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Would Your Family Know What to Do?

Take this short assessment to identify gaps in your family’s important information, financial continuity, and access plans.

If you were suddenly unavailable, would someone you trust know where to begin? Answer the questions below to see what you have already organized and which steps deserve your attention.

A document organizer and family preparedness checklist

This assessment helps you identify organizational gaps. It does not determine whether your legal, medical, or financial plans are complete.

Only answer whether information is organized. Do not enter account numbers, passwords, medical diagnoses, or other sensitive details.

No account or email is needed to begin. Answers stay on this page in your browser and are cleared if you refresh, leave, or close it. Save your PDF before leaving.

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01
Section 1 of 4

Family and Medical Information

1. Have you created a list of emergency contacts a trusted person knows how to find?
2. Have you organized a basic medical summary for the people in your household?
3. If someone depends on you, have you made a plan for their care if you are unavailable?

This includes dependent children, adults, and pets.

02
Section 2 of 4

Financial Continuity

4. Have you listed the financial institutions where you have accounts?
5. Have you documented the regular bills and financial responsibilities someone would need to manage?
6. Have you organized your insurance information or confirmed which policies apply to your household?
03
Section 3 of 4

Important Documents and Digital Access

7. Have you recorded where your important personal and legal documents are kept?
8. Have you created a will or trust, or updated your existing one within the last 3–5 years?

A current will or trust can help clarify your wishes and reduce confusion for your loved ones. Its suitability depends on your circumstances and local law. The Legacy Project 360 does not offer financial or legal advice. Contact an estate attorney or qualified legal counsel for guidance.

9. Have you created a secure plan for an appropriate person to find your password access instructions?
10. Have you considered how an authorized person would handle account recovery and two-step verification?
04
Section 4 of 4

Communication and Follow-Through

11. Have you written down the first steps you would want someone to take if you were unavailable?
12. Have you explained your plan and the location of your information to the people you trust?
13. Have you reviewed your information and instructions within the past year?