The 86-page fillable workbook that organizes every account, document, contact, wish, and instruction your family would need — in one place, in your words.
This binder records WHERE things are and the LAST FOUR DIGITS of account identifiers at most. It NEVER asks for passwords, PINs, full account numbers, or government ID numbers. Credentials stay in your password manager or a sealed envelope with your attorney — separate from this binder.
IMPORTANT: NOT A LEGAL DOCUMENT
This workbook is an educational organizer only. It is NOT a will, a trust, a power of attorney, or any other legal document, and filling it in creates no legal effect. Not legal, financial, or medical advice. For documents with legal effect, consult a qualified attorney in your area.
DETAILS
Fillable on screen (2,554 fields) and printable for handwriting
US Letter, with clickable table of contents and bookmarks
Original content throughout; no sample data — every page is yours to fill
Pairs with The Aging Parents Crisis Playbook (the strategy companion to this binder's facts).
2,554 fillable fields → fillable on screen and printable for handwriting, US Letter, with clickable table of contents and bookmarks
Privacy by design → records WHERE things are and the LAST FOUR DIGITS of account identifiers at most; it NEVER asks for passwords, PINs, full account numbers, or government ID numbers
Vital Documents Map → where every will, trust, POA, deed, and title lives (locations only), plus where to request replacements
Room for everyone → People Directory with 60 slots; Accounts & Assets Inventory with 120 slots; Debts and Insurance with 48 slots each
Digital Life Map → 9 categories with password-manager pointers (never passwords) and keep/close/memorialize wishes
Letters & Messages → 16 guided letter pages with prompts
The First 72 Hours → checklists for your family: who to call, what to secure, plus the first-month list
No sample data → original content throughout; every page is yours to fill
Frequently asked questions
Is this a will or a legal document?
No — this workbook is an educational organizer only. It is NOT a will, a trust, a power of attorney, or any other legal document, and filling it in creates no legal effect. For documents with legal effect, consult a qualified attorney in your area.
Does the binder ask for my passwords or full account numbers?
Never. It records WHERE things are and the last four digits of account identifiers at most — never passwords, PINs, full account numbers, or government ID numbers. Credentials stay in your password manager or a sealed envelope with your attorney, separate from this binder.
Can I fill it in on screen?
Yes — 2,554 fillable fields, and it is also printable for handwriting (US Letter, clickable table of contents and bookmarks).
Is there sample data in it?
No — original content throughout; no sample data, every page is yours to fill.
How do I keep it up to date?
Section 12 is Annual Review Worksheets — section review, change capture, beneficiary audit, and a document tracker — plus a Change Log.
Is this legal, financial, or medical advice?
No — not legal, financial, or medical advice.
When I'm Gone — The Family Master Binder (Fill-In Workbook)
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