*This PDF is FREE with the purchase of a Records Box or Homequarters System, which is the perfect place to store your completed worksheet and essential documents. SHOP HERE

If something happened to you, would your family know:

• where your important documents are?
• which accounts exist?
• what needs to be handled and what can wait? 

In Case Something Happens To Me is a step-by-step fillable PDF worksheet built for the moment nobody wants to think about, but everybody's grateful someone thought about. 

This isn't a full estate plan. It's the document that tells the people who love you where to find all the information they'll need, so they're not left scrambling during a difficult time. 

What's inside

• Start Here: so the right people know this document even exists
• The First 48 Hours: who to call, who holds power of attorney, where the keys are
• Kids, Pets and Guardianship: the most important page if you're a parent
• Legal Documents and My Wishes: where the paperwork lives, plus space for end-of-life preferences many families never get around to discussing
• Records and Digital Access: passwords, 2FA, and the accounts they'll need to access
• Insurance, Bills and Finances: policies, providers, and accounts listed in one spot

Type directly into the PDF on your laptop or phone, or print out and work by hand. When it's complete, you can store it in your Records Box so that your executor or next of kin only needs access to this one binder to have all the information and documents they'll need. 

Why We Made This

We recently went through this process with our own aging parents and felt it could be more straightforward. And as parents ourselves, we knew every day without this document meant we were putting our kid's well-being at risk. This document doesn't mean something's about to happen, but if it does, the people you love will have a place to start instead of a pile of questions.

What You'll Receive

Upon checkout you will be able to download the PDF directly, and will also receive an email with the link. Just save it directly to your computer or phone and you can begin to fill in your information. 

This worksheet is a starting point for organizing information you already have — it isn't legal advice. We're not lawyers or financial advisors, and we'd always recommend working with one for your will, trust, and estate planning documents.