Free printables
Printables
One-page sheets you can print at home. Large type, US Letter paper, room to write by hand.
Beneficiary Review Worksheet (Large Print)
A large-print version of the beneficiary review worksheet: one account per row, with the two columns that decide where the money goes.
Death Certificate Request Checklist: Free Printable
A free printable checklist to order certified copies — gather the details, decide how many, request from the right office, and track each copy.
Digital Account Inventory (Large Print)
A large-print version of the digital account inventory: one account per row, with the column that decides who can reach it.
First Week To-Do Checklist: Free Printable
A free printable checklist for the first week — the few tasks that cannot wait, in order, with room to write who handles each one and when it is done.
Medical Power of Attorney Checklist: Free Printable
A free printable checklist to make a medical power of attorney — get the form, name your agent and backup, sign it right, and hand out copies.
Unclaimed Money Claim Checklist: Free Printable
A free printable checklist to claim unclaimed money — prepare the form, attach the documents, track the claim, and fix it if it comes back refused.
Advance Directive Form Names by State: Free Printable
A free printable table of what each state calls its advance directive form, so you search under the right name and find the right document.
Copy of Will Request Checklist: Free Printable
A free printable checklist to get a copy of someone's will — where to look first, what to ask the court clerk, and what to bring.
Retirement Account Inventory (Large Print)
A large-print version of the retirement account inventory: one account per row, with the beneficiary column that decides who receives it.
Small Estate Affidavit Checklist: Free Printable
A free printable checklist to decide whether a small estate shortcut applies, gather the paperwork, and file without missing a step.
Legacy Binder Contents Checklist: Free Printable
A free printable checklist of everything to put in a legacy binder, grouped by tab, so your family can find your accounts, papers, and wishes.
Unclaimed Money Search Checklist: Free Printable
A free printable checklist to search every state and federal source for unclaimed money, with a spot to log each name you try and what you find.
Retirement Account Inventory
One page for every IRA, 401(k), pension, and annuity — with the beneficiary column that decides who gets the money.
Bank Account Inventory (Large Print)
A large-print version of the bank account inventory: one account per row, with the two columns that decide who gets the money.
Document Inventory (Large Print)
A large-print version of the document inventory: one document per row, taller lines, and a clear box for where each original is kept.
Gift and Bequest Notes (Printable)
A printable for writing down who gets the small things a will does not name — the watch, the recipe box, the letters.
Parent Document Location Map (Printable)
A printable that records where each important document is kept — locations only, no account numbers or passwords — so an adult child can find them.
Plant Care Instructions (Printable)
A printable for the person taking over your plants — how much water, how much light, and which ones must not be overwatered.
Charity Donation List: Free Printable
A printable that records which organizations matter to you — with the details a charity, an obituary notice, and a tax return all need to see.
House Sitter Instructions (Printable)
A free printable for whoever is watching the house — systems, keys, contacts, and what to do if something goes wrong while you are away.
Obituary Information Sheet (Printable)
Everything a family needs to gather before writing an obituary or death notice — in one place, while the details are still easy to confirm.
Bank Account Inventory: Free Printable
A free printable for the accounts, the balances, and the beneficiaries — including the two lines that decide who actually gets the money.
Funeral Wishes Worksheet: Free Printable
A free printable for the service you want — and a written list of the items your family is allowed to decline when the time comes.
Pet Care Instructions: Free Printable
A free printable written for whoever steps in — feeding, medication, the vet, the routine, and the decisions they need to know before you go.
Safe Deposit Box Contents: Free Printable
A free printable for the box, the key, and what is inside — plus the two things people get wrong: it is not insured, and family cannot simply open it.
Medical Information Sheet (Large Print)
A large-print medical sheet split into two pages: what a paramedic needs first, and the details your family will look for later.
Beneficiary Review Worksheet
A printable worksheet for checking the beneficiary on every account that has one. The gap it finds is usually an empty box or the word 'estate.'
Password Change Log: Free Printable
A printable log for tracking when you change a password and why. The current rule on when a change is actually needed, and when it is not.
Medication Log (Large Print)
A large-print medication log with four columns instead of seven and rows tall enough to write in. Same list, sized for low vision or a large hand.
Digital Account Inventory: Free Printable
A free printable that lists the online accounts you have — and what should happen to each one. Finding them matters more than remembering them.
Photo Storage Inventory: Free Printable
A free printable that finds the photos you own only one copy of — the ones that disappear. List where every collection lives, and who else can reach it.
Caregiver Information Sheet: Free Printable
A free printable sheet giving a caregiver everything they need for the day — routines, medications, contacts, and what to do in an emergency.
Doctor Visit Log: Free Printable
A free printable log for tracking appointments, what was actually said, and what happens next — so nothing gets lost between visits.
Document Inventory: Free Printable
A free printable inventory that lists your important papers, where each original is kept, and a general guide to how long each one is worth keeping.
Emergency Binder Cover Page
A free printable cover page that labels your binder, names who to call first, and tells anyone who finds it exactly what is inside.
Emergency Contact Card: Free Printable
A free printable wallet card with the names and numbers someone needs if you cannot speak for yourself — starting with who to call first.
Home Inventory Checklist: Free Printable
A free printable room-by-room home inventory for insurance claims — what to photograph, what to record, and where to keep the finished list.
Home Maintenance Record: Free Printable
A free printable log of what was serviced, when, and by whom — the record that protects warranties, resale value, and your own memory.
Hospital Packing List: Free Printable
A free printable hospital bag checklist — what to bring, what to leave at home, and the paperwork worth sorting out before you go.
Insurance Policy Tracker: Free Printable
A free printable list of every insurance policy you hold — company, policy number, agent, and where the original lives — so nothing goes unclaimed.
Medical Information Sheet
A free printable one-page summary of your medications, conditions, doctors, and allergies — the sheet paramedics and family both need first.
Medication Log: Free Printable
A free printable medication log for tracking doses, refill dates, and what each prescription is for — one page a doctor can read at a glance.
Password Log Sheet
A free printable sheet that records where each account lives and what it is for — without ever writing a password down.
People to Notify List
A free printable contact sheet of the professionals, family members, and friends who should be told when something happens to you.
Subscriptions and Bills Tracker
A free printable list of every recurring charge on your accounts — so your family can find and stop the quiet monthly payments nobody remembers.
Travel Document Checklist: Free Printable
A free printable list for the paperwork side of a trip — what to carry, what to leave at home, and what someone needs if you do not return.
Utility Account Tracker: Free Printable
A free printable list of every household utility and service — account numbers, monthly cost, and what to do with each one when the time comes.
Vehicle Information Sheet: Free Printable
A free printable record of your vehicles — title, insurance, registration, service history, and what to do when one is sold or transferred.
Wi-Fi and Device Password Sheet: Free Printable
A free printable sheet for your network name, router password, and device passcodes — the details your family cannot look up anywhere.
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One plain-English page listing every important paper and online account your family would need. Print it, fill it in, keep it where they can find it.
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