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The finished example
A useful first page for someone you trust.
Contacts, document locations and the first steps for a loved one.
Write a free draft first. No account or card needed.
From Alex · For Sam
Our family, in one place.
“Start here. These are the people to call and the places to look. You do not have to figure everything out at once.”
Read me first
A short note and your first three steps
Important documents
Where to find the originals
People who can help
Family and adviser contacts
Read the sample instructions
Sam, start by calling Morgan, our family adviser. Their contact card is in the blue folder in the study.
The same folder has the location of our original documents and an insurance checklist. Keep the originals where they are until you have spoken with the adviser.
Then call Jamie to help you work through the first-week list. You do not need to manage everything in one day.
Fictional example only. No real personal information.
Fictional example. No email, timer or real access is created. Missed check-ins do not prove death or contact emergency services.