MY FAMILY EMERGENCY CHECKLIST — STARTER TEMPLATE Prepared on: __________________ Next review: __________________ Keep this completed document private. Store a separate backup. 1. MY PERSON Who should receive this: _______________________________________ Their current email (verify it together): _______________________ What they are responsible for: _________________________________ 2. START HERE A short note explaining these instructions: _______________________________________________________________ First step: ____________________________________________________ Second step: ___________________________________________________ Third step: ____________________________________________________ 3. PEOPLE WHO CAN HELP Name / role / contact details / reason to call: _______________________________________________________________ _______________________________________________________________ 4. WHERE TO LOOK Original legal documents: ______________________________________ Insurance and important records: _______________________________ Account inventory: _____________________________________________ Separate backups: ______________________________________________ Authorised recovery instructions: ______________________________ Do not put wallet seed words or master passwords in this checklist. 5. REHEARSAL AND REVIEW [ ] Confirm the recipient understands the plan. [ ] Check the contact details and document locations together. [ ] Keep original documents and a separate backup. [ ] Choose a realistic check-in interval and safety period. [ ] Test a real handoff using only a harmless sample file. [ ] Check recipient access and the downloaded file on another device. [ ] If using Private, rehearse the separate secret handoff. [ ] Review after a family, account, adviser or device change. This is an information checklist, not a will or legal authority. ZeroLatch is an online conditional delivery service. It relies on service availability, email access and the release conditions you set. See the fictional demonstration: https://zerolatch.com/demo Security and recovery: https://zerolatch.com/security