Your plan, step by step
Nine short templates. One less thing for your family to figure out.
We'll email you one template at a time. Nothing is due, nothing expires — go at your pace, rush ahead, or pause whenever life gets busy.
- 15–25 minutes a week
- Spread over 9 weeks
- Lives in your own Google Drive
-
1
Cover Sheet
Your name and today’s date, so your family knows how current the plan is.
Day 1
2 min -
2
Read This First
What to do first, who to contact, and who looks after the pets. The page your family reaches for first.
Day 3
15 min -
3
Legal & Decision Making
Where your will, trust, power of attorney and healthcare directive are kept, and who prepared them.
Week 1
15 min -
4
Digital Access Plan
Where your passwords are stored, your phone, and the accounts that text you a code.
Week 2
15 min -
5
Financial Snapshot
Bank accounts, cards and loans, investments, and the keys to any safe or lockbox.
Week 3
25 min -
6
Home, Car & Everyday Life
Mortgage or rent, car loan, cell service, the bills that must keep getting paid, and who to call for help.
Week 4
25 min -
7
Insurance & Protection
Every policy, where to find it, and who to call to make a claim.
Week 5
20 min -
8
Identification & Records
Where the originals are kept: birth certificate, passport, Social Security card and more.
Week 6
10 min -
9
Personal Notes
Letters, notes for the kids, photos, who to tell, and who gets what.
Week 7
20 min -
10
Print a paper copy
Phones die and passwords change. Print all 9 templates and keep them in a binder, so your plan works even when nothing else does.
Week 8
15 min -
11
Store it safely & let your people know
Choose a safe place — a fire-resistant home safe, your lawyer or executor, or a safe deposit box — and let the people who’ll need it know where to find it.
Week 9
15 min
Questions
Do I need a Google account?
Yes, a free one. Use a personal account, not a work or school one — those can be closed when you change jobs, and your employer can see what's in them. No account yet? Create one here (opens in new tab). You can sign up with the email address you already use; you don't need Gmail. Then turn on 2-Step Verification.
What if I fall behind?
No problem. Every email has a “Not this week” button that sends the same step again in 7 days. If three weeks go by without a click, we’ll pause your emails and check in with you first. And you can always come back to this page and start from any step.
Can I do it all at once?
Not all at once, but you can go faster. Each plan email brings the next template. Click “Done” when you finish one, and the next arrives within 3 days instead of a week.
Who can see my plan?
Only you, and anyone you choose to share it with from Google Drive. Your copy lives in your account; we have no access to it.
What happens once my plan is set up?
While you’re on the Premium Plan, we’ll check in twice a year with a short review, so your plan stays current. Prefer a hand? You can get each checkpoint as a few 2-minute questions instead. Rather just once a year? You can switch any time.
What happens if I cancel?
The emails and checkpoints stop, but your templates stay in your Google Drive. They’re yours to keep — and if you come back later, you can pick up right where you left off.