A practical place to start. Adapt these notes to your household and keep important decisions with the people and professionals you trust.
Step 01
Put immediate needs first
Start with what a trusted adult needs to make the next sensible call.
- Emergency and household contacts
- Dependent and pet care instructions
- Current medication-list location
- Insurance and professional contacts
- Locations of authoritative documents
Step 02
Keep sensitive credentials out
Do not expose passwords, PINs, full account numbers, seed phrases, or complete government identifiers. Point to a protected source instead.
Step 03
Review the handoff
Update it after a move, caregiver change, insurance change, or major family event, and tell one trusted person where it is kept.