Peace of Mind Family Info Checklist Template

Be Better Prepared for Unexpected Family Emergencies

Shannon Ong-Shepard

If you or a loved one becomes unexpectedly hospitalized, ill, incapacitated or passes away - you want to be as prepared as possible.

This template will help you complete all the critical info. The included Emergency Information Wallet card helps ensure your emergency contacts are called and vital health information gets communicated to a first responder or someone coming to your aid in an emergency while away from home.

This doc will help you collect the following info:

PASSWORDS (ONLINE, APPS, ALARM, MOBILE PHONE, COMPUTER, etc.)

FINANCIAL (BANK ACCOUNTS, INVESTMENTS, SAFES, INSURANCE, INCOME SOURCES, PROPERTY, HIDDEN CASH, BILLS, DEBTS, etc.)

MEDICAL (MEDICAL CONTACTS, MEDICAL INSURANCE, MEDICAL HISTORY, MEDICATIONS, LIVING WILL, HEALTHCARE PREFERENCES, etc.)

CONTACTS (EMERGENCY, MEDICAL, LEGAL, PERSONAL, BUSINESS, etc.)

BIOGRAPHICAL (FAMILY, ORGANIZATION AFFILIATIONS, etc.)

LOCATION OF IMPORTANT ITEMS (KEYS, LEGAL DOCUMENTS, TITLES, STORAGE UNITS, POST OFFICE BOXES, etc.)

PERSONALIZED INSTRUCTIONS FOR EMERGENCY CONTACTS (TO CARE FOR HOME, FAMILY, PETS, BUSINESS, etc.)

FINAL AFFAIRS DETAILS AND PREFERENCES (END OF LIFE PLANS, ESTATE PLANNING INFO, etc.)

AND MORE

If you prefer a non-electronic version instead, I would suggest this Personal Emergency Recorder

here⁠

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