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Peace of Mind Family Info Checklist
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911 Plan

Use this template to track the info you collected across each family member.
Edit the people in the columns and
Clear Template
Use the notes section to write out where the info is, should anyone in the family need to access it.
If you want to go the e-file route, I would suggest setting up a dropbox family account with secure passwords that can store this important info.
Family Info
0
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Category
Item
Notes
✅ All Completed
👩🏻 Myself
🧔‍♂️ Hubby
👩🏻‍💼 Mom
👨🏻 Dad
👨🏻‍💻 Brother
🧑🏼‍🎨 Brother
👵🏼 Auntie
Basic
6
Current Address and Contact Info
Open
Social Security #
Open
Passport Info
Open
Birth Certificate
Open
Email info
Open
Drivers License
Open
Medical
6
Vacinations
Open
In case of Incapacity
Open
Medications
Open
Allergies
Open
Healthcare preferences
Open
Doctor
Open
Financial
15
Credit Cards
Open
Real Estate
Open
Personal Property
Open
Phone Bill
Open
Other Financial Statements
Open
Electricity
Open
Money Apps
Open
Debts
Open
Bills
Open
Insurance
Open
Income
Open
Safe Boxes, Cash
Open
Retirement Info
Open
Investments
Open
Bank Accounts
Open
End of life
2
Power of Attorney
Open
Will
Open

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