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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.
911 Plan
Use this template to track the info you collected across each family member.
Edit the people in the columns and
Clear Template
Family Info
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
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