Personal Information
The key details about you, all in one place — who you are, and the documents that prove it.
Resources
Guides, checklists and answers
A place to start before you open the book — the same checklists, prompts and plain answers your family will one day be glad you left them.
Start Here
The “When I’m Not Here” checklist
The book closes with step-by-step checklists to guide your family when the day comes. It begins like this:
- Notify family and close friends
- Contact lawyer / executor
- Arrange for care of pets
- Secure home and property
- Manage mail and important documents
- Access digital accounts (see Section 4)
- Notify banks, insurance and other institutions
Guides From the Book
Where each kind of information lives
Digital Life
Devices, accounts, and how to access them — with passwords kept safely in a password manager, never in the book.
Legal Documents & Wishes
Will, power of attorney, and key documents — and where each one is kept.
Questions
Families ask us
Does the book hold my passwords?
No — never. It is a map, not a store. It records where things are and how to find the instructions; passwords and PINs belong in a password manager.
Is this a will?
No. The book records your wishes and where your documents are. Wills, estates and powers of attorney belong with a lawyer, and we’ll happily point you to one.
Can I give it as a gift?
Yes — many books are gifts from adult children to their parents, and the companion sessions make it a gift of time together, too.
What if my situation changes?
That’s what the back section and the annual review are for. Update a page, replace a letter, and your book stays true.