A place to begin

Family preparedness

Make it easier for someone you trust to step in when you are unavailable. Start with the household information only you know, then create a clear path to the records behind it.

A manageable first session

  1. Choose a trusted person and a backup.
  2. Make a one-page starting point for contacts and urgent responsibilities.
  3. Organize the supporting records and rehearse finding them together.

Your next useful resource

Continue organizing

WiseTomorrow is a technology service for organizing and sharing information. It does not provide legal, tax, financial or estate-planning advice, does not replace a will, trust, power of attorney, beneficiary designation or advance directive, and does not verify that stored documents are valid. Consult a licensed professional for advice about your situation. Read the full legal disclaimer.