Plans & Keepsakes™

    Playbooks

    Guided plans and keepsakes for every chapter of family life.

    Not sure what to gather or where to start? Choose the situation that fits your family. Each free guide explains the records to collect, why they matter, and a small first step you can take today.

    What’s happening in your family?

    8 guides · Free to read · No account needed

    Parents organize family papers and baby photos while holding their smiling baby

    New Baby & Growing Family

    Milestones, age-stage prompts, photos, and letters for their future—alongside the records growing families need.

    Open playbook     A family outside their home on a bright day

    New Homeowners

    Deeds, warranties, insurance, and the home inventory that helps you later.

    Open playbook     Adult children and older family members talk together in a bright living room

    Caregiving for an Aging Parent

    Everything a family caregiver needs at hand, without searching through drawers.

    Open playbook     An older father and adult daughter discuss family papers with an advisor

    Aging Parents Preparation

    A gentle, organized path through the conversations and paperwork that support a parent.

    Open playbook     A couple organizes a first-aid kit, family documents, and emergency supplies

    Medical Emergency Readiness

    A printed emergency card and a checklist for medications, conditions, contacts, and consent.

    Open playbook     Family photographs, a journal, and keepsakes arranged on a bright table

    Estate & Final Wishes

    A clear, kind handoff — wills, executors, accounts, and letters to loved ones.

    Open playbook     A couple prepares household supplies and a folder of family records

    Disaster Recovery Readiness

    Documents and proof your family needs to recover from a storm, fire, or flood.

    Open playbook     Family members talk through important paperwork with a supportive advisor

    After a Loss: First Calls & Next Steps

    18 suggested calls, practical checklist tasks with responsibility labels, a page-only expense log, and optional AI suggestions for your circumstances.

    Open playbook