Plans & Keepsakes™

    Records Guide

    Where your important records live

    We help you organize and prepare. Your important records stay in secure storage that you control — not in our app.

    We don't see or store your records.

    1. Choose your storage

    Pick one service your family already uses. These are general steps; we have no partnership with these companies.

    Google Drive

    1. Sign in to (or create) your Google account and open Google Drive.
    2. Create a top-level folder, for example "Family Records".
    3. Turn on 2-Step Verification in your Google account security settings.

    Microsoft OneDrive

    1. Sign in to your Microsoft account and open OneDrive.
    2. Create a top-level folder, for example "Family Records".
    3. Turn on two-step verification in your Microsoft account security settings.

    Apple iCloud Drive

    1. On your iPhone, iPad, or Mac, turn on iCloud Drive in your Apple Account settings.
    2. In the Files app or Finder, create a "Family Records" folder in iCloud Drive.
    3. Make sure two-factor authentication is on for your Apple Account.

    Whichever you choose, turn on two-step verification for that account.

    2. Create these folders yourself

    • 01 Identity & Vital Records

      Birth and marriage certificates, passports, Social Security cards.

    • 02 Legal & Estate

      Wills, trusts, powers of attorney, healthcare directives.

    • 03 Insurance

      Home, auto, life, health, and disability policies.

    • 04 Financial

      Account statements, tax returns, retirement and loan papers.

    • 05 Medical & Care

      Medication lists, doctors, care plans, insurance cards.

    • 06 Home & Property

      Deed or lease, closing papers, warranties, home inventory.

    • 07 Vehicles

      Titles, registrations, loan and maintenance records.

    • 08 Digital Accounts

      Instructions only — never passwords or recovery codes.

    • 09 Emergency Plan

      Emergency contacts, evacuation plan, meeting places.

    • 10 Instructions for Family

      Who to call first and where originals are kept.

    3. Share safely

    • Share with specific people using your storage service's own sharing — not "anyone with the link".
    • Review who has access once a year.
    • Never put passwords or recovery codes in shared folders. Use a password manager's emergency-access feature instead.

    4. Do the handoff test

    Ask your backup person to confirm they can actually open the folder from their own device. If they can't, fix the sharing now — not during a stressful moment.

    Print the checklist

    A simple PDF with the folder list and a blank "Where things live" worksheet to fill in by hand. It's created on your device.