The “Leave Them Covered” family kit
Six printable pages that tell your family everything they'd need to know. Print it, fill it in by hand, and keep it with your important papers. Free — no email required.
LeaveThemCovered.com · Family Kit
1. About me
2. People to call
| Role | Name | Phone | |
|---|---|---|---|
Executor, attorney, accountant, financial advisor, insurance agent, employer HR, clergy.
LeaveThemCovered.com · Family Kit
3. Life insurance & benefits
| Insurer / source | Policy # | Amount | Beneficiary | Agent / phone |
|---|---|---|---|---|
Include work coverage, union or association policies, accidental death coverage, pensions and annuities. Veterans: note where your DD-214 is kept.
4. Accounts
| Institution | Type | Last 4 digits | POD / beneficiary? | Notes |
|---|---|---|---|---|
LeaveThemCovered.com · Family Kit
5. Debts & bills
| Lender / company | Type | Approx. balance | Autopay from | Co-signer? |
|---|---|---|---|---|
6. Legal documents
| Document | Date signed | Where the original is |
|---|---|---|
Will, trust, power of attorney, healthcare directive, guardianship wishes, deeds, titles.
LeaveThemCovered.com · Family Kit
7. My final wishes
8. Digital life
Where my passwords are kept, and how to get into my phone:
9. A note to my family
Get reminders to keep it current
We'll send an occasional email with planning tips and a once-a-year nudge to update your kit.
Prefer a checklist? Use the interactive “If I died tomorrow” checklist.