Planning kit from LegalCostGuides
"If Something Happens" Family Information Binder
Leave the people you trust a clear map of your documents, contacts, accounts and wishes, so they are not searching through drawers in a crisis.
- 10-page fillable PDF: contacts, legal documents, money, home, digital life, dependents, wishes
- Designed for safety: no fields for passwords, PINs or full account numbers
- Digital accounts page built around legacy contacts and password-manager emergency access
- Companion spreadsheet for long lists of accounts, policies and documents
- Annual review log so it stays current
$19 USD, one-time
Buy now — secure checkout with Stripe- Instant download after payment is confirmed
- Fillable PDF + spreadsheet
- 14-day refund, no questions asked
- Version 1.0 · October 2026
A planning tool, not legal advice.
What's included
| File | Format | What it does |
|---|---|---|
| LCG-If-Something-Happens-Binder.pdf | Fillable PDF, 10 pages, US Letter | Start here, about me, contacts, legal documents, money, home and property, digital life, dependents and pets, wishes, review log |
| LCG-Family-Information-Inventory.xlsx | Excel workbook (6 tabs) | Accounts, insurance, documents, digital accounts and bills lists |
How it works
- Open the PDF in Adobe Acrobat Reader or your browser, or print it.
- Start with emergency contacts and where your legal documents are.
- List accounts and policies by institution and last 4 digits only.
- Tell one trusted person where the binder is kept.
- Review it once a year with the log on the last page.
Who it's for, and who it isn't
Good fit
- Parents, caregivers and anyone who manages household paperwork
- Adults helping aging parents get organized
- Anyone who has (or is about to make) a will and wants their family to find things
Not a fit
- Anyone looking for a will, trust or power of attorney: this binder is not a legal document
- People who want to store passwords: use a password manager with emergency access instead
Compatibility, delivery and support
- Compatibility: PDF fillable in Adobe Acrobat Reader and most browser PDF viewers (save a copy after filling); printable on US Letter. Spreadsheet works in Excel, Google Sheets and LibreOffice.
- Delivery: after Stripe confirms your payment you are taken to your download page. Bookmark it: it works for 12 months, and you can recover access with your checkout email and order code.
- License: personal use for you, your household or one small business you own. Please don't resell or share the files. Full license and refund policy.
- Refunds: 14 days, no questions asked: email [email protected].
- Support: [email protected]. We reply within 2 business days.
- Privacy: we use your email only to deliver and support your purchase. No mailing list.
What this kit does not do
- It does not make or replace a will, trust, power of attorney or advance directive.
- It does not give anyone legal authority to act for you.
- It deliberately does not store passwords or full account numbers.
Frequently asked questions
Is this a will?
No. It records where your documents are and what your wishes are, but it has no legal effect. Wills, powers of attorney and advance directives must meet your state's legal formalities.
Why are there no password fields?
A binder with passwords and full account numbers is a security risk if it is lost or seen by the wrong person. The binder points to safer tools such as legacy contacts and password-manager emergency access.
Refunds?
Within 14 days, no questions asked.
$19 USD, one-time
Buy now — secure checkout with Stripe- Instant download after payment is confirmed
- Fillable PDF + spreadsheet
- 14-day refund, no questions asked
- Version 1.0 · October 2026
A planning tool, not legal advice.
Related guides: Estate planning lawyer cost · How much does a will cost? · Power of attorney cost