Planning Resources
Helpful tools to make organizing important life information easier.
This page provides simple guidance to help families begin organizing essential life information. Additional worksheets and downloads will be added over time.
Where To Start
If you are just beginning, focus on gathering these basic items first:
Emergency Contacts
Family members, doctors, caregivers, and trusted advisors.
Medical Information
Medications, conditions, insurance, and provider information.
Financial Accounts
Banking, insurance policies, and important financial contacts.
Important Documents
Wills, identification, property records, and legal documents.
How To Use The Life Affairs Planner
The Life Affairs Planner is designed to be completed gradually. Most families begin by gathering basic contact, medical, and financial information, then add additional details over time.
Step 1
Complete basic personal and emergency contact information.
Step 2
Add medical providers, medications, and insurance details.
Step 3
Document financial accounts and important document locations.
The goal is steady progress, not perfection.
Helpful Preparation Tips
Start Simple
Begin with basic information and build gradually.
Keep One Location
Store information in one organized place.
Update Regularly
Review information yearly or after major changes.
Free Starter Checklist (Coming Soon)
We are preparing a simple starter checklist to help families begin gathering important information.
Family Information Starter Checklist
A simple guide to help you begin organizing important contacts and documents.
Available soon.
Part of The Easy Life Planner Series
These resources are designed to support the Life Affairs Planner and the growing Easy Life Planner organization system.