Guides
Plain-language help for getting your family's information written down, and for the conversations that go with it.
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Checklist
What to put in a family emergency file
Who to call, where the documents are, accounts and insurance without the account numbers, bills, digital accounts, and what never to write down.
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Conversation
How to talk to your parents about the Family File
Gentle ways to bring it up, what to say, and what to do if they say "not now."
Our guides are general information, not legal, tax, investment or insurance advice. Laws differ by state. For decisions about your estate, talk with a licensed professional in your state.