Family Emergency & Estate Organizer | Stackwise

If something happened to one of you tomorrow, the other would know exactly where everything is and what to do.

THE FAMILY EMERGENCY & ESTATE ORGANIZER 

One of you pays the bills. One of you knows the passwords. One of you knows where the life insurance policy is. This kit makes sure BOTH of you know — and your kids or a trusted person too. It's a fillable family binder, a step-by-step weekend plan, a smart spreadsheet and a 5-minute readiness check-up, built to work together.

WHAT'S INCLUDED (5 instant-download files)

• The Organizer Binder — 62-page fillable + printable PDF, 37 tabs in 3 color-coded layers, nearly 2,000 type-in fields, plus a printable spine, tab labels and wallet cards

• The Weekend Game Plan — 36-page guide: the 3 E's method, the S.A.F.E. Weekend plan, estate terms in plain English, conversation scripts, FAQ, quiz and glossary

• The Family Info Hub — 15-tab Excel & Google Sheets workbook with a Readiness Score dashboard, bills that total themselves, and a Beneficiary Check that flags problems

• The Family Readiness Checker — an interactive web tool (works offline in any browser): score your family in 5 minutes, get a 30-day plan, and stress-test "what if" scenarios

• Quick-Start Guide — how to open everything and your first 60 minutes

THE 3 LAYERS INSIDE EMERGENCY (the first 72 hours):

Emergency contacts, key professionals, medical profiles for every person, medications & allergies, health insurance, kids' care plan, pet care plan, home shutoffs and your family emergency plan

EVERYDAY (keep the house running):

Income & work benefits, bank, retirement & investment accounts, debts, monthly bills & autopays, insurance policies & how to file a claim, home, vehicles, taxes, devices, online accounts & subscriptions, password manager & digital legacy, and "who does what"

ESTATE (your wishes, written down):

Legal documents locator, beneficiary check-up, guardianship wishes for your children, advance care wishes, funeral & final wishes, people to notify, heirlooms, legacy & giving, and letters to the people you love

AFTER ONE WEEKEND YOU'LL HAVE

✓ One binder with every account, bill and policy — last 4 digits only, never passwords

✓ Medical info for everyone at home, kids included

✓ A plan for the kids and pets if you can't be there

✓ Your wishes in writing, and a list of the legal documents you still need ✓ A partner who could step in tomorrow (the 30-minute Partner Handoff)

WHO IT'S FOR

Married and unmarried couples, young families with kids, empty nesters, newlyweds merging their lives, and retirees who want their grown kids to know where everything is. A meaningful gift for parents, too.

WORKS WITH

Adobe Acrobat Reader (free) on computer or tablet • iPad note-taking apps (import the PDF) • Microsoft Excel • Google Sheets • any web browser • or print it at home (US Letter)

HOW IT WORKS

1. Buy and download your 5 files instantly from Purchases & Reviews.

2. Take the 5-minute Readiness Checker to see your starting score.

3. Fill the binder layer by layer over one weekend — type it or print it.

4. Walk your partner through it, store it safely, and review it once a year.

PLEASE NOTE

• This is a digital download. Nothing will be shipped.

• This is an educational and organizational tool. It is not a will, trust or legal document and does not give legal, financial, tax or medical advice. Estate and healthcare rules vary by state — please confirm what applies to your family with a qualified professional.

• For personal use by your household only. Please don't resell or share the files.

• Because files are delivered instantly, all sales are final. Questions? Message us anytime — we're happy to help.

Stackwise · Stack money. Be wise.