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A useful starting point for your family notes.
Choose the sheet you need. Download a blank copy, complete it privately, and check the details with the people who will use it.
Keep completed notes private. Do not include passwords, PINs, recovery codes, or full account numbers.
Find the important information
Family emergency binder
Start with one contact, one document location, and one household instruction.
Read the guide & exampleDocument location record
Turn “in the cabinet” into a location someone else can actually use.
Read the guide & exampleParent conversation prompts
Agree on the contact or location your parent wants to share, and what you may do next.
Read the guide & example
Keep the household running
Household bill handoff
Make a bill list that explains what is due, how it is paid, and what to check.
Read the guide & exampleHouse-sitter instructions
Leave a short handover with arrival details, home essentials, and a backup contact.
Read the guide & examplePet caregiver instructions
Give an agreed caregiver the routine, supply locations, and veterinary contact.
Read the guide & example
Make sure the plan works
Family emergency contact sheet
Give each contact a clear role, with a backup when the first person is unavailable.
Read the guide & exampleFamily-file handover checklist
Check one contact, document, or household instruction without coaching, then repair the gap.
Read the guide & examplePost-move review checklist
Replace old locations, check who can help, and retire outdated copies.
Read the guide & example
The templates are free to use without DearFile. They are organizing aids, not legal documents, payment instructions, or a substitute for professional advice.