Free Life Book: One Book Per Person, Kept Somewhere Safe
Download the free Life Book (PDF, 8 pages, large print). Print one for each person in your family.
The Life Book does not replace your will, trust, power of attorney, or health care directive. Nothing written in it changes your legal documents, beneficiary forms, or who owns your property. It tells your family where those papers are.
Why it matters
In an emergency: your family knows who to call and where your papers are, in minutes instead of days.
When you travel: the person you trust can act while you're away.
When you're gone: no one has to guess what you wanted.
What goes in it
— Who to call: doctors, attorney, accountant, insurance agent, your trusted person
— Your health: doctors, medicines, allergies, insurance plan name
— Where your papers are: will, trust, power of attorney, health care directive, deeds, titles, policies
— Money and property: bank and company names only, never numbers
— Phone and online accounts: where the passwords are kept, never the passwords
— Your wishes, in your own words
— Questions for professionals, and a yearly check-up log
Keep it safe
It's a map, not a safe. Never write passwords, PINs, Social Security numbers, birth dates, bank or card numbers, security answers, or recovery codes in it.
Keep it in a fireproof, waterproof safe at home, or leave a copy with your attorney. Don't keep it only in a bank safe-deposit box: a bank can seal or slow access when someone passes away or can't act.
You control who sees it. Tell one trusted person where it is, and decide now who can get to it in an emergency. Review it once a year in your birthday month, and replace any old copies you've handed out.
Need legal papers made?
If you're missing a will, trust, power of attorney, or health care directive, talk to a licensed attorney in your state. For help finding one: the Florida Bar Lawyer Referral Service, the State Bar of California lawyer referral services, or your local legal aid office.
Prefer a guided session to fill in your book? See Life Binder Setup.
Questions
Is the Life Book a legal document? No. It points to your legal documents. It doesn't replace them.
Where should I keep it? In a fireproof, waterproof safe at home or with your attorney, somewhere your trusted person can reach.
Can my spouse and I share one? No. One book per person, so nothing gets mixed up.