Personalize
Put your family name on the cover and every section.
The Family Archive | California Edition 2026
Life & Estate Planner
One thoughtfully designed place for the information your family may someday need — accounts, policies, documents, digital access instructions, care preferences and final wishes.
Made to be used today, updated over time, and understood by the people you love.
- 18 sections, 169+ prompts and 27 record tables
- Your name printed on the cover and every section
- Work saves as you type, and you can download a backup file
- Print to PDF at any time, as many times as you like
PrivateSaved in your browserPersonalYour name throughoutPracticalPrint or keep digitally
Simple by design
A lasting family record in three steps
Complete privately
Work at your own pace. Your entries stay in the browser you use.
Keep and share
Save the polished PDF, print it, and store it with your estate documents.
What is inside
Eighteen sections, written for the people you leave behind
- 01PERSONAL & FAMILY
- 02PROFESSIONAL ADVISORS & CONTACTS
- 03ASSETS & REAL ESTATE
- 04VEHICLE RECORDS
- 05BUSINESS INTERESTS
- 06DEBTS & CASH FLOW
- 07SUBSCRIPTIONS & RECURRING CHARGES
- 08INSURANCE & PROTECTION
- 09LEGAL & DECISIONS
- 10DOCUMENT CONTROL
- 11SAFE DEPOSIT BOX & HOME SAFE
- 12STORAGE UNITS & OFF-SITE PROPERTY
- 13DIGITAL LIFE
- 14MEDICAL & PERSONAL CARE
- 15VETERAN BENEFITS
- 16LEGACY & FINAL WISHES
- 17FUNERAL & FINAL ARRANGEMENTS
- 18NOTES & MESSAGES
What this planner is — and is not
The planner is an organisational worksheet. It is not a will, a trust, a power of attorney or a healthcare directive, and filling it in does not transfer assets or name legal guardians. It does not create an attorney–client relationship. When you are ready for the legal documents themselves, start with a free 10-minute review.