Because the people you love shouldn’t have to guess.
Ready File helps families organize the practical information loved ones would need in a crisis — contacts, document locations, insurance and benefits, household instructions, children’s routines, digital access planning, and first-step checklists.
Most families run on invisible admin.
Critical household knowledge is scattered across phones, inboxes, drawers, filing cabinets, calendars, apps, and one person’s memory. That works — until it doesn’t.
Ready File is for the family that has a will somewhere, insurance somewhere, passwords somewhere else, and a thousand tiny instructions living in someone’s head: school routines, bill timing, pet care, who to call, and what to do first.
This is not estate planning. It’s family continuity planning.
A will tells people what should happen legally. A Ready File helps them understand what to do practically.
Assess
Identify what your spouse, family, or trusted person would need to know first.
Organize
Map contacts, document locations, household routines, policies, bills, and access instructions.
Prepare
Create a clear handoff plan that can be followed under stress.
Review
Refresh annually or after major life changes so the file stays useful.
A practical map of the information your family would need.
The first version is designed to be completed in a weekend, not become another project you avoid.
Contacts
Family, emergency contacts, school/daycare, doctors, advisors, broker, accountant, lawyer, and key helpers.
Documents
A tracker for where important documents are stored, who can access them, and what still needs updating.
Insurance & benefits
Provider, policy type, policy number, broker/contact, renewal timing, and claim contact — without advice on adequacy.
Household
Bills, subscriptions, utilities, home maintenance, vehicles, pets, and recurring responsibilities.
Children
Routines, caregivers, school details, allergies, comfort items, activities, and daily rhythm notes.
First steps
Simple first 24 hours, first week, and first 30 days checklists for moments when clear thinking is hard.
Start small, or get guided help.
72-Hour Family Readiness Checklist
A simple first pass to see whether your family could find what matters if you were suddenly unavailable.
- Immediate readiness questions
- Document location prompts
- Household handoff basics
Ready File DIY Kit
Templates, examples, and guided worksheets to build your family’s first Ready File at your own pace.
- Household operating manual
- Document location tracker
- Children/caregiver notes
- Annual review checklist
Guided Ready File Session
A structured session for families who want help getting organized without turning it into another overwhelming task.
- Intake questionnaire
- 90-minute guided session
- Gap review and handoff summary
- 30-day follow-up
A resource portal, not a vault.
The Ready File Portal will be a guided resource library for templates, walkthroughs, reminders, and annual reviews.
- Downloadable forms and examples
- Short walkthrough videos
- Progress checklist
- Annual review reminders
- Q&A and guided help options
Ready File Portal
Guided readiness library
Clear scope. No surprises.
Ready File helps families organize practical continuity information. It does not replace licensed professional advice.
What Ready File does not do
- We do not provide legal, tax, financial, insurance, medical, or estate planning advice.
- We do not write wills or recommend coverage amounts.
- We do not ask you to upload sensitive documents, passwords, SINs, banking records, tax files, or medical records.
- We help you organize information and prepare better questions for licensed professionals.
Built from the family admin gap nobody talks about.
Ready File started from a practical question: if one parent was suddenly unavailable, could the other person keep the household running and find what matters?
The answer for many capable families is: probably, eventually — but under stress, with too much guessing. This is a calm way to close that gap before anyone needs it.
Questions families usually ask first.
Is this estate planning?
No. Ready File is practical family continuity planning. Estate planning should be handled by qualified legal and financial professionals.
Do you store my documents?
Not in the current version. We focus on document locations, checklists, and instructions. Sensitive storage comes later only if the security and privacy model is right.
Is this a password manager?
No. We help you plan digital access and emergency access, but you should use a trusted password manager for passwords.
Who is this for?
Parents, couples, caregivers, and households where important details live in one person’s head or across too many places.
Do we still need a will?
Yes. A Ready File does not replace a will or professional advice. It helps your family find practical information and know what to do next.
How long does it take?
The first version is designed to be built over a weekend. A guided session can help families make faster progress.
See what your family would need in the first 72 hours.
Request the free checklist and join the early access list for the DIY kit and guided pilot sessions.
Take the first practical step
- Get the 72-hour readiness checklist.
- Join the early access list for the DIY kit.
- Ask about guided pilot sessions if you want help getting unstuck.