Ready or Not: Getting Started

By failing to plan, you are preparing to fail.
Benjamin Franklin

One of the first steps we took to build our family action plan was to document essential information that would help when life happens.

Ready to get started?

  1. Complete and download the Ready or Not: Essential Information Guide Template for each person in your family. The personal details you’ll be documenting are sensitive and should be treated as such.
  2. Place the documents in a fire-proof safe or pouch.
  3. Identify a secure place in your home to store this information. Consider including a back-up version in a safety deposit box at your bank.
  4. Set a calendar reminder to review and update the information at least semi-annually.