Backup Plan(ner)

The “Just In Case” Backup Plan(ner) is a fillable PDF designed to prepare you- and the people who love you- for life’s most unexpected moments. Most families wait until it’s too late to gather bank accounts, insurance policies, investment info, passwords, medical records, legal documents, or even basic instructions- leaving loved ones overwhelmed, locked out, and unsure of what to do. This planner fixes that by putting everything in one place: emergency contacts, financial access, medical history, home inventory, heirloom details, and even final wishes or personal notes. With over 150 guided prompts, it walks you through documenting every essential detail step by step, so no one is left scrambling or guessing. Whether filled in digitally or printed, it becomes a gift of clarity, protection, and peace of mind for the people who matter most.

Instant Download: Get immediate access to the planner right after purchase.

Over 150 Prompts: With more than 150 detailed prompts, the planner guides you through documenting every essential piece of information

Printable: Designed for convenience, it's easy to print out so you can fill in the details by hand, making it accessible to everyone.

Easy to Fill In: The layout is user-friendly, making it straightforward to fill in your information digitally or by hand.

PDF Accessibility: Easily access and fill your planner in Adobe Reader, compatible with a wide range of devices for viewing and printing.