The Household Handoff

The First 30 Days Checklist. So no one is locked out of an account, missing a bill, or wondering who picks up the kids.

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We will never sell your information.

Could someone else keep things running for a month?

In most homes, one person knows where everything is: the accounts, the insurance, the passwords, which bills pay themselves and which don’t.

If that’s you, the Household Handoff gets it out of your head and onto paper. If your partner handles all of it, it’s a gentle way to start the conversation. And if you live on your own, someone would still need to step in, and this gives them a place to start.

How it works

  • Sit down together and pick one section. You don’t have to do it all at once.

  • Write “need to create” next to anything missing, so you know what to come back to.

  • Store it somewhere safe, and make sure more than one person knows where it is.

What’s inside

Eight short sections plus a quick-reference page:

✔ Your personal information: the details someone may need if they’re helping manage things for you

✔ Key contacts: doctors, your employer, financial advisors, and attorneys

✔ Estate planning documents: what you have and where the originals are kept

✔ Employer information: benefits, HR contacts, and workplace accounts

✔ Financial information: bank, credit, and investment accounts, and who can access them

✔ Insurance: what’s covered and who the beneficiaries are

✔ Digital life: your password manager, devices, and who has emergency access

✔ Secure storage: what’s kept where, and who knows how to find it

✔ Quick reference: who to call first

Wrote “need to create” next to your documents?

Mitzi can help you create some of the most common ones. Mitzi is a self-guided estate planning and educational platform designed by an estate planning attorney. It’s live in Michigan, with more states coming soon.

Start in Michigan → · Join the waitlist →

Getting organized with your parents too?

The Mom & Dad File is a printable guide for sitting down with your parent and getting their information in one place, before you need it. $9.99.

Get the Mom & Dad File →

Frequently asked questions

  • It’s designed to be printed and kept somewhere secure, so it isn’t sitting online. Many people keep a copy in two safe places. You don’t need to write down full account numbers or passwords. What matters is that the people who’d need to step in know what exists and where to find it.

  • Couples, singles, and anyone who shares a household, owns a home, or would want someone they trust to be able to step in.

  • No. The Household Handoff is an organizer. It helps you keep track of your information and documents, but it doesn’t replace documents like a power of attorney. If you'd like someone to be able to act for you, documents like a financial or healthcare power of attorney are commonly used for that.

  • Once a year, or whenever something big changes, like a new job, a new home, or a new account.

Start with one section tonight.

Enter your email and we’ll send you the Household Handoff.

We will never sell your information.

This is for general educational purposes only and does not constitute legal advice. Estate planning laws vary by state. Mitzi is not a law firm. Please consult a licensed attorney for guidance specific to your situation.