If something happened tomorrow, would you know where to start?
Everyone knows a story: a friend or mother left scrambling to find passwords, policies, and papers. We made a simple checklist to help you feel calm, organized, and prepared. No spreadsheets, no stress.
Why you need this checklist
In many families one adult manages the finances and the other partner doesn’t have a full picture.
We’ve heard from many women - even those with equal education and income to their partner - say they’d feel “helpless” in terms of finances, accounts, insurance, mortgage, etc if their partner was gone.
The Partner Info Checklist makes it simple to organize the essentials: banking, insurance, home, and contacts, all in one place.
What’s inside:
✔ 10 easy sections covering banking, insurance, home, and digital life
✔ Prompts that help you ask the right questions (not overwhelm yourself)
✔ Conversation scripts to get your partner talking
✔ Next-step tips for storing it safely
Designed by estate-planning professionals and behavioral experts to help you go from avoidance to action.
Frequently asked questions
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Yes. We designed it to be printed out and stored securely so that you don’t have to worry about digital security. We recommend keeping copies of this in two secure locations.
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Anyone who shares finances, owns a home, or wants to make life easier for loved ones.
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Once a year or anytime something big changes (new job, new house, new account).
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Ready to feel prepared?
Download the Partner Info Checklist now and start with just one section tonight.