The Family Financial Readiness Checklist Every Couple Should Complete Together
Does your partner manage your family’s finances? Would you know where to start if something happened to them tomorrow? This simple guide helps you sit down together, organize what matters, and protect your family before a crisis hits.
Many women find out too late that they don’t have access to the full financial picture: accounts, insurance, passwords, or benefits. The Family Financial Readiness Checklist helps you fix that now. Fill it out together, store it safely, and sleep better knowing you’re both protected.
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.
Family Financial Readiness Checklist makes it simple to organize the essentials: banking, insurance, home, and contacts, all in one place.
What’s inside:
✔ 9 easy sections covering banking, insurance, home, and digital life
✔ Personal and family details – so you always know where to find essential information
✔ Contacts and professionals – from doctors and employers to financial advisors and attorneys
✔ Estate planning documents – wills, powers of attorney, and where they’re stored
✔ Banking, credit, and investment accounts – what exists, who has access, and how to find them
✔ Insurance and benefits – what’s covered and who the beneficiaries are
✔ Digital life and passwords – how to access important online accounts and devices
✔ Secure storage checklist – what to keep, where, and who knows how to find it
✔ Quick-reference roadmap – what to do and who to contact first if something happens
Designed by estate-planning professionals and behavioral experts to help you go from avoidance to action.
Frequently asked questions
-
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. You do not need to include full account numbers or passwords if you’re not comfortable. The purpose is to have the conversation and you both to know what and where everything is.
-
Anyone who shares finances, owns a home, or wants to make life easier for themselves and their loved ones.
-
Once a year or anytime something big changes (new job, new house, new account).
Ready to feel prepared?
Download the Family Financial Readiness Checklist now and start with just one section tonight.
