The Just-in-Case Plan: Important Papers & Accounts in One Place

Everything important in your life, written down in one place. Fill it in on screen or print it out.

Who to call, which accounts exist, where the documents are, how the house works. The Just-in-Case Plan is a fill-in workbook that gathers it all, so nobody has to go hunting when they need to find something.

What's inside

• 17 fill-in sections: about me, key contacts, health, medications, insurance, banking, income and debts, bills, home, vehicles, pets, legal documents and more
• Fillable on screen: type straight into the PDF and save it, or print it and write by hand
• Where things are: keys, papers, valuables and stored items, in one list
• Digital life: devices, email, an online account list, and how to set up legacy contacts for Apple, Google and Facebook
• How the house works: shutoffs, breaker box, service providers and the details a helper would need
• Privacy built in: no passwords or full account numbers, just where to find them
• A review log to keep it current

19 pages · 600+ fill-in fields · Large print · Fillable and printable · Edition 2026

This plan helps you organize information. It isn't legal or financial advice; for wills, trusts and powers of attorney, please talk with an estate planning attorney.

Our "Learn Something New" guarantee: if this guide doesn't teach you something new, let us know within 15 days for a full refund.

Part of the Kitchen Table Guides collection. We review every guide at least once a year, so you always get the newest edition when you buy.