Family Organization & Checklists
The Adult Binder Checklist
Free
56 itemsEvery important document, account, and piece of information in one organized place. Build it on a Saturday. Know where everything is. This free the adult binder checklist gives you a 56-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
What's on the list
- Identity Documents
- Passport — location, expiry date, renewal reminder set
- Driver's license — location, expiry, renewal process noted
- Birth certificate — original location noted
- Social Security card or national equivalent — location noted
- Marriage certificate if applicable — location noted
- Divorce decree if applicable — location noted
- Citizenship documents if applicable — location noted
- Children's birth certificates — location of each noted
- Financial Accounts
- Primary bank — institution, account number format, online login saved securely
- Savings account — institution, purpose, online login
- Investment accounts — institution, account type, advisor contact if applicable
- Retirement accounts — 401k, IRA, pension — institution and contact
- Credit cards — issuer, last four digits, customer service number
- Mortgage or rent — lender or landlord, account, monthly amount, due date
- Car loan if applicable — lender, account, monthly amount
- Insurance Policies
- Health insurance — provider, policy number, group number, customer service
- Dental insurance — provider, policy number
- Vision insurance — provider, policy number
- Life insurance — provider, policy number, beneficiaries confirmed
- Home or renters insurance — provider, policy number, annual renewal date
- Car insurance — provider, policy number, renewal date
- Any other policies — note provider and purpose
- Legal Documents
- Will — location of original, attorney contact, last updated date
- Power of attorney — exists, location, who holds it
- Healthcare directive or living will — location, key wishes summarized
- Trust documents if applicable — location, trustee
- Property deeds if applicable — location
- Vehicle titles — location
- Medical Information
- Primary care doctor — name, practice, phone, patient portal login
- All specialists — name, specialty, phone, last appointment
- Current medications — name, dose, timing, prescribing doctor
- Allergies — medication, food, environmental
- Medical history — significant conditions, surgeries, hospitalizations
- Vaccination records — location
- Blood type — noted
- Health insurance cards — location, photo saved in phone
- Subscriptions and Recurring Bills
- List every active subscription — service, monthly or annual cost, renewal date
- Note which card each subscription bills to
- Identify subscriptions not used in 3 months — cancel these now
- Total monthly subscription spend — know this number
- Utility accounts — electric, gas, water, internet — provider and account numbers
- Phone plan — provider, account number, monthly cost
- Emergency Information
- Emergency contacts — name, relationship, phone, in priority order
- Location of spare keys — who has them
- Home alarm code and instructions
- Wi-Fi network and password
- Utility shutoff locations — water main, gas, fuse box
- Vet contact and pet medical information if applicable
- Location of this binder — tell someone it exists
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