A digital preparedness kit for families

Get the important details before a crisis.

The Family Casefile. gives adult children a calm, plain-English way to organize a parent’s documents, accounts, medical wishes, and property—one conversation at a time.

Get the kit for $59 See what’s inside

Digital download. Start privately, move at your family’s pace.

What you can expect from us

Plain English, never legal fog

Clear prompts help you ask useful questions without pretending to replace professional advice.

Built for sensitive conversations

A thoughtful sequence keeps the process manageable instead of turning it into one overwhelming meeting.

Your family stays in control

Download the files, choose what to complete, and decide where information should be stored and shared.

Inside the casefile

One home for the facts someone may need fast.

Work through the kit in order or start with the area that feels most urgent. Each part turns an uncomfortable unknown into a practical next step.

Map the essentials

Record where identity papers, estate documents, deeds, insurance policies, tax records, and household instructions can be found.

Understand money and accounts

Create an organized index of financial institutions, recurring bills, benefits, professional contacts, and account-access instructions—without putting passwords in unsafe places.

Make wishes easier to honor

Use guided prompts to discuss medical preferences, care priorities, trusted decision-makers, pets, property, and personal requests.

Keep the plan useful

Assign follow-ups, note missing documents, and revisit the casefile as health, homes, accounts, and family roles change.

Choose your level of support

Start with the kit. Add help when you need it.

Best place to begin

The Family Casefile. Kit

The complete downloadable organization system, plus the seven-email “one conversation a day” welcome sequence.

$59

Document and account inventory
Medical-wishes conversation prompts
Property and household records
Action list and update tracker
Printable and digital-use files
Instant access after checkout

Buy the kit

Vault membership

$9/month

Ongoing access to a secure organizing space, update reminders, and the latest casefile resources.

Explore the Vault

Recorded workshop

$199

A guided, on-demand walkthrough for families who want context, examples, and a clear completion plan.

Get the workshop

For financial advisors and insurance professionals

White-label advisor edition: $499/year, plus $29 per client kit.

Ask about advisor access

A calmer next conversation

You do not need every answer today.

You only need a thoughtful place to begin. Open the casefile, choose one topic, and make tomorrow a little less uncertain.

Start The Family Casefile.