Free Checklists

The seven-category readiness checklists

Work through one category at a time. Print any checklist, or save it as a PDF from your browser's print dialog.

Category 1

Identity Records

The documents that prove who you are. Almost every other record depends on these — and they are the hardest to replace in a hurry.

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Category 2

Health & Care Records

The records that let you or a caregiver make informed decisions quickly — and prove what happened, when, and who authorized it.

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Category 3

Financial Records

The proof behind every dollar in, dollar out, and dollar owed. When money is questioned, the record answers.

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Category 4

Housing & Property Records

Where you live and what you own. These records decide disputes about deposits, damage, ownership, and repairs.

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Category 5

Employment & Education Records

Your work and learning history — the proof behind every job application, license renewal, and benefit claim.

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Category 6

Legal & Important Documents

The documents that speak for you when you cannot — and the proof that stands up when a dispute arrives.

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Category 7

Personal & Family Records

The records that carry your family’s story — and the practical ones a family needs on its hardest days.

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These are educational starting points describing records commonly kept in each category — not legal, tax, or medical requirements. See our Service Boundaries.

Prepare before life asks for proof.

Start with a Records Health Check — a clear picture of what records you have, what's missing, and what to do about it.