Category 7 of 7

Personal & Family Records

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

← All checklists

Family essentials

  • Emergency contact list (paper copy, not just phones)
  • List of every important account, policy, and where its records live
  • Instructions a trusted person would need if you were unavailable
  • Funeral or final wishes documents
  • Death certificates for deceased family members (order extra certified copies)

History & keepsakes

  • Family photos — organized, labeled, and backed up
  • Family tree or genealogy records
  • Military service records of family members
  • Letters, journals, and documents worth preserving
  • An inventory of heirlooms and who should receive them

Digital life

  • List of online accounts that matter (email, photos, banking)
  • Password manager or a sealed record a trusted person can access
  • Backup of irreplaceable digital files in a second location
Overwhelmed by the list?

That's what PRC is for. A Records Health Check turns this checklist into a done system.

Book a Consultation

Educational starting point, not a legal/tax/medical requirement — 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.