Records Readiness Checklists
All seven categories — identity, health, financial, housing, employment, legal, and family — as printable checklists you can start on today.
Open the checklists →Life Event Guides
Free starter editions for a first apartment, first job, caregiving, estate and loss, reentry, and property transitions — printable and ready to use.
Read the free guides →Free E-Book: The Starter Handbook
All seven category checklists compiled into one e-book for your e-reader or phone — EPUB format, free.
Download the e-book (EPUB) →Records Request Builder
Build a ready-to-send letter asking an employer, school, provider, landlord, bank, insurer, or agency for copies of your records — eight letter types, done in two minutes.
Open the Request Builder →Business Transition Worksheet
What to demand in the data room when buying a rental property — the records that should transfer with the keys, plus the red flags that mean trouble.
Open the worksheet →Get new checklists and guides as they publish
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The Records Readiness Library
Our full library of e-books, templates, courses, and the request-letter collection — organized by record category, life event, industry, and audience.