The Peace of Mind Checklist

Twenty things your family would need to know, find, or reach if something happened to you. Check off what's already handled; the unchecked boxes are your to-do list.

This file works completely offline. Nothing you check is sent anywhere — print it, or keep it on your device. An organizational tool, not legal advice.

The people

One person knows they'd be in charge. You've asked them, and they said yes. A contact list exists — doctor, attorney, insurance agent, accountant, closest family — written down in one place.

The documents

A will exists and the original's location is known to someone besides you. Durable power of attorney is signed — someone can handle finances if you're incapacitated. Healthcare proxy is named — someone can speak for you medically. Advance directive / living will states your wishes in writing. Beneficiary designations on retirement accounts and life insurance are current — checked within the last year.

The money

Every financial account is listed — bank, brokerage, retirement — by institution, findable by your person. Debts are listed — mortgage, cards, loans. Insurance policies are listed — life, health, home, auto — with company names. Recurring bills are listed — what pays automatically, from which account.

The digital life

Email accounts are listed — they're the master keys to everything else. A password manager exists (or one written, locked-away list) — and your person knows where access instructions live. Never in this document. Legacy contacts are set — Apple, Google, and Facebook each offer one. Subscriptions are listed — what your family would keep paying without a list. Photo libraries have a plan — where they live and who should get them.

The handoff

Everything above lives in one findable place — a binder, a box, a file. Your person knows where that place is. A yearly review date is on the calendar. Funeral wishes are written down — even briefly. Decisions made in grief are the hardest ones.

Made by Quietkeep — private, offline organizers for life's hardest moments. When you're ready to go deeper than a checklist, our organizers walk you through every box above, step by step, entirely on your own device. quietkeep.co