Care continues.

Family Affairs Update & Handover Pack

Free household edition 1.1.0. No purchase or registration needed.

  1. Begin with one contact, three document locations and a date for your next review.
  2. Choose the editable PDF or Excel as your master copy. Save a test entry, close and reopen before entering more.
  3. Ask your helper whether they are willing to help. A note is not legal authority.
  4. Try finding one record together. Give any gap a specific next action.

Choose your files

Print at actual size using the Letter or A4 version. The fillable PDF uses Letter pages. The Excel workbook retains its tested v1.0 layout and formulas.

No passwords, PINs, recovery codes, full account numbers or identity numbers. Completed files stay with you; check your own software and cloud-storage settings.

Use any topic that matters now. Gathering wishes and remembrance topics are optional. These notes help during temporary absence as well as longer-term planning.