When someone passes away, the people left behind are often left piecing things together at the worst possible time — which bank accounts existed, where the will is kept, what insurance policies are active, who to call. The Family Emergency Guide exists so nobody has to do that from scratch.
What it gathers in one place
- Bank and financial account information
- Where your will and other key documents are kept
- Active insurance policies and how to access them
- Key contacts your family would need to reach
This doesn't replace a will — it's a companion to one. A will says what happens to what you own; this guide makes sure your family can actually find it all.
Some families already have all of this organized somewhere. If that's you, great — it costs nothing to double check. If it's not, this is usually one of the fastest, lowest-effort things you can do for the people who'd otherwise be searching.
Want this for your family?
Get this as part of your free protection package. Leave your info and I'll reach out to set up a time.
Prefer to talk? Call or text (925) 201-5204.