Family File Essentials

The short version. Thirty-two pages that cover what your family would need first, in a booklet that doesn't take long to fill in.

$15

Shipping is $5.95 within the US, and free when your order includes any other printed book.

Facts and locations only: never full account numbers or passwords.
Printed to order and shipped to US addresses. Printed in 3–5 business days; tracked delivery usually within 2 weeks.

What's inside

A condensed version of the Family File, one page per subject where the full book has a whole file.

A welcome and how to use the booklet
The First Ten
People to call
Accounts locator (one page)
Insurance locator (one page)
Documents locator
Digital legacy (one page)
Bills on autopay
Final wishes (one page)
A short letter page
Where this booklet is kept, and who knows

A good first step

Essentials is for anyone who wants the most important answers written down this week: someone just starting out, a parent who would rather not face 112 pages, or a friend you'd like to nudge without a big gift.

When you're ready for the whole map, the last page points you to the full Family File.

See the full Family File

For professionals

Essentials can be co-branded with your firm's logo and contact block and shipped in bulk to your office, from 25 booklets. Agents who market Medicare plans get the Medicare Edition: no prices, no upsell page and a retail value that stays at or under the $15 nominal-gift limit. Check your plan's current rules before you give.

See Pro pricing