--- title: "Family Records & Important Documents Organizer (Excel) | MCC" description: "Excel workbook that records where your important documents, accounts, insurance and household details are kept and who to contact, with review reminders…" url: "https://mcc-solutionsnj.com/toolkits/family-records-organizer" --- Excel workbook # Family Records and Important Documents Organizer: Where Everything Is and Who to Call Write down where things are and who to call, so your family is not hunting for papers in an emergency. **$14** one time · 14-day full refund · example and blank copies · download link by email Buy now, $14 Try the free starter 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Families, caregivers and anyone preparing their affairs, including before signing a will, power of attorney or health care directive. Not the right fit if You need a will, power of attorney or health care directive: this records where things are and is not a legal document. Why it is different - It records where things are, never the secrets themselves, and a built-in helper flags entries that look like account or ID numbers. - Each document shows a review-due or expiring status against a date you set. - A filled example for an invented family with obviously fake details and a blank copy with working formulas. What is inside - **Start Here.** Purpose, a clear warning about what never to type and what the organizer is not. - **Key Contacts.** Family, emergency contacts, doctors, attorney, tax preparer, insurance agent and others. - **Documents Map.** Where each original and copy is kept, who holds one, when it was signed or issued, when it expires and when it was last reviewed, with a status for each. - **Accounts and Subscriptions.** Institutions and subscriptions with where the login is kept, not the login, and what the subscriptions cost each month and year. - **Insurance.** Policy types, agent contacts, premiums and renewal dates. - **Digital and Household.** Recovery contacts, utility shutoffs, vehicles, pets and where medication lists are kept. - **If Something Happens.** A one-page checklist for a caregiver or executor that pulls the locations of the key documents. - **Review Schedule.** A yearly review so the information stays current. - **Checks.** A helper that flags entries that look like they contain a number or are too long. A look inside ## Example data, real formulas [![Key Contacts tab of the Family Records and Important Documents Organizer, with example data](/img/toolkits/family-records-organizer/a.png)](/img/toolkits/family-records-organizer/a.png) Key Contacts tab with example data. Made-up numbers. [![If Something Happens tab of the Family Records and Important Documents Organizer, with example data](/img/toolkits/family-records-organizer/b.png)](/img/toolkits/family-records-organizer/b.png) If Something Happens tab with example data. Made-up numbers. Get it ## Family Records and Important Documents Organizer Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=family-records-organizer) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal advice. An organizing aid. It is not a will, power of attorney, health care directive or any legal document, and it is not legal, tax or financial advice. To make or change those, ask a licensed attorney; signing and notarization rules vary by state. Do not type Social Security numbers, account numbers, PINs, passwords or security answers into this file. The warning helper cannot catch everything. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right. Ways to get it ## Just this kit, or more This kit **$14 one time** Family Records Organizer. Buy this kit The set **$29 one time** 3 kits including this one, $23 less than buying them separately. [See the set](/toolkits/tax-season-ready-bundle) Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The Family Records Organizer as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** It is not a will, power of attorney, health care directive or any legal document, and it is not legal, tax or financial advice. To make or change those, ask a licensed attorney; signing and notarization rules vary by state. **Is it the right fit for me?** It is made for families, caregivers and anyone preparing their affairs, including before signing a will, power of attorney or health care directive. Skip it if you need a will, power of attorney or health care directive: this records where things are and is not a legal document. Free starter ### Try a free one-tab version first A small working Excel file with the same kind of math, filled with made-up example numbers you can type over. We send one confirmation email, and no series follows. Rather hand it off? ### We can keep the books for you each month If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation. [Get a bookkeeping quote](/bookkeeping/#interest) [Free books health check](/bookkeeping/health-check) Prefer to keep it yourself but want a hand getting started? [Book a 45 minute setup session](/workbook-setup-session) ($65). Buy it with the others [Bundle ### Household Money Bundle This product plus 2 more, in one download. $39 instead of $47 separately](/toolkits/household-money-bundle)[Bundle ### Caregiver Bundle This product plus 2 more, in one download. $35 instead of $52 separately](/toolkits/caregiver-bundle)[### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook) ## More bookkeeping and business toolkits - [Financial Ratio Analysis Workbook](/toolkits/financial-ratio-analysis-workbook) $29 - [First Job, First Paycheck Kit](/toolkits/first-job-first-paycheck-kit) $12 - [Fix-Your-Own-Credit Kit: Free Reports, Disputes and Freezes](/toolkits/diy-credit-repair-kit) $15 - [Florida Employer Compliance Kit 2027](/toolkits/florida-employer-compliance-kit-2027) $19 - [Florida Landlord Compliance Kit](/toolkits/florida-landlord-compliance-kit) $19 - [Florida Small Claims Court Kit](/toolkits/florida-small-claims-court-kit) $19 [See every toolkit and document pack](/toolkits/all) ## Rather have someone do the books? [Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)