Toolkits · New parents and families
Paperwork and money kits for new parents and families
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Family Protection Bundle
The family emergency binder, the family records organizer and the privacy opt-out kit: every important document in one place, and less of your family's data in broker lists.
Every kit for new parents and families (15)
Bundle
Household Money Bundle
Plan the month, see where you stand over time and keep track of where important papers are.
$39 · 3 products in one download
Document pack
New Baby Paperwork Kit
Every form a new baby needs, in the order you'll need them, on one tracker.
$15 · Word and PDF
Excel workbook
Family Records and Important Documents Organizer
Write down where things are and who to call, so your family is not hunting for papers in an emergency.
$14 · example and blank copies
Document pack
Family Emergency Binder
Everything the person who steps in will need to know, in one binder on the shelf.
$19 · Word and PDF
Document pack
Child Travel Consent Kit
The letter airlines and border officers may ask for, filled in once and signed in front of a notary.
$12 · Word and PDF
Document pack
HSA and Dependent Care FSA Planner
Pick your HSA and dependent care FSA amounts at open enrollment and keep the receipts that back them up.
$12 · Word and PDF
Document pack
Trump Account Family Organizer
Keep a child's Trump Account paperwork and deposits in one place, checked against irs.gov.
$12 · Word and PDF
Excel workbook
Household Budget and Bill Calendar
Give every dollar a job, track what actually happened, and see which bills land in which month.
$19 · example and blank copies
Document pack
College-Bound Documents Kit
At 18 your child's medical and school records become theirs. Here's how they can choose to keep you in the loop.
$15 · Word and PDF
Document pack
Parent PLUS and Grad Loan Cap Planner
See the funding gap the new federal loan limits leave, year by year.
$15 · Word and PDF
Excel workbook
Home Buying Cost and Affordability Planner
Put in your income, debts and savings, then compare homes on the real monthly cost and the cash you need on closing day.
$19 · example and blank copies
Bundle
Tax Season Ready Bundle
Most of tax season is finding things. Get the forms in one folder, know where every account and policy lives, and see the year's bills before they land.
$29 · 3 products in one download
Document pack
Single Parent Tax and Records Kit
Keep the records behind your credits and filing status in one place all year.
$17 · Word and PDF
Document pack
FAFSA 2027-28 and Scholarship Organizer
Every account, document and deadline for the 2027-28 aid year, plus each scholarship you apply for.
$15 · Word and PDF
Document pack
NJ First Home Purchase Checklists
The paperwork side of buying your first New Jersey home, from first lender call to keys.
$15 · Word and PDF
Free calculators to try first
No email and nothing to download: they run in your browser.
- Child investment account checkerWhether your child may qualify for the pilot deposit
- Dependent care FSA limitHow much you can set aside for child care
- Child travel consent letterFree letter when a child travels without both parents
- Parent PLUS limit calculatorWhat the new borrowing caps mean for your family
- Holiday budget calculatorA spending plan for the holidays
Common questions
What paperwork is due right after a baby is born?
Usually the birth certificate, the Social Security number, adding the baby to health insurance within the plan's window and updating payroll withholding. The New Baby Paperwork Kit lists each step with the agency link and the deadline to watch.
Which kit helps if something happens to us?
The Family Emergency Binder: who to call, where the documents are, account and insurance details and care instructions, in one binder a relative can use. The Family Protection Bundle adds the records organizer and privacy kit.
Can a child travel abroad with one parent?
Often the other parent's written consent is expected. The Child Travel Consent Kit has the letter and a checklist, and the free letter tool on this page drafts a basic one.
When should we start on college paperwork?
Junior year of high school is a good time: the College-Bound Documents Kit lists what to gather for the FAFSA and applications, and the Parent PLUS planner shows what borrowing is possible under the new caps.