Example plan. The Delgado family is fictional. Every name, business, and phone number on this page is made up. This is a read-only preview of what a finished plan looks like.
Example family plan
Maya Delgado's plan
Maya and Chris Delgado, with Leo (7) and Ava (4)
Last reviewed October 2026
Who to call first
Chris Delgado
Spouse · Call first
(312) 555-0142
Rosa Delgado
Maya's mother · Backup for the kids
(312) 555-0187
Dana Park
Neighbor · Has a house key
(312) 555-0119
Medical
- Blood type
- O+
- Allergies
- Penicillin (hives)
- Conditions
- Hypothyroidism
- Medications
- Levothyroxine 50 mcg, every morning
- Primary doctor
- Dr. Alan Weiss, Lakeview Family Medicine, (312) 555-0163
- Pharmacy
- Corner Street Pharmacy, (312) 555-0155
- Preferred hospital
- Northside General
Directives
- Healthcare directive
- Signed 2024. Original in the fire safe, hall closet. Copy in the vault.
- Healthcare agent
- Chris Delgado. Backup: Rosa Delgado.
- Will
- Signed 2023 with Harbor Law Group, (312) 555-0130
Kids
This is what the sitter or grandparent handoff shares. Setting one up takes seconds.
Leo, 7
- School
- Maple Street Elementary, pickup 3:10pm
- Pediatrician
- Dr. Priya Shah, (312) 555-0171
- Allergies
- Peanuts. EpiPen in the kitchen drawer left of the sink.
- Authorized pickups
- Chris, Rosa Delgado, Dana Park
Ava, 4
- Preschool
- Little Oaks, pickup 5:30pm
- Pediatrician
- Dr. Priya Shah, (312) 555-0171
- Allergies
- None known
- Bedtime
- 7:30pm, needs the blue rabbit
Insurance
- Health
- Northfield Health through Maya's employer. Cards in both wallets, photos in the vault.
- Life
- 20-year term policy on each of us. Policy documents in the vault.
- Home
- Policy with Lakeshore Mutual. Agent: Tom Reyes, (312) 555-0124
- Auto
- Both cars on one Lakeshore Mutual policy
Finances
Where things are and how they're paid. No account numbers on the page.
- Checking and savings
- Lakeside Credit Union, joint accounts
- Retirement
- Maya: 401(k) through work. Chris: IRA at a brokerage, login in the password manager.
- Mortgage
- Auto-pays on the 1st from joint checking
- Kids' college
- 529 plan for each child, statements in the vault
Digital life
Where to find access, never the passwords themselves.
- Password manager
- Emergency kit printed and stored in the fire safe
- Maya's phone
- Chris knows the passcode
- Email recovery
- Recovery codes in the password manager under "Email"
- Photos
- Shared family album, Chris is a co-owner
Household
- Recurring bills
- Mortgage, electric, gas, water, internet, two phones, daycare. Full list with amounts in the plan.
- Home alarm
- Code in the password manager under "Home alarm"
- Trash and recycling
- Tuesday night to the curb
- Water shutoff
- Basement, behind the furnace
Who gets access when
| Person | Sees | When |
|---|---|---|
| Chris Delgado | The full plan | Now |
| Rosa Delgado | Medical, kids, and contacts | Now. Everything if Maya misses check-ins. |
| Babysitter | The kids handoff sheet | Set up in seconds, for the night |
Safety check-ins: Weekly. If Maya misses one, Chris gets an alert after 24 hours.