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Put your family name on the cover and every section.
The Family Archive | California Edition 2026
Life & Estate Planner
One thoughtfully designed place for the information your family may someday need — accounts, policies, documents, digital access instructions, care preferences and final wishes.
Made to be used today, updated over time, and understood by the people you love.
- 19 sections, 189+ prompts and 31 record tables
- Home, Care & Life Transitions included at no extra charge
- Your name printed on the cover and every section
- Work saves as you type, and you can download a backup file
- Print to PDF at any time, as many times as you like
PrivateSaved in your browserPersonalYour name throughoutPracticalPrint or keep digitally
Simple by design
A lasting family record in three steps
Complete privately
Work at your own pace. Your entries stay in the browser you use.
Keep and share
Save the polished PDF, print it, and store it with your estate documents.
What is inside
Section 19 helps you organize staying at home, downsizing, moving to family, assisted living or a nursing home. Use it when relevant. Guided planning and coordination are separately quoted: explore Life Transitions services.
Nineteen sections for your life today and the people you love
- 01PERSONAL & FAMILY
- 02PROFESSIONAL ADVISORS & CONTACTS
- 03ASSETS & REAL ESTATE
- 04VEHICLE RECORDS
- 05BUSINESS INTERESTS
- 06DEBTS & CASH FLOW
- 07SUBSCRIPTIONS & RECURRING CHARGES
- 08INSURANCE & PROTECTION
- 09LEGAL & DECISIONS
- 10DOCUMENT CONTROL
- 11SAFE DEPOSIT BOX & HOME SAFE
- 12STORAGE UNITS & OFF-SITE PROPERTY
- 13DIGITAL LIFE
- 14MEDICAL & PERSONAL CARE
- 15VETERAN BENEFITS
- 16LEGACY & FINAL WISHES
- 17FUNERAL & FINAL ARRANGEMENTS
- 18NOTES & MESSAGES
- 19HOME, CARE & LIFE TRANSITIONS
Planning questions
Before you start your family planner
Is the Life & Estate Planner a will or a trust?
No. It is an organizational worksheet for information, preferences and record locations. Completing it does not create a will, trust, power of attorney or healthcare directive. Legal documents require their own preparation and signing.
Where are my planner answers saved?
Answers are saved in the browser you use. Download a backup and store it securely; clearing browser data or changing devices can remove access to that browser copy. Use Restore to import a saved backup. Protect printed copies and exported files as private family records.
Do I have to complete the care and housing transition section?
No. Section 19 is included at no extra charge and can be used when relevant. It covers preferences, options, belongings, move tasks and follow-up questions; it does not decide the appropriate level of care.
Your professional contact: Shekhar Chikhalikar · credentials and service areas. Discuss your situation.
Official resources
What this planner is — and is not
The planner is an organisational worksheet. It is not a will, a trust, a power of attorney or a healthcare directive, and filling it in does not transfer assets or name legal guardians. It does not create an attorney–client relationship. When you are ready for the legal documents themselves, start with a free 10-minute review.