Create your Family Handover Pack

Answer what applies to you — skip anything that doesn't, and it simply won't appear in your finished pack. Nothing here is sent anywhere; it all stays in your browser until you download your pack.

About your household

First person's name

Second person's name (if applicable)

First person's phone number

Second person's phone number (if applicable)

Home address

Where will you keep this pack?

Who knows it exists?

Read This First

The one page most likely to get read in an emergency.

If either of you is reachable, they should be contacted directly using the phone numbers you gave in Section 1. The people below are the fallback if neither of you can be reached.

If not reachable — call first: name & relationship

Phone number

If still unreachable — then call: name & relationship

Phone number

GP / doctor

Who can access money short-term?

Is a power of attorney in place?

Who would you want involved if things become too much to manage?

Will & solicitor (location and contact)

Who should be told, and in what order, if I die?

People to contact

Add anyone who helps run your life — solicitor, adviser, employer, a friend with a spare key.

Home & property

Do you own or rent?

Is there a mortgage on it?

Mortgage provider — name & contact

Landlord or letting agent — name & contact

Where are the property documents kept?

Spare key held by

Utility suppliers

Money, pensions & investments

Bank accounts

Pensions & investments

Do you have a financial adviser?

Adviser name & firm

Contact details

Insurance & vehicle

Insurance

Vehicles

Digital life

Where things are managed — never passwords themselves.

Password manager

Have you set up emergency access with it?

Who has access, or how it's set up

Primary email account(s)

Cloud photo / document storage

Social media

Documents, valuables & payments

Will is in place

Where is the will held?

Where are your other important documents kept?

Any valuables worth noting?

Regular payments

A printed list of direct debits has been exported

Where is this list kept?

Dependants & wishes

Children

Pets

Household routine worth knowing

Personal wishes — funeral, organ donation, sentimental items

Anything else

Anything that doesn't fit elsewhere — a stray account, an odd arrangement, something you'd just want someone to know.

Notes

Before you generate your pack

Based on your answers — not a guilt trip, just an honest gap list.

Your pack is ready to build

This creates your personalised document right here in your browser. Nothing you've entered is sent anywhere.

Opens your browser's print dialog — choose "Save as PDF" as the destination.