A clear starting point for the people you trust.
Your family map brings the practical details together, so someone can find the right records and people without starting from scratch.
Look inside a completed example.
Nine pages showing a fictional family’s contacts, bills, insurance, records, and practical instructions.
What your map helps them find.
Bills and financial relationships
The providers and institutions involved, how recurring bills are handled, and where supporting records are kept.
Insurance and key contacts
Which company holds a policy, where the information is, and who to contact.
Records and access instructions
Where important files live and where you keep the separate instructions for accessing devices and accounts.
Everyday responsibilities
The people, routines, and upcoming tasks that matter to your household.
Business information, when relevant
Your key business relationships, ownership records, contacts, and the information your family would need to investigate income and obligations.
Details still needing attention
Clear gaps and open questions, rather than guesses presented as answers.
Reviewed with you. Ready to share.
You receive a digital copy and a version you can print. You decide where to keep it and who should know how to find it.
We review the details with you and identify anything still unresolved. Your map can record an issue that needs attention without pretending that issue has been fixed.
Give your family somewhere to start.
Talk with Steve about your household and how we can help you build your family’s map.
Arrange an introductory call