The Organized Mom Life

Simple organization for busy moms

“Just in case” spreadsheet (free template)

This “just in case” spreadsheet is a free template to help you organize all your accounts, login information, passwords, and other information that loved ones will need to access in case of your death.

I knew I wanted to organize my account and passwords digitally for my loved ones, just in case anything happened to me, but a quick google search revealed that almost everything out there is on paper:

So many emergency binders and just in case printables. No thanks. I wanted something where I could link my accounts and passwords, and keep it all digital. So I made my own, and now I’m sharing it with you, too.

Note: This post contains affiliate links for Amazon and for 1Password- a company that I personally use and love. This means that if you choose to click through and make a purchase, I will receive a small commission at no extra cost to you.

Download the just-in-case spreadsheet here:

Download the spreadsheet here!
Or download the XLSX version here.

Note: This template is view only. You will need to make a copy of the template before you are able to edit.

Email me the template

Note: I have also created a printable to-do list to help you in this process. You’ll get both the spreadsheet and the to do list here:

How to use this spreadsheet

Here are the important details to walk you through each step:

1. Make a copy of the spreadsheet and start filling it in.

You don’t have to fill in this entire sheet, and you don’t have to fill it all in right away.

Start with the things that are easy, and come right to mind. Add links that you already know. Then leave the rest to fill out later in the process.

2. Set up a password manager.

This is optional, but I found that it makes the whole process of keeping track of your accounts infinitely easier!

I use 1Password. It lets you import all your auto-saved passwords from your phone and internet browser.

(You can try a 14 day free trial here to see whether you like it before buying!)

Then, every time you create a new password or change a password, it gives you a super-secure password suggestion, and remembers it for you!

Not only does this make my life so much easier, I know that if something were to happen to me, my loved ones could use my password manager to easily access all of the accounts that they might need.

3. Share access to your just-in-case spreadsheet and your password manager

I printed out a copy of 1Password‘s emergency kit, and gave one to several different trusted family members.

This will allow them to access all my accounts and passwords if they ever need to.

And if nothing happens to me 🤞 I still sleep well at night knowing that all my passwords will be safe and secure.

I also made sure that those same trusted individuals have access to my just-in-case spreadsheet.

4. Make an appointment to write a will

If you haven’t yet, make an appointment today to write a will. It’s the best way to make things easier for your loved ones if something were to happen to you.

5. Store important documents in a safety deposit box or fireproof safe

There are some documents that you just need the paper copies of: Your birth certificate, social security card, passport, etc.

Store these in a safety deposit box, or in a fireproof safe, like the one I have, here:

Preview Product Price
SentrySafe Black Fireproof and... SentrySafe Black Fireproof and… $74.00Amazon Prime Buy on Amazon
Amazon Basics Hanging Organizer File... Amazon Basics Hanging Organizer File… $12.68Amazon Prime Buy on Amazon

I use hanging file folders to organize important documents for each member of my family, our will, and our 1Password emergency recovery information.

Everything else can be accessed online through this accounts spreadsheet, so I don’t even keep paper copies.

Simple and sweet.

7. Finish filling out the spreadsheet

Finally, keep working on filling in each part of your just-in-case spreadsheet, until it is as updated as you want it to be.

Use 1Password to change weak and insecure passwords as you go.

Tips for using your spreadsheet

Here are the different tabs you’ll find in this spreadsheet, along with some tips for filling in each section:

1. Start here

In this section you’ll include vital information that someone will need to know if they have been tasked with organizing your affairs:

  • Contact information for people who have access to important information
  • How to access your password manager
  • Your phone passcode and the names of your Google accounts
  • Where to find important paper documents such as your identification and will

There is also an option to link your digital address book, if you have one.

2. Accounts/investments

This is the spot to write down the names of any accounts or investments that you have:

  • Bank accounts
  • Stock
  • Retirement funds
  • College funds for your kids, etc.

I added links to each account’s login page. Do not write out passwords in this spreadsheet!

Writing passwords on an online document isn’t secure. Plus, you would have to go back and change it every time you change or forgot your password on the website, which is a pain.

Anyone who needs to will be able to find all your passwords with your password manager.

3. Insurance

Again, you can link each of your online accounts here, where you can access all your insurance policies.

I’ve found that companies also usually mail or give you a full print-out of policies when you sign up, so you can include that paper copy in your fireproof safe, if desired.

4. Payments/Utilities

Thinking ahead, if something were to happen to me, it would be helpful for my loved ones to have a list of all my regular payments and utilities so that they could cancel them, as needed.

Open up your bank or credit card statement (or your budget, if you have one) and list each thing that you pay for regularly.

You can link each online payment page, and, if you want, add additional info like the estimated payment amount, payment frequency, and payment method.

5. Credit cards

This page is simple and sweet. List out your credit cards, which would need to be closed, along with links to online portals.

It may also be helpful to include a customer service phone number for each card.

6. Medical providers

I made this page, more to keep myself organized now, than for an emergency situation. Although it might also come in handy in an emergency.

Those patient portals were making me crazy. I just couldn’t keep track of them all!

Now I have them all linked in one place, and I’ll never forget a password again, thanks to 1Password! Whew!

7. Kids

Fill in your kids’ full names and dates of birth, along with any important accounts that are specific to them, such as their school ID numbers.

8. Repairs/Services

This was another sheet that I filled out more for myself than for a future emergency.

I had trouble keeping track of all the services we used to maintain our home, so I listed them all here in one spot, along with the contact information for each person or company.

9. Final wishes

This is the final sheet in the just-in-case spreadsheet, and my goal was to include some super-simple instructions on my final wishes.

This will take some of the burden of decision making off of my loved ones if something were to happen to me.

This section can be filled out in as much or as little detail as you want. I used drop-down menus to make it quick and easy for you to indicate any preferences you might have.

More from The Organized Mom Life:

Christmas planner: Free printable

This 36 page Christmas planner for moms (free printable PDF download) includes a Christmas bucket list, to-do checklists, book and movie lists, gift ideas for kids, non-toy gift ideas, a Christmas party planner, Christmas activity ideas for kids, thank you card checklist, a holiday meal planner, and more! It’s absolutely everything you need to keep…

Continue Reading Christmas planner: Free printable

Pin
Share

Reader Interactions

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Home        Contact me        Privacy Policy