Why Print This Instead of Using a Cloud App? If the person who handles the bills and passwords has a medical emergency or passes away, the surviving spouse or children need immediate access to the primary phone (for 2-factor text codes), bank portals, utilities, and family photos. Print this sheet, fill it out by hand in pen, and seal it in your physical fireproof safe or lockbox.
Section 1: The "Golden Keys" (Primary Phone & Computer Unlock)
Without the primary phone's screen-unlock PIN, family members cannot read 2-factor authentication (2FA) text messages required to log into banks, email, or utilities.
| Person / Device |
Phone Screen Unlock PIN / Passcode |
Computer Login Password / PIN |
Primary Email Address |
| Primary Phone / PC #1: |
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| Spouse Phone / PC #2: |
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Section 2: Master Password Manager & 2FA Recovery Kit
| Password Vault Used (e.g., Bitwarden, Apple Passwords, Notebook) |
Master Email / Username |
Master Password or Location of Written Recovery Key |
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Section 3: Mobile Carrier Account PIN (Keep Family Phone Numbers Alive)
Never cancel the primary phone line until all banks and accounts have been switched over!
| Cell Carrier (Verizon / AT&T / T-Mobile / etc.) |
Account Holder Name & Phone |
Carrier Security PIN / Billing Passcode |
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Section 4: Critical Household Bills, Banking & Insurance Map
| Category |
Institution / Company Name |
Auto-Pay? (Y/N) |
Paid From Which Card / Checking Account? |
| Primary Checking / Savings | | | |
| Mortgage / Rent / Property Tax | | | |
| Electric / Gas / Water | | | |
| Home & Auto Insurance | | | |
| Health / Life Insurance / Pension | | | |
| Internet & Cell Phone | | | |
Section 5: Where Family Photos, Tax Returns & Backups Live
Location of USB Hard Drives, Safe Keys, Deeds, Wills, and Photo Backups:
Section 6: Subscriptions to Cancel Immediately (Stop Recurring Charges)
List streaming services, software subscriptions, or memberships to cancel: