If something happened to you tomorrow, would your family know what to do?
The Family Record organizes everything they’d need — who to call, what matters, and where to find it — in one private, secure place.
Private by design • Only you control access • Encrypted and secure
Your record
Everything your family would need.
People
12 contacts
Information
24 entries
Instructions
6 notes
Recent activity
TodayAdded emergency contact
Dr. Patel · 2:14pm
Updated will location
Documents · 11:02am
Shared with Sarah
Trusted access · 9:38am
Recommended by professionals who support families through life's hardest moments.
What this holds
Everything your family would need, organized in one place.
When someone needs to step in, they should not have to search through drawers, inboxes, passwords, or old files. The Family Record gives them a clear place to start.
Who to call first
Family members, trusted contacts, advisors, doctors, lawyers, accountants, and other key people.
Where important things are
Wills, insurance policies, property records, IDs, financial information, passwords guidance, and other essential documents.
What you want them to know
First steps, personal wishes, household details, care instructions, business continuity notes, and anything that would bring clarity.
When something happens, this is what families face.
- Important information is scattered.
- No one knows who to call.
- Decisions are made under stress.
- Things get missed.
This is avoidable.
The Family Record gives your family clarity when they need it most.
How it works
Build your record through a simple, guided conversation.
Instead of starting with a blank document, The Family Record guides you through thoughtful questions and turns your answers into something clear, structured, and useful.
Wishes & instructions
Question 6 of 10
Who should your family call first?
The one person you'd want them to reach before anyone else. A spouse, a sibling, a trusted friend.
Sarah Chen
Spouse · (416) 555-0142
+ Add a second contact (optional)
Take your time. You can always come back and change this.
You don’t have to finish all at once. Start with the basics, add detail over time, and pick up where you left off whenever you’re ready.
Your record
12 of 17 completeLegal & estate
Complete- Will — filed cabinet, top drawer
- Executor: Sarah Chen
Insurance
Complete- Life — Manulife · Policy #4827
- Home — Intact · Policy #2294
Banking
In progress- Primary — RBC · auto-pay setup
- Joint — TD · monthly bills
Authorized contacts
Complete- Call Sarah first
- Notify employer within 48h
Inside the record
A clear, structured record — all in one place.
No spreadsheets. No scattered notes. Everything organized so someone else can step in if needed.
- Easy to update
- Secure by design
- Built for real-life situations
Your document vault
Every document, in its right place.
Wills, insurance, property, identification — uploaded once and quietly organized into the categories your family will recognize. No folders to invent. No naming systems to remember.
- Categorized automatically — no setup required
- Encrypted at rest, only you hold the key
- Replace, retire, or revisit any document at any time
All documents
· 18 filesWill & estate
Updated 2 weeks ago
Insurance
Updated last month
Property
Updated 3 months ago
Identification
Updated 6 days ago
Recent uploads
Last will — signed.pdf
PDF · 1.2 MB · 2 days ago
Passport — scan.jpg
Image · 480 KB · 6 days ago
Tax return 2025.xlsx
Spreadsheet · 96 KB · 1 week ago
You are in control
Choose who sees what.
Share the whole record with a spouse, only the medical section with a doctor, or nothing at all until the moment matters. Access is granted by you, and can be changed or revoked at any time.
- Granular access — by section or in full
- See who has opened what, and when
- Revoke or update access in one click
Who can see this
You decide. You can change it anytime.
- SC
Sarah Chen
Spouse
Full access
Opened 3 days ago
- DO
David Okafor
Brother · Executor
Documents & instructions
Opened last month
- DP
Dr. Patel
Family physician
Medical only
Not yet opened
Access is controlled by you.
Trust & security
Private. Secure. Under your control.
The Family Record is designed to hold sensitive information — and treat it that way.
Your information is encrypted and accessible only to you.
You decide what to include, and who can see it.
Access is always in your control.
Encrypted
Information is protected in transit and at rest.
Controlled access
Only you decide who sees your record.
Designed for sensitive information
Built from the ground up to hold what matters most.
Who this is for
Built for people responsible for others.
- Parents
- Business owners
- People supporting aging parents
- Anyone who wants to make things easier for their family
If someone would need to step in, this is for you.
Start your Family Record
You don’t need everything today. Just start.
Takes minutes to begin · Complete it over time · Private by design
Pricing
Choose the level of readiness that fits your household.
One-time purchase. Update anytime.
The Family Record
A complete private family record for individuals or couples who want everything important in one place.
Secure checkout · Lifetime access · Private by design
Everything you need to get started:
- Full family record access
- Documents, accounts, contacts, wishes
- Unlimited updates
- Printable anytime
- Private by design
- Annual review reminders
The Family Record Plus
For households who want stronger shared readiness, added guidance, and more peace of mind.
Secure checkout · Lifetime access · Private by design
Everything in The Family Record, plus:
- Trusted contact sharing
- Household collaboration access
- Guided completion checklist
- Priority support
- Premium printable binder format
- Legacy notes & messages
The Family Record For Business Owners
For founders, owners, and partners who need to protect both family continuity and business continuity.
Secure checkout · Lifetime access · Private by design
Everything in Plus, plus:
- Business continuity record
- Key staff & advisor contacts
- Immediate business action plan
- Payroll & obligations notes
- Ownership & succession notes
- Business banking & insurer contacts
- Founder continuity checklist
Taxes may apply at checkout. Built for Canadian households.
Most people start with The Family Record. Families wanting shared readiness choose Plus. Owners and founders choose Business Owner.
Private by design · One-time purchase · Printable anytime
Common questions
Straight answers to the things people ask most.
Still wondering? Most people finish setting up their record in under an hour.
Guides
Guides to help you prepare
Calm, practical reading for the moments that matter most.
What to Do When Someone Dies
A practical checklist for the first days.
Read guide →End-of-Life Planning Checklist
Decisions to put in place ahead of time.
Read guide →How to Organize Important Documents
A simple way to gather what your family will need.
Read guide →What Your Spouse Needs if Something Happens
What to organize so they're never left guessing.
Read guide →Where to Store Important Documents Safely
Balance security, access, and clarity for your family.
Read guide →A Checklist for Aging Parents
Organize medical, legal, and financial information together.
Read guide →How to Prepare Your Family for an Emergency
Make sure the right information is there when it matters most.
Read guide →How to Create a Family Record
A simple, five-step way to bring everything together.
Read guide →