Resources
How to organize the information your family may one day need.
Practical, Canadian, and free to read. No legal advice — just clear thinking about what to write down and why it matters.
Start here · Getting organized
What Should Be in a Life Box? A Complete Family Preparedness Checklist
A complete, category-by-category checklist of the documents, accounts, contacts and instructions your family would need — written for Canadian households.
Read the guide
Family preparedness · 8 min read
If You Couldn't Answer Your Phone Tomorrow, Would Your Family Know What to Do?
A calm look at what happens to a household when the person who knows how everything works is suddenly unreachable — and how to prepare without expecting the worst.
ReadEstate organization · 9 min read
A Will Isn't the Whole Plan: The Information Your Family May Still Need
A will answers legal questions about your estate. It usually doesn't tell anyone what exists, where it is, or who to call. Here's the practical information that sits alongside it.
ReadGetting organized · 8 min read
The Emergency Binder, Reimagined: Why Important Family Information Needs More Than a Filing Cabinet
A fair comparison of binders, filing cabinets, shared drives, notes apps and password managers — and what each one is genuinely good at.
ReadKeeping current · 7 min read
Life Changes. Your Important Information Should Keep Up.
Moving, marriage, a new child, a new advisor, a new business — the events that quietly make your household records wrong, and a simple annual review that fixes it.
ReadFamily preparedness · 8 min read
What Your Spouse Should Know About Your Financial Life
Not access to everything — enough that your partner could find the right information and the right people if circumstances changed.
ReadReady to put it into practice?
Life Box gives all of this a home — documents, accounts, contacts, instructions and the things only you know.