Scarica per Word ↓ ← Informazioni su questo documento
The Family Owner's Manual
A map of where everything lives and who is responsible — for the people who may one day need it.
Family name: ______________________ · Last reviewed: ____________ · Next review: ____________
1. Emergency Page — The First Five Calls
If something happens today, who gets called, in what order?
| # | Name | Role (attorney, spouse, CPA…) | Phone / email |
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 | |||
| 4 | |||
| 5 |
2. Advisor & Provider Roster
Everyone who serves the family, and what each handles.
| Name / firm | Specialty | What they handle for us | Contact |
|---|---|---|---|
3. Where Important Documents Live
Location only — physical place, drive, or office. Not contents.
| Document | Where it lives | Who has access |
|---|---|---|
| Wills | ||
| Trust documents | ||
| Deeds & titles | ||
| Tax returns (last 7 years) | ||
| Insurance policies | ||
| Entity records & operating agreements | ||
| Powers of attorney / healthcare directives | ||
| Marriage / birth / citizenship documents | ||
4. Account Inventory (no account numbers — institution and titling only)
| Institution | Account type | Titled to (person / trust / entity) | Advisor / contact |
|---|---|---|---|
5. Entities & Ownership
List each entity; attach or point to the full ownership chart.
| Entity | Type | Purpose / what it holds | Registered agent / manager |
|---|---|---|---|
Full ownership chart location: ______________________________________________
6. Assets Beyond the Accounts
Properties, vehicles, vessels, aircraft, collections — and who looks after each.
| Asset | Where / registration | Owned by | Managed by |
|---|---|---|---|
7. Insurance Schedule
| Policy type | Carrier | What / who it covers | Renewal | Broker |
|---|---|---|---|---|
8. Estate Plan Summary
A pointer to the plan — the documents themselves stay with counsel.
| Question | Answer |
|---|---|
| Drafting attorney / firm | |
| Executor(s) | |
| Trustee(s) and successor trustees | |
| Powers of attorney (financial / healthcare) | |
| Guardians named for minors | |
| Date the plan was last reviewed |
9. Digital Access & Continuity
| Question | Answer |
|---|---|
| Password manager in use (name only) | |
| Who can grant emergency access, and how | |
| Where two-factor backup codes are kept (location only) | |
| Key digital accounts someone must know exist (email, cloud storage, domains) |
10. If I Am Incapacitated or Gone — The First 30 Days
Plain instructions in your own words: what must be paid, what should be frozen, what can wait, who leads.
11. Review Log
| Date | Reviewed by | What changed |
|---|---|---|
Educational template from Family Office AI — not legal advice and not a substitute for estate documents. Review what you record, and who may access it, with your attorney. © 2026 Family Office AI · free to use and adapt for your family.