From First Steps to Final Wishes— Guided Every Step of the Way
Guided playbooks and checklists for life's big moments, a clear guide to keeping important records in storage you control, and a private place for the photos, videos, stories, and letters that matter most.
start where you are — we'll guide you
Plans & Keepsakes, in plain English
The plans and keepsakes you wish were already put together.
Think of the folder of important papers at home, the photos on your phone, and the details only one family member knows. Plans & Keepsakes gives you step-by-step guides for what to gather, a home inventory, and a private place for family memories.
Your important records stay in the storage you already use and control; our Records Guide shows how. Our free playbooks help you decide what to gather for a new baby, a new home, caring for a parent, or preparing for the unexpected. You do not need to finish it all in one sitting.
It helps you organize what you already have. It does not replace a doctor, attorney, insurance policy, or the original legal papers your family may need.
Find a starting point for your familyevery stage of family life
For the moments that make a family.
From a new baby to a new home, from everyday organization to the unexpected — Plans & Keepsakes grows with you, calmly and quietly.
hover or tap a chapter to see what's inside
what's inside your plans and keepsakes
Your Family's Life, Beautifully Organized.
Guides and checklists for birth records, home insurance, care plans, final wishes, and emergencies — alongside a private place for the memories that make life yours.
Family Records, Organized
Our free Records Guide shows what to gather and how to keep it in storage you control, so the right people can find it later.
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Home & Belongings
Keep a room-by-room list of your belongings with photos — useful when you move, repair, or talk to your insurer.
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Health & Wellness
Guided steps for medication lists, directives, and emergency contacts — with a printed card to carry and records kept in your own storage.
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Family Caregiving
A clear checklist for caring for a parent, so siblings and helpers know what to gather and where it lives.
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Memories & Milestones
Keep photos, videos, interview recordings, and letter drafts in a private archive that only you can see.
Learn moreEmergency & Preparedness
Checklists for emergency contacts, evacuation plans, and the records worth keeping copies of — before you need them.
Learn moreHome & Belongings
Know what's in your home.
Keep a room-by-room list of your belongings with photos. When life surprises you — a move, a claim, a repair — you have a useful place to start.
Start with one room. Add photos, purchase prices, and serial numbers as you find them, and keep your policy and receipts in your own storage. When your insurer asks what you owned, you have a list to work from.
- Room-by-room home inventory
- Photos of valuables
- Purchase prices and serial numbers
- A printable inventory summary
Family, together
Caring for family, with a clear plan.
Our caregiving and aging-parent guides walk you through what to gather and who to call, so the people helping know where to start.
For a parent’s care, that might mean a current medication list, doctors’ phone numbers, and written care instructions. Gather the details with their permission and keep them in storage you control, sharing through your own storage provider so a sibling helping out does not have to start from scratch.
- Step-by-step caregiving checklists
- What to gather for doctors and insurers
- Calls to make, and what to ask
- Records kept in storage you control
Memories & Milestones
Every Family Has a Story. Keep Yours Together.
First words, first homes, family recipes, holiday photos, the voices that make a family. Plans & Keepsakes gives you a warm place to hold them, private to your account.
Add a photo with the story behind it, draft a letter, record an interview, or save a family video. Growing families can use Baby Book for milestones and prompts; every generation has something worth remembering.
- Photo & video archives
- Interview recordings and family stories
- Letter drafts and milestone moments
- Private to your account
Prepared, not worried
Readiness starts with a few useful details.
Who should someone call? Where is the insurance policy? What would you take if you had to leave home? Our checklists help you answer those questions before you need to.
Our readiness guides help you choose what to gather. Keep printed or offline copies of essentials too, and follow local emergency guidance when an event happens.
Read the preparedness guideThree simple steps.
No software to wrestle with. Just a guided way to be ready.
- one
Pick a playbook
Choose the guide for your moment — a new baby, a new home, caring for a parent, or preparing for the unexpected.
- two
Follow the checklist
Gather what matters and keep important records in storage you control, using the Records Guide.
- three
Keep the memories
Add photos, videos, interview recordings, and letter drafts — private to your account.
Built with the care your family deserves.
We keep only the memories you choose to add. Your important records stay with you.
Private to your account
Your memories are private to your account. We don’t ask for your important documents at all.
Records stay with you
Wills, IDs, and medical records stay in the storage you already use and control. Our guides show you how.
Quiet and private
No ads. We never sell your information. Your important records stay in storage you control.
Your trusted guides
Keep the plan useful after the appointment.
An advisor can help you make a plan. Plans & Keepsakes gives your family guides for what to do next and where to keep the resulting documents — in storage they control.
Professionals can introduce Plans & Keepsakes to families. They never see a family's information, files, or progress.
Explore Plans & Keepsakes for professionals