FAMILY HANDOVER KIT · TEMPLATE

The Family Handover Kit template — free, all 33 records

Every record a household needs on hand — Personal, Registry, Secure and Events — as one printable checklist. Fill it in by hand over an afternoon.

No account. No card. Sent to your inbox now.

Get the template

Take the checklist with you.

All 33 records, grouped and ready to fill in — the same architecture The Household Continuity Dossier runs on, as a document you can print today.

Free. No account. Fill it in over an afternoon.

The same six parts, twice

Blank is the template. Filled in is the Kit.

The template above is genuinely free, and for a lot of households it is enough. It asks the right questions — you supply every answer, in your own hand, over an afternoon. The paid Kit asks you the same questions once and writes the document up for you, read through by a person before it is sent. Same six parts. The difference is who does the writing.

The free Family Handover Kit checklist: the six parts as blank, dated fill-in rows to complete by hand. — **The template.** 26 dated rows, printed and filled in by hand.

The six parts of a finished Family Handover Kit, written up from a household's own answers: who to call, where things are kept, the legal position, the medical essentials. — **The Kit.** The same six parts, composed from your answers.

specimen · fictional household — every page is the production builder's real output

Have it written up instead — £29

§2

What the template covers

33 records, in four groups. Each one asks a different question — whether your records exist, whether they're current, whether someone else could access them, and whether the right things would happen if a specific event occurred.

Personal · 15 records

The substance of your life — finance, identity, property, medical, family, business.

—Digital Access Map
—Financial Accounts
—Asset Inventory
—Income & Outgoings
+ 11 more

Registry · 5 records

The registry layer — people, places, renewals, the master index.

—Master Registry
—Renewal Register
—People, Authority & Contacts
—Designated Places
+ 1 more

Secure · 3 records

The secure layer — kept at Location B, never co-located with Location A.

—Access Controls
—Recovery Routes
—Custody & Contingency

Events · 10 records

The protocols — completed when (or if) a specific event occurs.

—Death & Estate Activation
—Incapacity & Medical Proxy
—Absence & Continuity Cover
—Access Loss & Identity Recovery
+ 6 more

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A paper template, or a living one?

The free template

A snapshot, in your handwriting. Right the moment you fill it in. Nobody chases the renewal dates, the account changes, or the record you meant to come back to.

The Household Continuity Dossier

The same architecture, kept alive. Annual review prompts so it never goes stale. Your Advisor on call for every record. Sealed messages and a Trusted Persons Protocol the paper version can't hold.

Common questions

The free checklist is a blank template — print it and fill it in by hand over an afternoon. If you'd rather it done for you as a one-off from what you tell us, that's the Family Handover Kit (£29). If you'd rather it maintained itself and stayed current every year, that's The Household Continuity Dossier (£195 first year, then £99/yr) — and the £29 counts in full toward the Dossier's first year if you move up within 30 days, so nothing you start with is wasted.

The printable checklist covers the six parts of a complete handover kit — who to call first, where things are kept, the legal position, the medical essentials, the financial picture, digital access — as 26 dated fill-in rows, plus the statutory deadlines they answer to. The full 33-record architecture it feeds is previewed on this page; the living version of it is what The Household Continuity Dossier runs on.

No. The checklist is emailed to you and there's a direct download link the moment you request it — no account, no card, nothing to sign up for.

Yes, for a single moment in time — it's a real, usable document your family can hold. What a paper checklist can't do is stay current on its own: expiry dates lapse, accounts change, nobody re-checks it. The Household Continuity Dossier is the same architecture kept alive year to year, with annual review prompts so it's never the thing that's gone stale when it matters.

Fill it in yourself today. Or have it written up for you.

The template is free and always will be. The £29 Family Handover Kit answers the same six parts from twenty questions — five required — and a person reads it before it is sent. If you would rather it never went stale, The Household Continuity Dossier keeps it current from £195 first year, then £99/yr.

Have it written up — £29→Keep it current — The Household Continuity Dossier→