A free tool for farm and ranch families

Be Prepared Paperwork

If something happened to you tomorrow, would your family know where to start?

The bills, the logins, the leases, the chores, who to call. In most families it all lives in one person’s head. Answer 8 quick questions and get a binder built for your life.

8 questionsAbout 3 minutesFree Word file

Build my binder

Nothing you answer is saved. You download your binder and it stays with you.

Nobody wants to plan for this. Do it anyway.

When one person handles the bills, the passwords and the day-to-day of the operation, everyone else is left guessing on the hardest day of their life.

A binder won’t fix everything. It gives the person stepping in a place to start: what gets paid, how to get in, who to call, and what needs to happen this week.

It’s also a good reason for the conversation you keep putting off.

How it works

Three steps. You can start today and finish over a few evenings.

1

Answer 8 questions

Who would step in, what your work looks like, what’s going on at home, and what’s already in place, like a will or a lawyer.

2

Download your binder

You get a Word file built for your answers, with only the sections you need, gray examples to follow and yellow boxes to fill in.

3

Fill it in and keep it current

Type it in or print it and write by hand. Anything you don’t have in place yet goes on your to-do list. A few minutes a month keeps it up to date.

Your information stays with you.

I don’t store your answers or your binder. This page is just where your template gets built. Your answers stay in your browser, the file downloads to your computer, and you fill it in on your own time.

The only thing I get is your name and email, so I can send you a short note on keeping your binder current. Unsubscribe anytime.

Build your binder

Answer honestly. “Not sure” is a fine answer.

Not legal, tax or financial advice. Your quiz answers stay in your browser and only build your file.

Want support?

You don’t have to sort this out alone.

Getting this on paper brings up real conversations: who runs things, what you’d want, what happens next. If you’d like help thinking it through, let’s talk.

Book a strategy session

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