Family Map: Where Everything Is
When an emergency, illness or death happens, families often lose days searching for policies, deeds and contacts. This sheet puts in one place where everything is and whom to call. Fill it in by hand, update it once a year and keep it somewhere secure that trusted people know about.
Policies
Include policies for every property and entity (LLCs, trusts). Also note each company's claims phone number.
| Type (home, flood, auto, umbrella, life, etc.) | Company | Policy number | Agent and phone | Expiration |
|---|---|---|---|---|
Properties and deeds
Note who holds title to each property: the owner should match the named insured on the policy.
| Property or address | Owner (person, LLC or trust) | Where the deed is | Mortgage or lender | Notes |
|---|---|---|---|---|
Vehicles and boats
For boats, also note the marina, the contract and where the hurricane plan is kept.
| Type (car, boat, aircraft) | Description and year | Owner | Where the title or registration is | Related policy |
|---|---|---|---|---|
Collections and appraisals
Note where the photo and video inventory is, such as the cloud folder, without writing the password here.
| Category (jewelry, art, watches, wine) | Description | Date of last appraisal | Appraiser and contact | Where the appraisal is kept |
|---|---|---|---|---|
Accounts and advisors
Names and contacts only. Do not write account numbers, passwords, access codes or security answers on this sheet.
| Role (bank, CPA, attorney, financial advisor) | Name | Firm or institution | Phone or email |
|---|---|---|---|
Household staff
Note whether workers' compensation or employment practices coverage is in place and where the work agreement is kept.
| Name | Role | Phone | Start date | Related coverage or documents |
|---|---|---|---|---|
Emergency contacts
Include at least one contact who lives outside Florida, which helps during a hurricane.
| Name | Relationship | Phone | Has a key or access? |
|---|---|---|---|
Where the originals are kept
If you use a safe deposit box, note which institution holds it and who is authorized to open it.
| Document (will, trust, powers of attorney, passports, titles) | Where it is | Who has access | Digital copy? (yes or no) |
|---|---|---|---|
Where does your family stand on this?
The Family Protection Map takes three minutes, is anonymous, and shows which parts of your plan are still blank.