Create a Family Essentials File
& Next-of-Kin Plan
Peace of mind starts with organization. Life is unpredictable, but organizing your family’s essential information doesn’t have to be. Whether you’re managing household records, planning for the future, or preparing for next-of-kin, we offer tools and guidance to simplify the process.
Resources to Get You Started
Whether you prefer a DIY approach or a digital or paper solution, here are the tools that we use and recommend:
Essential Family Information Checklist
Our easy-to-follow checklist makes it easy for you gather all the important family information that you or your next-of-kin may need.
Perfect for those who prefer a do-it-yourself approach but want a clear framework to follow.
Need a little extra support? Explore our consulting services below, and we’ll walk you through the process step-by-step.
Digital Organization System for Your Family
Securely store and access your family’s essential information in one digital space with Trustworthy.
Perfect for those who prefer a digital solution with flexible access levels for family, next-of-kin, and advisors.
Sign up for a Trustworthy subscription below. Need help? Explore our consulting services below, get personalized assistance.
Physical Filing System for Your Family
Keep your family’s essential information organized in one central place with this easy-to-use paper-based system.
Perfect for those who prefer a paper-based approach and built-in step-by-step instructions for you and for your next-of-kin.
Purchase a Nokbox below. Get started on your own, or explore our consulting services below for personalized support.
Not Sure Where to Start? We’re Here to Help.
Our expert consulting services help you start - and successfully complete - your Family Essentials File & Next-of-Kin Planning project with confidence.
The “Head Start” Plan
Investment: $60
Want to do-it-yourself, but feeling stuck? We help you kick-off your project with a clear, structured plan. You’ll walk away with a project roadmap, actionable steps, and the confidence to move forward. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap
The “Keep Me on Track” Plan
Investment: $210
Ideal for those who prefer a mostly do-it-yourself approach but want support to stay on track and ensure it gets done. We’ll develop your plan together and provide three accountability sessions to troubleshoot challenges and keep you moving forward. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap and three 30-minute virtual accountability sessions
The “Side by Side” Plan
Investment: $750+
Want an expert by your side every step of the way? We’ll work one-on-one through six guided sessions to get your information organized - together. From decision making to documentation, we’re here to assist you at every stage. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap and six 1-hour working sessions (virtual or in-person).