The Resource Vault
Household Accounts Checklist: Every Account Your Family Should Know About
A free checklist to help you document financial accounts, insurance policies, utilities, and subscriptions so your family isn't left guessing.
Why This Checklist Matters
Most families don't realize how many accounts, bills, and subscriptions one household manages until someone has to take over. This checklist walks through every category worth documenting, so nothing important falls through the cracks.
Financial Accounts
- Checking and savings accounts
- Credit cards.
- Loans and mortgages
- Investment and retirement accounts
Insurance Policies
- Homeowners or renters insurance.
- Auto insurance.
- Life insurance.
- Health insurance.
Utilities and Recurring Bills
- Electric, gas, and water.
- Internet, cable, and phone plans.
- Trash and recycling services.
Subscriptions and Memberships
- Streaming services.
- Gym or club memberships.
- Software and app subscriptions.
Free Download
Download the full checklist
Download our free, printable checklist below to keep track of every account in one place.
Ready for the Complete Solution?
Checklists are a start. The Legacy Vault™ is the finish.
These resources help you understand what needs to be organized. The Legacy Vault™ is where you actually organize it — securely, completely, and in a way your family can access when they need it most.