Helpful Guidance for Getting Your Life Organized.

Organizing your important personal information doesn't have to be complicated. Explore our practical guides, checklists, and answers to common questions to help you get started.

Illustration of a small stack of books beside an open guide booklet and a sprig of leaves.

Helpful Guides

The Essential Personal Information Checklist

Start with a clear checklist of the information that matters most. Bring together document locations, household details, and the people your family may need to contact.

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What Your Family Should Know

Make it easier for someone you trust to find essential information. Learn what to discuss, what to document, and what to keep private.

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Beyond the Will: Why Being Organized Matters

A will and an information directory serve different purposes. See how organized records can complement, rather than replace, professional estate planning.

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Organizing Your Financial Information

Create a useful directory of your financial records without exposing login details. Find a manageable way to organize institutions, statements, and professional contacts.

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Protecting Your Personal Information

Keep your information useful without making it unnecessarily exposed. Explore sensible ways to limit details, protect copies, and share with care.

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Keeping Your Information Up to Date

Small reviews can keep your directory accurate and useful. Build a practical routine for changes in your household, documents, and important contacts.

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Are You Prepared?

Would your family know where to find your important financial records, insurance policies, legal documents, and professional contacts? A few simple questions can help you identify what may be missing.

Check each statement you can confidently answer yes to.

Personal & FamilyAre your key personal and family details recorded where a trusted person could find them?Banking & FinancialHave you listed your financial institutions and where related records are kept?InsuranceCould a trusted person locate your insurance policies and insurer contacts?Property & AssetsHave you noted where records for your property and other significant assets are kept?Legal & Estate DocumentsIs the location of your important legal documents and the relevant professional recorded?Household & DigitalAre your essential household services and digital records listed without passwords or security answers?Important ContactsIs your list of trusted contacts and relevant professionals current and easy to find?Executor InstructionsHave you recorded practical document locations and contacts to help an appropriately authorized executor?

0 of 8 areas confirmed

A starting point for your own review, not an assessment.

Introductory self-check only — not the official weighted Tabeny Readiness Score. Checkbox answers are not saved or submitted; they reset when you leave or reload this page. Do not enter or share sensitive details, passwords, or security answers.

Frequently Asked Questions

These resources provide general information only. Tabeny does not replace professional legal, financial, or estate-planning advice.

A More Organized Life Starts with One Simple Step.

Bring your important information together, discover what may be missing, and make things easier for the people who matter most.

Get Started

Helpful Guidance for Getting Your Life Organized.

Helpful Guides

The Essential Personal Information Checklist

What Your Family Should Know

Beyond the Will: Why Being Organized Matters

Organizing Your Financial Information

Protecting Your Personal Information

Keeping Your Information Up to Date

Are You Prepared?

Frequently Asked Questions

What is a Personal Information Portfolio?

How is Tabeny different from a will?

Do I need to provide my bank passwords?

How does the Tabeny Readiness Score work?

Who should have access to my completed portfolio?

Can I update my portfolio later?

A More Organized Life Starts with One Simple Step.