MyRegistr

See a Sample Family Book

A short Family Book for the fictional Doe family. It shows who to call first, where important papers are kept, and what coverage and accounts exist, so the people you trust know where to look.

Every name and detail in it is fictional.

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MyRegistr

The Doe Family (John & Jane Doe)

Sample Family Book

This Family Book contains fictional information for demonstration purposes.

1. Family at a Glance

Sample

Everyone this Family Book is for — and the roles each person has agreed to take on.

  • Name
    John A. Doe
    Relationship
    Self
    Named Roles
    —
  • Name
    Jane M. Doe
    Relationship
    Spouse / Partner
    Named Roles
    Power of Attorney, Healthcare Proxy
  • Name
    Michael Doe
    Relationship
    Child
    Named Roles
    —
  • Name
    Sarah Doe-Bennett
    Relationship
    Child
    Named Roles
    Executor, Emergency Contact
  • Name
    Emily Doe
    Relationship
    Child
    Named Roles
    —
  • Name
    Baxter
    Relationship
    Family dog (Golden Retriever)
    Named Roles
    —

2. Who to Call First

Sample

Who to Call First — Sarah Doe-Bennett

If something happens, this is the first call. They know where this Family Book is and can bring in everyone else.

  • Name
    Sarah Doe-Bennett
    Role
    Daughter — Executor
    Phone
    (555) 020-1004

Health Emergency

  • Name
    Dr. Ellen Park
    Role
    Primary Physician
    Phone
    (555) 030-0101
  • Name
    Marcus Bell
    Role
    Insurance Agent
    Phone
    (555) 020-0143

Incapacity

  • Name
    Margaret Ellison, Esq.
    Role
    Estate Attorney
    Phone
    (555) 020-0104
  • Name
    Jordan Avery
    Role
    Primary Financial Advisor
    Phone
    (555) 020-0101
  • Name
    David Nguyen, CPA
    Role
    Accountant / Tax Advisor
    Phone
    (555) 020-0103

Death

  • Name
    Rev. Thomas Grant
    Role
    Clergy / Spiritual Advisor
    Phone
    (555) 020-0188
  • Name
    Springfield Memorial Funeral Home
    Role
    Funeral Home / Pre-arrangements
    Phone
    (555) 020-7788
  • Name
    Margaret Ellison, Esq.
    Role
    Estate Attorney
    Phone
    (555) 020-0104
  • Name
    David Nguyen, CPA
    Role
    Accountant / Tax Advisor
    Phone
    (555) 020-0103
  • Name
    Jordan Avery
    Role
    Primary Financial Advisor
    Phone
    (555) 020-0101
  • Name
    Great Lakes Mutual Life
    Role
    Life Insurance Company
    Phone
    (555) 020-4644

3. Important Papers

Sample

The family doesn't need the documents stored in MyRegistr. They need to know that they exist and where to find them.

WillYes — Pour-over will signed 03/2021. Original in home safe; copy with estate attorney.
TrustYes — Revocable Living Trust executed 03/2021. Original in home safe; copy with estate attorney.
Healthcare DirectiveYes — Signed 03/2021. Do-not-resuscitate preferences documented. Original in home safe; copy with estate attorney; locations recorded in MyRegistr.
Healthcare POAYes — Jane M. Doe (spouse) named as healthcare agent. Alternate: Michael Doe. HIPAA release on file.
Financial POAYes — Durable financial POA signed 03/2021 naming Jane M. Doe. Original in home safe.
ExecutorSarah Doe-Bennett
Estate AttorneyMargaret Ellison, Esq. (Ellison Estate Law) | (555) 020-0104
Funeral ArrangementsYes · Springfield Memorial Funeral Home · Contract: Funeral contracts (John & Jane) — Estate binder, Tab 6

4. People Who Can Help

Sample
  • Name
    Jordan Avery
    Role
    Primary Financial Advisor
    Firm
    Avery Wealth Partners
    Phone
    (555) 020-0101
  • Name
    Margaret Ellison, Esq.
    Role
    Estate Attorney
    Firm
    Ellison Estate Law
    Phone
    (555) 020-0104
  • Name
    David Nguyen, CPA
    Role
    Accountant / Tax Advisor
    Firm
    Nguyen & Associates
    Phone
    (555) 020-0103
  • Name
    Marcus Bell
    Role
    Insurance Agent
    Firm
    Bell Agency — Prairie Shield Insurance
    Phone
    (555) 020-0143
  • Name
    Dr. Ellen Park
    Role
    Primary Physician
    Firm
    Springfield Internal Medicine
    Phone
    (555) 030-0101
  • Name
    Rev. Thomas Grant
    Role
    Clergy / Spiritual Advisor
    Firm
    First Community Church
    Phone
    (555) 020-0188

5. Money & Accounts

Sample

Your family needs to know the account exists — not have the account credentials stored here. Only the last four digits are shown, enough to recognize the account on a statement.

  • Account
    Joint Checking
    Institution
    Prairie State Bank
    Last 4
    …4021
  • Account
    High-Yield Savings
    Institution
    Lincoln Trail Credit Union
    Last 4
    …8837
  • Account
    Individual Brokerage
    Institution
    Harbor Point Investments
    Last 4
    …5192
  • Account
    401(k) (John)
    Institution
    Keystone Retirement Services
    Last 4
    …3308
  • Account
    Roth IRA (Jane)
    Institution
    Harbor Point Investments
    Last 4
    …7745
  • Account
    Traditional IRA (John)
    Institution
    Harbor Point Investments
    Last 4
    …6621
  • Account
    Series I Bonds
    Institution
    TreasuryDirect
    Last 4
    …9002
  • Account
    Fixed Annuity (5-yr)
    Institution
    Heartland Mutual Life
    Last 4
    …1156
  • Account
    Self-Directed IRA
    Institution
    Cornerstone Trust Company
    Last 4
    …2290
  • Account
    Credit card
    Institution
    Prairie State Rewards Visa
    Last 4
    …4417

Digital Assets

  • Asset
    Bitcoin & Ethereum — Summit Digital Exchange
    What Your Family Needs to Know
    Access instructions: Estate binder, Digital Assets section.
  • Asset
    Hardware Wallet
    What Your Family Needs to Know
    Device location: Home safe. Access instructions stored separately.

6. Insurance

Sample
  • Coverage
    Medicare
    Carrier / Plan
    Original Medicare — Parts A & B
    Covers
    John A. Doe
    Who to Contact
    —
  • Coverage
    Medicare Supplement / Medigap
    Carrier / Plan
    Medigap Plan G
    Covers
    John A. Doe
    Who to Contact
    Heartland Mutual · (555) 020-5800
  • Coverage
    Medicare Part D / Prescription Drug Coverage
    Carrier / Plan
    Prairie Rx SmartSaver (PDP)
    Covers
    John A. Doe
    Who to Contact
    —
  • Coverage
    Life insurance
    Carrier / Plan
    Great Lakes Mutual Life
    Covers
    John A. Doe (Whole Life)
    Who to Contact
    Marcus Bell · (555) 020-0143
  • Coverage
    Life insurance
    Carrier / Plan
    Heartland Mutual Life
    Covers
    Jane M. Doe (Whole Life)
    Who to Contact
    Heartland Mutual · (555) 020-5800
  • Coverage
    Life insurance
    Carrier / Plan
    Great Lakes Mutual Life
    Covers
    John A. Doe (20-yr Term)
    Who to Contact
    Marcus Bell · (555) 020-0143
  • Coverage
    Long-term care
    Carrier / Plan
    Keystone Long-Term Care
    Covers
    John A. Doe
    Who to Contact
    Keystone Long-Term Care · (555) 020-9911
  • Coverage
    Long-term care
    Carrier / Plan
    Keystone Long-Term Care
    Covers
    Jane M. Doe
    Who to Contact
    Keystone Long-Term Care · (555) 020-9911
  • Coverage
    Homeowners
    Carrier / Plan
    Prairie Shield Insurance
    Covers
    1420 Maplewood Lane, Springfield, IL
    Who to Contact
    Marcus Bell · (555) 020-0143
  • Coverage
    Auto
    Carrier / Plan
    Prairie Shield Insurance
    Covers
    2024 Toyota Highlander; 2021 Honda CR-V
    Who to Contact
    Marcus Bell · (555) 020-0143
  • Coverage
    Umbrella
    Carrier / Plan
    Prairie Shield Insurance
    Covers
    Household (excess over home & auto)
    Who to Contact
    Marcus Bell · (555) 020-0143
Where the cards areMedicare card in John's wallet; copy in home safe. Plan G Supplement via Heartland Mutual Health.

7. Health

Sample

Doctors

  • Doctor
    Dr. Ellen Park
    Specialty
    Primary Care / Internal Medicine
    Phone
    (555) 030-0101
    For
    John A. Doe, Jane M. Doe
  • Doctor
    Dr. Raymond Cole
    Specialty
    Cardiology
    Phone
    (555) 030-0125
    For
    John A. Doe

Blood Type

  • Person
    John A. Doe
    Blood Type
    O+
  • Person
    Jane M. Doe
    Blood Type
    A-

Allergies

  • Person
    John A. Doe
    Allergy
    Penicillin
    Severity
    Severe
    Reaction
    Hives and swelling
  • Person
    Jane M. Doe
    Allergy
    Bee Stings
    Severity
    Moderate
    Reaction
    Localized swelling

Current Medications

  • Person
    John A. Doe
    Medication
    Lisinopril
    Dose
    10 mg
    How Often
    Once daily
  • Person
    Jane M. Doe
    Medication
    Atorvastatin
    Dose
    20 mg
    How Often
    Once daily at bedtime

8. Home, Vehicles & Pets

Sample
Primary Home1420 Maplewood Lane, Springfield, IL 62704

Vehicles

  • Vehicle
    2024 Toyota Highlander Limited
    Title Is Kept
    Home-office safe (clear title)
    Spare Keys
    Kitchen key drawer; spare in home safe
    Insured By
    Prairie Shield Insurance
  • Vehicle
    2021 Honda CR-V EX-L
    Title Is Kept
    Home-office safe (clear title)
    Spare Keys
    Kitchen key drawer
    Insured By
    Prairie Shield Insurance

Pets

  • Pet
    Baxter (Golden Retriever)
    Veterinarian
    Dr. Samuel Ortiz, DVM · Maplewood Animal Hospital
    Vet Phone
    (555) 020-3366
    Emergency Caretaker
    Sarah Doe-Bennett — (555) 020-6677

9. Online Life

Sample

Online accounts are a map of where each service lives — never a store of usernames, passwords, PINs, security answers, or account numbers.

Important Online Accounts

  • Account
    Family Photo Library
    Category
    Cloud Storage
    What It's For
    Forty years of family photos and home videos
  • Account
    Medicare
    Category
    Government
    What It's For
    Medicare benefits, coverage, and Part D plan details
  • Account
    Springfield Health Patient Portal
    Category
    Healthcare
    What It's For
    Medical records, test results, and appointment scheduling
  • Account
    Harbor Point Investments
    Category
    Investments
    What It's For
    Brokerage and IRA accounts
  • Account
    Prairie Rx Plans
    Category
    Insurance
    What It's For
    Part D prescription coverage, claims, and plan documents
  • Account
    Prairie State Bank Online Banking
    Category
    Banking
    What It's For
    Checking, debit card, and bill pay

Where Access Instructions Are Kept

  • Where
    Password manager — 1Password
    Details
    Nearly all logins are saved in our 1Password family vault. Jane is already a member and can grant access.
  • Where
    Home safe
    Details
    A short printed emergency sheet (where to start, who to call) is in the fireproof safe in the office closet.

Important Devices

  • Device
    John's iPhone
    Where It's Kept
    Usually on the kitchen charger or the nightstand.
  • Device
    Home office laptop
    Where It's Kept
    On the desk in the office.

Who's Trusted to Help

  • Person
    Jane M. Doe
    How They Can Help
    Password manager family member. Already shares the 1Password family vault.
  • Person
    Michael Doe
    How They Can Help
    Knows where the safe emergency sheet is kept. Successor fiduciary; can retrieve the printed sheet if needed.

10. Final Wishes

Sample

Living document — reviewed with advisor at the June 2026 annual meeting. Next review: December 2026.

Final wishes: We'd like a simple service at First Community Church, followed by a gathering at home with family and friends. Jane would love "Amazing Grace" and John would like "What a Wonderful World." In lieu of flowers, gifts to the Springfield Community Foundation. Letters to each of the children are in the estate binder, Tab 7.

Your Family Book doesn't have to start this complete.

Start with a few things your family may need to know — who to call, where important papers are kept, and what accounts and coverage exist.

Build it a little at a time.

Start My Family Book

No account needed to try it.