What Should You Store?
Everyone's situation is different. Answer a few quick questions to see what documents and information you should organize -- then sign up for a free Keepacy™ account to use the guided Life Plan wizard and capture everything in one secure place.
Your situation
Recommended first uploads
- Government ID and Social Security details
- Primary checking/savings account details
- Will or estate instructions (if available)
- Emergency contacts and executor/beneficiary list
- Key monthly bill and autopay account list
The Full Life Plan Wizard
A guided, step-by-step process to organize everything that matters
Sign in required. The Life Plan wizard is available inside your free Keepacy account. The cards below are a preview of what you'll work through once you sign up or log in.
Personal & Identity
Legal name, IDs, emergency contacts
Financial
Bank accounts, investments, credit cards, bills, debts
Insurance
Life, health, home, and auto insurance policies
Property & Assets
Real estate, vehicles, valuables, safes
Legal & Estate
Will, trusts, power of attorney, healthcare directive
Family & Dependents
Children, dependents, and pet care information
Digital Life
Email, social media, subscriptions, password manager
Medical
Physicians, medications, allergies, conditions
Business
Business details, accounts, and key contacts
Family History
Health history, family tree, and personal notes
General Notes
Final wishes, messages, and anything else
Get started for free
Create a free account to access the full Life Plan wizard. Your data is encrypted end-to-end -- only you can see it.