Family Emergency Binder by Chelsea Brennan

Family Emergency Binder

The Family Emergency Binder will guide your loved ones through all those things we hope never happen.

Prepare Your Family For Anything

We’ve all sat waiting for our life insurance physical, expecting our first child or with young kids wobbling around on pudgy, unsteady legs at home. We’ve sat through uncomfortable meetings with a lawyer, spelling out our will. Asking the hard questions to protect our loved ones from the chaos of probate. (Or, you’re reading this with that twinge of guilt thinking, “Yes, I should really talk to someone about a will…“) 

Every parent wants to spare their family any pain possible. We think of the hard stuff, just so we can wrap our love around them a little more securely. What are life insurance policies, really, but a way to protect them even when we’re gone? 

But until we’ve been through a true emergency, we don’t know what it takes to make them secure. We don’t know about all those things that a life insurance policy or will doesn’t spell out. Like how to pay the cable bill. Or file a long-term disability claim with your employer. Heck, how to get in touch with your employer.

Or what happens if you’re out of town and your daughter breaks her arm? Do her caretakers have the paperwork they need to get her treated?

These problems, unfortunately, happen all the time. We can pray, knock on wood, cross our fingers that it never happens to you. But if it did, what would it look like?

Often, even when you think you have all the big pieces of the puzzle in place, the after effects of an unexpected event aren’t a pretty picture. 

Take my friend Michael, whose father died and no one had the pass code to the large safe he had built into the house. They spent days rifling through every piece of paper in his office, wondering what to do. Could they hire someone to drill it out? But then, how much would it cost to fix? And why did they have to think about this stupid safe when their hearts were so heavy

Make tough times just a little easier. Give your family the information they need, all in one place.

Or Donna, whose husband planned to go over some financial details with her on Monday. But died of a sudden heart attack on Saturday. She knew the basics, but he handled most of the bill paying and investing. Unraveling how to log into his credit card accounts, how the cable bill was paid, and whether they paid property taxes quarterly or annually took months. It’s been a year, and sometimes she still unearths small things she missed.

The trouble is, our financial, family, and online lives are more complicated than ever before. Bills are no longer mailed to the house, you have to know they exist. And especially in families where one spouse handles most of the finances, this is hard to handle. 

My husband knows the budget, but I couldn’t guarantee that he would remember how all our accounts connect together. What bills are on autopay, which need to be paid manually. And I knew my mom or brother would be completely lost.

So, I did something about it.

3 Reasons You Need the Family Emergency Binder

Easy to Navigate Sections

This is more than dumping all your important info into one place. The Family Emergency Binder is broken into clear sections so whomever needs it can find what they are looking for quickly and easily.

The Right Balance of Fact & Emotion

The hope is, you never need this binder. But if you do, give your family more than where to find the insurance paperwork. This binder will hold things of emotional value too – like your daughter’s best friend’s name or your dog’s favorite kind of treat.

Everything You Need in Fillable Forms

Know you need something prepared for your loved ones, but don’t know where to start? Simply fill out the forms. We’ve thought of everything for you.

What is the Family Emergency Binder?

  • Over 90 pages of simple, printable worksheets to organize everything your family may need to know (type right in the PDF!)
  • 15 easy-to-navigate subsections - no shuffling through drawers and file cabinets
  • The perfect mix of cold-hard-fact and emotional legacy. Including your son's favorite lullaby.


I just want to say, wow. I am blown away by how comprehensive this document is. My grandpa just passed away on the weekend, and I have been writing down things as necessary paperwork comes up. I've been checking to see if they are in this document, and they have all been in one section or another, as well as more.
I have a problem with inertia. When I need to get things done, I start with the easiest tasks to accomplish. It’s easier to get a small ball rolling than a big boulder. Having a well-organized print out for our Legacy Binder makes it much easier to tackle this task, and you can easily do it a few pages at a time. The $39 cost is a great value!
Leif, Physician on FIRE
I LOVE the In Case of Emergency Binder! I’ve thought about passwords and such before, however; I’ve never thought of making sure someone else knows how to take care of all of the really big things. In time of an emergency – it will be so helpful to have this information available. And the letters??? I need to do it – and I’m so happy to have a guide.
Jeannine Rose

What You'll Get When You Purchase Today

Click the button below to instantly download your copy of the In Case of Emergency Binder right now.

You’ll get all 100+ pages in a high-quality, fillable PDF so you can keep your binder up-to-date. Just print new pages as you need them.

After downloading, flip to page 3 for a step-by-step guide to begin filling out the most important info today!
Get Your Emergency Binder Now


Is this a physical binder?

No, the Family Emergency Binder is a fillable PDF document. It will be delivered to you immediately after purchase. You can complete it on the computer and print the document or print and complete it by hand.

Is the Family Emergency Binder relevant if I don't live in the United States?

Most of the pages in the document will be relevant no matter where you live. However, the investment pages and a few other details are tailored to the United States (referencing things like 401Ks.) There are also necessary documents in some other countries that may not be included, but that you could add on one of the many note pages included.

Currently, we have a United States and a Canadian version. We are also looking to add additional versions in the future.

What if I'm not happy with my purchase?

Download the Family Emergency Binder, print it out or go through the document, and if you don’t love it, then just email me and I’ll give you all your money back. No fine print, no funny games. I’m taking a risk by doing this. I can’t make you give the emergency binder back. I can’t reach through cyberspace to delete the PDF off your hard drive, so you could just order the workbook, ask for a refund, and rip me off. But I’m going to trust that you’re not going to do that. Because I believe as soon as you see what’s inside, you’re going to understand its value. You’re going to see important things you never thought to write down and that will be worth far more than the $39 price tag.

I have more questions. Who should I reach out to?

You can email us at hello[@]! We would be happy to assist you and will respond as soon as possible.

Meet Your Instructor: Chelsea Brennan

Chelsea is an ex-hedge fund manager turned full-time blogger. She's the founder of Smart Money Mamas and the annual Mamas Talk Money Summit. As a Certified Financial Education Instructor (CFEI), Chelsea is passionate about helping moms step into their financial power and live their best lives.

What's included?

File Icon 3 files


Family Emergency Binder Setup Guide.pdf
205 KB
Family Emergency Binder - Minor Children - Fillable - SMM.pdf
2.06 MB
Family Emergency Binder - Minor Children - Printable - SMM.pdf
1.31 MB