A Keepsake Planner

Everything they will need, in one loving place.

The Family Information Guide gently walks you through recording your important information, your final wishes, and your words for the ones you love.

Paperback · 7 × 10 in 104 pages By Patrice Campbell
Cover of The Family Information Guide by Patrice Campbell: gold lettering on deep burgundy

When the time comes, your family will face a hundred questions at once.

This guide gathers the answers in one place, so the people you love can focus on healing instead of searching. Fill it in at your own pace, in your own words, and tell someone where it's kept.

  • Who do we call first?
  • Where is the will?
  • Which bank accounts are there?
  • Did they want burial or cremation?
  • What songs should we play?
  • Who takes care of the dog?
What's Inside

Nine parts, from first steps to final words

Guided pages with prompts, checklists and lined space, arranged the way your family will need them.

Part One

For My Loved Ones

A letter to your family, a gentle first-steps checklist, who to call first, and where to find your documents.

Part Two

About Me

Personal details, spouse, parents, siblings, children and grandchildren, work history, military service and faith.

Part Three

Important Contacts

Emergency contacts, advisors, medical providers, employer benefits, and the people to notify.

Part Four

Health & Care Wishes

Health summary, medications, family medical history, your health care agent, and end-of-life and long-term care wishes.

Part Five

Legal Documents

Where your will, trusts and powers of attorney are kept, plus guardianship for dependents and care for your pets.

Part Six

Financial Matters

Income, bank and retirement accounts, insurance, debts, monthly bills, safe deposit box, taxes and business interests.

Part Seven

Home, Property & Digital Life

Your home, vehicles, utilities, heirlooms, special gifts, email, online accounts, devices and subscriptions.

Part Eight

Final Wishes

Funeral arrangements, burial or cremation, your service, music, readings and scriptures, your obituary, and the repast.

Part Nine

My Legacy

Your life story, lessons and values, family traditions and recipes, and eight pages of letters to the ones you love.

A Look Inside

Clear, calm pages that are easy to fill in

Interior page: First Steps checklist for the first days
First Steps: a checklist for your family
Interior page: End-of-Life Care Wishes with checkboxes and lined space
End-of-Life Care Wishes
Interior page: Funeral Arrangements form
Funeral Arrangements
Who It's For

A thoughtful gift that leaves peace of mind behind

For yourself

Put your affairs in order on your own terms, one section at a time, and spare your family the guesswork.

For a parent or grandparent

Sit down together and capture their wishes, their stories and their recipes while you can still ask.

For anyone planning ahead

New parents, caregivers, people facing a diagnosis, or anyone who wants their loved ones taken care of.

104Pages
7 × 10 inTrim size
9Guided parts
60+Topics covered

This guide is a personal organizer. It is not a will, trust, advance directive or other legal document, and it does not replace legal, financial or medical advice.

Give your family the answers ahead of time.

A gift to the people you love, for a moment when every decision feels heavy.

Buy The Family Information Guide
© 2026 Patrice Campbell · The Family Information Guide