The Checklist Every Family Needs

CareTabs helps you bring medical, legal, and financial essentials
together before they’re needed. Start with our free Peace of Mind Checklist.

Already have a checklist? But don’t know where to store it.

Open Your Free Tab Today!
Checklist Form

Our comprehensive checklist covers all the essential categories your family needs:

Emergency contacts & key addresses

Medical details & medications

Insurance & Medicare information

Financial accounts & access notes

Care preferences & important dates

Most Families aren’t prepared

When healthcare decisions need to made quickly, most people don’t know where the critical documents are – and the facts prove it…

1 in 3

adults are prepared

Just 36.7% of U.S. adults have completed an advance directive (living will or power of attorney).

Source: Penn State University

50%

Over half have nothing on file

Nearly 54% of older adults have not completed a durable power of attorney or advance directive.

Source: AARP

65%

Medical Records are missing

More than 65% of patients have neither a living will nor health care proxy in their medical files.

Source: Cleveland Clinic

10%

Hard to re-find documents

While 97% of people keep some records, only ~10% store medical documents in ways they can easily re-find later.

Source: arXiv Recordkeeping Study

46%

Incomplete planning is common

Just 46% of older adults have completed one legal document — leaving the majority without a full plan.

Source: University of Michigan Healthy Aging Poll

Famililes face confusion

Without clear directives, loved ones often face delays or disagreements — sometimes even court involvement.

Source: The Chamberlain Law Firm

So….What’s After You Fill Out Your Checklist

The checklist is your first step – it shows you what to gather. But once you have everything in hand, the real question is:
Where do you keep it all so your family can actually find it?

Everything is already built out — simply drop each document into its tab.

Simple to use — no complex systems or software to learn.

Always accessible — so your family has what they need, exactly when they need it.

Safe to share — give trusted loved ones secure access without handing over paper files.

Because being prepared isn’t just about collecting documents — it’s about making sure they’re organized, accessible, and ready for your family when it matters most.
👉 Start your free 30-day trial today and put your documents where they belong — in your CareTab.

Create Your Free Tab

Frequently Asked Questions

Everything you need to know about keeping your family’s information secure and organized. Email Us

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