Getting Started: The Essentials

What should you add to LifeHub? Let’s focus on the essentials, on answering the question:

What would someone need to know if they needed to step in for a few days?

☐ Names and info of household members (spouse, children, roommates)

☐ Emergency contacts (local and reachable)

☐ Legal and financial advisors (attorney, CPA, financial planner)

☐ People in your extended network who may help or need to know (family business, religious/community groups)

☐ Employer contact (HR or direct manager)

☐ School, daycare, or extracurricular contacts

☐ Caregiving contacts or details (for aging parents, housemates, or others you support)

☐ Pet care providers (vet, walker, sitter)

💡 Tip: This section is the human safety net. You're capturing the people who matter most or who will help others step in.

You can make these automatically by connecting Quicken to LifeHub and keep them up to date too.

☐ Bank accounts (checking, savings)

☐ Credit cards

☐ Investment accounts

☐ Retirement accounts (401k, IRA)

🔐 Why it matters: These accounts hold the money someone may need to access—or protect—if you’re unavailable.

You can make these automatically by connecting Quicken to LifeHub and keep them up to date too.

☐ Mortgage or rent

☐ Utilities (gas, electric, water, internet)

☐ Tuition (for kids, yourself, or dependents)

☐ Property taxes

☐ Mobile phone

☐ Subscriptions or recurring charges (Netflix, Spotify, etc.)

🧠 Tip: Include how each is paid (auto-debit, credit card, manual) and when.

You add this automatically by connecting Quicken and then add additional information in LifeHub.

☐ Mortgage or lease agreement

☐ Home insurance policy

☐ Deed or title

☐ Security system info (codes, provider, access method)

☐ Utility shutoff instructions

☐ Inventory of valuables (photos or receipts)

☐ HOA or condo association info (if applicable)

💬 Why? These are the documents that keep your home protected—and make repairs or claims possible in an emergency.

You add this automatically by connecting Quicken and then add additional information in LifeHub.

☐ Make, model, year

☐ Vehicle insurance info

☐ Loan or lease documents

☐ Spare key location

☐ Registration

☐ Maintenance provider (your go-to mechanic)

🚗 Tip: Include details for each vehicle in your household, including motorcycles, boats, or work vans.

Add these for you and your immediate family members, and anyone for whom you’re caregiving.

☐ Driver’s license

☐ Passport

☐ Birth certificate

☐ Social Security card

☐ Health insurance card

☐ Vaccination record (especially helpful for kids, school, or travel)

🗂 Bonus: Upload scans or photos to your digital LifeHub if possible.

☐ Phone and laptop unlock methods

☐ Two-factor authentication devices or apps

☐ Door, gate, and/or safe codes (home, garage, storage)

☐ Master password (or location of password manager)

☐ How to access medical records, like MyChart, or provide detailed information in Medical Information

🔐 Why it matters: If someone can’t get into your phone or email, they can’t help you. Period.

☐ Homeowners or renters insurance

☐ Auto insurance

☐ Life insurance

☐ Health insurance

☐ Umbrella policy (if applicable)

☐ Pet insurance (if applicable)

☐ Veterans benefits (if applicable)

☐ Insurance broker contact info + how to file a claim

💡 Tip: Keep policy numbers, provider names, and links to online portals where possible.

☐ Will

☐ Living Trust

☐ Power of Attorney (financial)

☐ Advance Health Care Directive / Medical PoA

☐ HIPAA release form

📂 Why? These documents clarify your wishes and give legal authority to the right people—especially if you can't speak for yourself.

☐ Doctors and specialists

☐ Recent procedures or major diagnoses

☐ Current medications and dosages

☐ Allergies

☐ Preferred hospital or clinic

🏥 Tip: If you have children or are caring for someone else, keep a separate version for them too.

☐ Jewelry (rings, watches, necklaces—note appraisals or sentimental value)

☐ Art and paintings (include any provenance or insurance)

☐ Silverware or china (especially inherited sets)

☐ Family heirlooms (furniture, keepsakes, letters, special items)

☐ Collectibles (coins, stamps, cards, vintage items)

☐ Firearms or specialty equipment (if applicable, with licenses or storage info)

☐ Safe deposit box or home safe contents

☐ Recent appraisals or valuations (for insurance or estate planning)

☐ Photos or documents about the items’ history or meaning

💡 Tip: Take photos and note any special instructions—who you’d like these to go to, or where they’re stored.

🔐 Why it matters: These items often carry deep sentimental value—and can cause confusion or disputes without clear documentation.