Click through a filled-in Life on Track family file.
Explore a read-only Interactive Sample of Life on Track. It includes features from the Family Readiness Toolkit and the three optional add-ons.
Start with what you know. Protect it with a Backup Copy. Prepare the right information for someone you trust.
Fictional Parker Family · No data saved · Do not enter real personal information
Choose a section to explore the sample
or
Popular:
Home
Welcome to Life on Track
Viewing: Parker Family File
Your household information stays on this device unless you deliberately back it up, print it, export it, or share it.
START → PROTECT → SHARE
Your three essentials have a useful starting point
Your household file is started, your Backup Copy is current, and a Trusted Person Packet has been prepared.
What you’ve saved is useful. You can stop here and come back whenever it suits you.
A FEW USEFUL NEXT STEPS
Setup Guides
Optional guides for particular moments. Open one whenever it is useful.
Who is in this household
Adults and children marked as living here.
Household status
Family Ready
Worth reviewing — 3 readiness areas ready for now; 2 worth reviewing.
Open Family Ready Review to see which
Backup Current
Current · no changes since the last copy
Trusted Person
Prepared last week, shared with Jordan
Twice-yearly update reminder
Next one in January · review this household and update what has changed
Today’s Focus
Up to three items drawn from the information already in this household.
MetLife beneficiary
Not confirmed since 2021
Recent activity
Recent saved updates, confirmed reviews, and generated copies for this household.
2 days ago
Backup Copy created
Last week
Trusted Person Packet prepared and shared with Jordan
3 weeks ago
Family Ready Review completed
Quick Actions
Open
People & Contacts · Emergency Info · Trusted Person Plan
Prepare
Trusted Person Packet · My Complete Private Record
Back up
Create New Backup — keep a copy somewhere safe and separate from this device
PEOPLE & CONTACTS SECTIONS
Yourself, household members, children, relatives, friends, neighbors, and caregivers.
Household & Family
Add yourself, household members, children, relatives, friends, neighbors, and caregivers.
Each person is added once, then connected to the plans where they belong — so a phone number is typed once. Open anyone to see what they are connected to.
PEOPLE & CONTACTS SECTIONS
People with emergency, healthcare, access, caregiving, or trusted-person roles.
Trusted Helpers
These are people already in your file who have an emergency, healthcare, access, caregiving, or trusted-person role.
If something happens
Call Jordan first, then Morgan
Jordan holds the healthcare power of attorney and knows where the Backup Copy is kept
Maria helps with
Biscuit, the mail, and the side-door lockbox
She does not have access to financial records — by design
PEOPLE & CONTACTS SECTIONS
Children, school contacts, pickup plans, camps, and activities.
School & Activities
Add school and pickup details so someone you trust can help with nurse calls, school contacts, and after-school plans if you are unavailable.
School
Northside High School · Grade 9
Front office (555) 300-2200 · Counselor: Ms. Devereux
Pickup
Jordan on Mon/Wed/Fri · Morgan on Tue/Thu
Maria Ellis is on the approved pickup list
Health form
Renewed Aug 2026 · due again Aug 2027
Penicillin allergy noted with the school nurse
Activities
Soccer (Tue & Thu, 4–6pm) · Jazz band Wednesdays
Coach Rivera (555) 300-2280
Casey’s allergy travels with him — it appears on the Emergency Sheet and in the school record without being typed twice.
PEOPLE & CONTACTS SECTIONS
Doctors, attorneys, advisors, and other professional contacts.
Professionals
Doctors, attorneys, CPAs, financial advisors, insurance agents — anyone your trusted person would need to call.
HOME & PROPERTY SECTIONS
Addresses, residents, and the overview for each property.
Homes
Where things are, how to get in, and who to call. Start with the address, spare key, alarm instructions, and shutoffs — that’s enough to be useful.
Primary residence
418 Maple Ridge Drive, Northside
Owned · Mortgage with First National · Deed in the home safe, blue folder
Who lives here
Ellen, Jordan, and Casey Parker · and Biscuit
Property contact
Northside Property Management · (555) 500-0410
For the rental unit above the garage
HOME & PROPERTY SECTIONS
Keys, alarms, entry instructions, safe locations, and shutoffs.
Access & Safety
Saved entry instructions, safety locations, and shutoff information for this home.
Spare key
Lockbox on the side-door railing
Code is held by Jordan and Maria Ellis — the number itself is not stored here
Alarm
Northside Security · (555) 500-0500
Passphrase known to Jordan and Morgan
Water shutoff
Basement, behind the furnace — red handle
Gas shutoff
Left side of the house at the meter
Wrench hangs on the meter
Electrical panel
Garage, left wall
Main breaker is labeled
HOME & PROPERTY SECTIONS
Electric, gas, water, internet, and service contacts.
Utilities
Add each service separately, just like a document record. You can return to any provider whenever details change.
Electric
Northside Power · (555) 700-0100
Autopay from First National checking, on the 12th
Gas
Valley Gas · (555) 700-0140
Water
City of Northside · (555) 700-0180
Billed quarterly
Internet
Clearwave Fiber · (555) 700-0220
Router in the hall closet
Phone
Cellular plan, 4 lines
Jordan is the account holder · autopay on the 20th
Security Monitoring
Northside Security · (555) 500-0500
Monitored, monthly
HOME & PROPERTY SECTIONS
Vehicles, registrations, insurance references, and related notes.
Vehicles
Vehicles saved for this home. Select a vehicle to review or update it.
2021 Subaru Outback
Ellen · Registration renews Mar 2027
Title in the home safe, blue folder · Insured with State Farm
2018 Honda CR-V
Jordan · Registration renews Dec 2026
Title in the home safe, blue folder · Second key in the kitchen drawer
Roadside
State Farm roadside · (555) 800-0100
HOME & PROPERTY SECTIONS
Pet care, veterinary contacts, routines, and emergency details.
Pets
Pets and care details saved for this home.
Biscuit
Golden retriever · 7 years old
Microchipped · Maple Ridge Animal Clinic, Dr. Dana Patel (555) 500-0310
If nobody is home
Maria Ellis two doors down
She has the lockbox code and knows the routine
Daily
Fed 7am and 6pm · walk after dinner
Thyroid tablet with breakfast
Emergency vet
Northside Animal Emergency · (555) 500-0399
Open 24 hours
HOME & PROPERTY SECTIONS
Service contacts, recurring tasks, appliances, and warranties.
Maintenance
Service contacts, recurring tasks, appliances, and warranties for this home.
Heating & cooling
Bell Mechanical · (555) 900-0100
Serviced Apr 2026 · next service Apr 2027
Roof
Installed 2019 · 25-year warranty
Paperwork in the kitchen folder, green tab
Water heater
Installed 2022 · 10-year warranty
Bell Mechanical installed it
Plumber
Dana Reyes Plumbing · (555) 900-0140
MONEY & RECORDS SECTIONS
Institutions, income, benefits, and taxes.
Accounts
Record your accounts, who to contact, and where statements are kept. Account numbers are optional: full or last 4 — your choice. Do not record account passwords or PINs here.
Checking & savings
First National Bank · (555) 600-0100
Both accounts are joint · statements come by mail
Retirement
Fidelity · 401(k) and rollover IRA
Advisor: Susan Yee · beneficiaries confirmed Jun 2026
Social Security
Ellen begins at 67 · Jordan at 66
Estimates printed and filed
Mortgage
First National · autopay on the 1st
Payoff quote requested annually
Safe deposit box
First National, Maple branch · Box 214
Key taped inside the home safe lid
Account numbers are hidden on screen until you choose Show. Handoffs show only the last 4 by default. A full number can appear only after you deliberately choose it and password-protect that handoff.
MONEY & RECORDS SECTIONS
Recurring payments, services, payees, due dates, and payment contacts.
Bills & Services
Keep recurring payments, providers, schedules, and safe account hints together. This is the one place to add or edit them; Trusted Person Plan shows a short summary.
Mortgage
First National · autopay on the 1st
Paid from the joint checking account
Electric
Northside Power · autopay on the 12th
Phone
Cellular plan · autopay on the 20th
Jordan is the account holder
Auto & home insurance
State Farm · renews Nov 2026
Paid once a year · not on autopay
MONEY & RECORDS SECTIONS
Life, home, auto, health, and other policy records.
Insurance
A simple overview of your policies — life, health, home, auto, umbrella, and more. Record who the insurer is, where the policy is kept, and who your agent is.
Health
BlueCross PPO · family plan
Cards in both wallets · policy in the kitchen folder, yellow tab
Life
MetLife term · agent (555) 500-0300
Kitchen folder, red tab · Jordan is the beneficiary — last confirmed 2021
Auto & home
State Farm · (555) 800-0100
Renews Nov 2026
Long-term care
Not purchased
Discussed with Susan Yee in 2025 — revisit at 62
MONEY & RECORDS SECTIONS
Where important originals and copies are kept.
Documents
Record where important papers live and how your trusted person can reach them. You do not have to upload private documents.
Will & trust
Home safe — blue folder
Originals at Hale & Associates · Robert Hale (555) 500-0180
Advance directives
Home safe — blue folder
Copies on file at Northside Medical Group
Healthcare power of attorney
Home safe — blue folder
Jordan is named
Social Security cards
Home safe — blue folder
Ellen, Jordan, and Casey
Birth certificates
Home safe — blue folder
Deed & vehicle titles
Home safe — blue folder
Insurance policies
Kitchen folder — red tab (life) · yellow tab (health)
Linked to the MetLife and BlueCross policies · roof warranty is on the green tab
Tax returns, last 7 years
Home office file drawer
Susan Yee also retains copies
MONEY & RECORDS SECTIONS
Renewals, expirations, and important reminders.
Dates
Track passports, licenses, registrations, insurance renewals, warranties, and other dates that are easy to miss. Dates that are overdue or due within 90 days are marked here.
Honda CR-V registration
Renews December 1, 2026
State DMV
Auto & home insurance
Renews Nov 2026
State Farm
Casey’s school health form
Due again Aug 2027
Northside High nurse
Subaru Outback registration
Renews Mar 2027
HVAC service
Next visit Apr 2027
Bell Mechanical
Emergency Info
Write the first things someone should know if you cannot explain them yourself.
⚠ ALLERGY — TELL THE CARE TEAM IMMEDIATELY
Penicillin · Sulfa drugs
Do not administer penicillin, amoxicillin, or sulfa-class antibiotics. Noted at Northside Medical Group.
Call first
Jordan Parker · (555) 212-0001
Spouse · healthcare power of attorney
Call next
Morgan Parker · (555) 212-0002
Adult child · lives 12 minutes away
Blood type
A+
On file at Northside Medical Group
Conditions
Hypertension · high cholesterol
Followed by Dr. James Ortiz
Medications
Lisinopril 10mg · Atorvastatin 20mg
Both prescribed by Dr. Grant · bottles in the medicine cabinet
Preferred hospital
Northside Hospital
Dr. Grant has admitting privileges · advance directive on file
Hospital Plan
For a medical crisis when you can’t speak for yourself. Name who makes decisions, where your documents are, what you want, and what someone should bring to the hospital.
Who decides
Jordan Parker holds the healthcare power of attorney
Morgan is the alternate if Jordan cannot be reached
Tell them first
Penicillin and sulfa allergy, before anything else
At home
Biscuit needs feeding — call Maria Ellis, (555) 212-0044
Casey needs pickup from Northside High
Work
Notify Priya Raman at the Northside Library District, (555) 400-0110
What Ellen would want
Comfort over aggressive intervention if recovery is unlikely
Written out in full in the advance directive, home safe, blue folder
Disaster Plan
A few key details — one meeting spot, one out-of-town contact, and where to go — are enough to make this useful today.
Near-home meeting spot
Maple Ridge Elementary parking lot
If unreachable, Morgan’s apartment
Out-of-town contact
Carol Bennett, Ellen’s sister · (555) 212-0070
Go bag location
Hall closet — gray duffel
Copies of IDs, cash, chargers, Biscuit’s leash and thyroid tablets
Must-grab list
USB drive with the Backup Copy, in the go bag
The everyday copy lives in the home office drawer
Shutoffs
Water, gas, and electrical are listed under Access & Safety
Trusted Person Plan
Name who steps in if you can’t — and make sure they know this file exists and where to find it.
Trusted person
Jordan Parker · (555) 212-0001
Told, and has agreed
They know
Where the Backup Copy is — the backup password is kept separately
First three calls
Dr. Elaine Grant · Robert Hale · First National Bank
In that order
Not included
Passwords, full account numbers, and the safe combination
Deliberately left out — reviewed before sharing
Trusted Person Packet
Prepared last week
Whether, when and how to share it is always your choice
A personal note to your trusted person optional
Leave a written note, a voice message, or both. The written note appears at the top of the Trusted Person Packet; a voice message stays in Life on Track and your Backup Copy.
There is a blue folder in the home safe with everything you need. Robert Hale has the original will. Thank you for doing this — I am so grateful it is you.— Ellen, to Jordan
🎙️▶1:12Re-recordDelete
Voice Message
Recording saved
Recorded on this device and kept with the file. Life on Track never uploads it anywhere.
If You’re Reading This
The calm, read-only page for the person you trust.
“Take a breath. Start with what happened.” This view opens on a single question and walks someone to the first phone call — no login needed.
Someone is in the hospital
Medical info, allergies, who can decide
Someone has passed
The first things to do, in order — not all today
I just need to find information
Contacts, documents, accounts
For a paramedic or first responder
A focused view of allergies, conditions, medications, and who can decide
For a partner or caregiver
The first call, medical info, and who can decide
For the babysitter
A focused view of allergies, who to call, and the routine
For the executor
The first steps, the will, and who to contact — in order
Review & Backup
Is this file still true, and is there a copy?
Backup Copy
Downloaded 2 days ago · Life-on-Track-Backup-All-Households-2026-10-02-1915.lot
Saved to the USB drive in the home office drawer, with a second copy in the go bag
Where it is kept
USB drive in the home office drawer
Jordan knows — the backup password is stored separately
Family Ready Review
Last run 3 weeks ago · 2 items flagged
MetLife beneficiary, and the Honda registration
Emergency Walk-Through
A read-only rehearsal of five moments, checked against the file
Owner review — no changes saved
Everything in this menu
Family Ready Review · Trusted Person Handoff Check-Up · Backup Confidence Check · Create New Backup · Restore From Backup · Emergency Walk-Through · Beneficiary Check-Up
All seven open from Review & Backup in the top toolbar
Final Wishes & Legacy Planning
Record where your legal documents are, what your wishes are, and what matters to you. This helps your family know where to look and what you would want — without guessing.
This is an available add-on. The sample shows Ellen’s, filled in, so you can see what it holds. Add it to the Toolkit, or get it in the Complete Family Bundle.
The conversation that is easier to have in writing Ellen’s answers
Life-sustaining treatment
If there is no reasonable expectation of recovery, do not prolong it
Ellen wrote this out in her own words in 2025, after her mother’s stroke
Artificial nutrition & hydration
Comfort feeding only
Not a feeding tube, if the condition is not expected to improve
CPR preference
Attempt CPR — unless a terminal condition has been confirmed
The signed order is what governs; this records why she chose it
Comfort-care priorities
Pain controlled first, even if it means being less alert
Music on, curtains open, someone in the room
Outcomes that would be especially hard for me
Not recognizing Jordan or Casey · being kept alive on machines with no way back
If my exact wishes cannot be followed
Choose comfort over time. Do not let anyone feel guilty for it.
Written to guide Jordan if a decision has to be made
People to consult
Jordan first, then Morgan · Dr. Elaine Grant for the medical picture
Robert Hale drew up the signed paperwork
Life on Track does not create legal documents. This records what Ellen wants, and where the signed advance directive is kept — the directive itself was drawn up by Robert Hale and lives in the home safe.
Where the papers are
Advance directive / living will
Home safe — blue folder
Copy on file at Northside Medical Group
Healthcare power of attorney
Home safe — blue folder
Jordan is named; Morgan is the alternate
Organ & tissue donation
Registered · donor card in her wallet
Noted on her license as well
Funeral wishes
Service
Simple graveside · no viewing
Written out in full
Resting place
Maple Ridge Cemetery · Section 4, Lot 118
Plot purchased 2024 · interment-rights certificate in the home safe
Prearrangements
Yes — Wheeler & Sons, prepaid 2024
Contract in the home safe · prepaid contact (555) 500-0450
Music, readings or speakers
“Shenandoah” · the reading from her father’s service · Morgan to speak
In lieu of flowers
Donations to the Northside Library literacy fund
Obituary
Drafted — Jordan has the file
Veteran burial benefits Ellen served
Eligible for VA burial benefits?
Yes — Ellen is a veteran (Army, 1988–1992)
Ellen recorded this so her family knows where her papers are
Decision Letter Location
Home safe — blue folder, behind the deed
Kept with her DD-214, which the VA uses to confirm burial benefits
Honors to request
Flag · graveside honors detail
Legacy
Letters for the People I Love
Three letters, written here
For Jordan, Morgan, and Casey — kept private until she chooses to include them in a handoff
Annual remembrance wishes
No fuss. Take the dog to the lake in October.
Causes or communities to remember
Northside Library District · the Tuesday quilting group
Photo archive location
iCloud 2TB · Morgan has access · the print boxes are in the attic
Recorded here so the family can find forty years of photos
Personal Notes
Write as much or as little as you want. Your family does not need perfect words — they need your voice.
🎙️⏺ Record
Voice Message
Record a personal message — up to 2 minutes
Nothing is uploaded. Recordings stay in Life on Track and your Backup Copy; they are not printed or put in the Offline Handoff File.
Everything above is fictional sample data for the Parker family. Life on Track helps you record your preferences and point to the documents — it is not a will, an advance directive, or legal advice.
Digital Estate
Record where your recovery information lives and what your family should do with each account. Never store passwords here — record where to find them.
This is an available add-on. The sample shows Ellen’s, filled in, so you can see what it holds. Life on Track is designed to record where access is kept, not the password itself.
Devices where the passcode hints and recovery keys are kept
Ellen’s iPhone 15
Passcode hint sealed in the home safe · Face ID will not help anyone else
Two-factor codes arrive here — which is why the next row matters
Her MacBook Air
Recovery key on the printed card in the home safe
Photos and seven years of tax returns are on this device
Two-factor & recovery codes
Authy on her phone · backup codes printed and kept in the safe
Recovery email: Jordan’s · recovery phone: Jordan’s mobile
Who can actually get in
Password manager
1Password · Emergency Access set up for Jordan
The vault itself is not stored here — only the fact that it exists and who can open it
Legacy contacts already set up
Apple ✓ Google ✓ Facebook ✓ Instagram — no advance setting
These settings are easy to miss. Life on Track walks you through each one and records where the key is kept. Instagram has no advance setting — leave instructions for your family instead.
Each account, and what she wants done with it
Email
Gmail (primary) · Google Inactive Account Manager set
Keep for 12 months so bills and statements can be found, then close
Photos & files
iCloud 2TB · 40 years of family photos · Morgan has access
Download everything for the family before the account is closed
Social accounts
Facebook — memorialize · Instagram — close · LinkedIn — close
Ellen wrote what she wanted for each one
Money and value that is easy to overlook
Subscriptions
6 listed · $148/month total · renewal date and cancellation number for each
Two are marked keep running — the security camera and the pet tracker
Airline miles & points
118,000 miles · transferable to a spouse with a death certificate
The exact phone number and what to ask for are written down
parkerfamily.com
Domain renews each March · auto-renews from the joint card
Renewal date recorded, so the family can keep the name if they want it
Everything above is fictional sample data. Nothing here is a password — Digital Estate records where access is kept and what you want to happen.
Additional Households & Caregivers
For helping a parent, partner, or anyone you care for. Keep care routines, doctors, medications, and handoff notes together. Up to four additional household files, all inside your one Life on Track app — five households in total.
This is an available add-on. The sample shows Linda’s household alongside the Parkers’ own — two complete household files, never mixed together, with no extra app and no second login.
Your Households
Parker Family File
Ellen, Jordan, Casey and Morgan · the household you started with
Included with the Family Readiness Toolkit — you do not need this add-on for your own household
Linda’s household
Ellen’s mother · 84 · Riverside Manor, Apt 3B · added with this add-on
Ellen visits Sundays · Morgan on Wednesdays
Room for three more
A second parent, an aunt, an adult child, a neighbor you look after
Five households in total, all inside Life on Track
Switching between households takes one click. Each one keeps its own information and prints on its own, and you choose which households go into a handoff.
Linda’s household is a complete file of its own not just care notes
Her Emergency Info
Her own one-page sheet · blood type, allergies, DNR on file at Riverside
Printed and taped inside her kitchen cupboard door
Her Home & Property
Apt 3B · front desk holds a spare key · water shutoff under the sink
Riverside maintenance (555) 210-0940 for anything in the unit
Her Money & Records
Social Security direct deposit · long-term care policy · 3 recurring bills
Ellen has power of attorney — the document location is recorded, not the document
Her Documents
Will, POA and advance directive · where each original is kept
Copies in the green folder at Riverside; originals with Hale & Associates
Her Trusted Person Plan
Ellen first, then Morgan · her own packet, separate from Ellen’s
If something happens to Ellen, Morgan can still step straight in
The caregiving part the day-to-day details
Care team
Riverside nursing desk (555) 210-0900 · Dr. Amara Osei · Ruth Kim, aide, weekday mornings
Who to call for what, so a sibling does not have to ask Ellen first
Medications
5 daily · full list on her refrigerator · blister packs delivered every two weeks
Interaction note: nothing with grapefruit — the pharmacy flagged it in March
Her daily routine
Up at 7 · walk before lunch · the same chair, the same show at 4
Mom does best with a written schedule she can see
Urgent warning signs
New confusion · a fall · refusing fluids for a day
Call Dr. Osei the same day. Do not wait for the Monday clinic.
Mobility & transfers
Walker indoors, wheelchair for anything longer than the corridor
Two-person transfer from the bed. The belt hangs on the closet door.
Communication, memory & what helps
Good mornings, foggier after 4pm · hard of hearing on the left
Sit on her right, say who you are, and give her time. She gets there.
Personal care needs
Help with the shower Tue and Fri · manages the rest herself
She would rather do it slowly than have it done for her
Meals, diet & hydration
Soft foods · thickened liquids · a small breakfast is normal
Reminders to drink. She will say she has when she has not.
Safety risks
The bath mat · the second step down to the laundry · the stove
Riverside checks the smoke alarm quarterly
Equipment & supplies
Walker, shower chair, blood-pressure cuff, blister packs
Reordered through Riverside — two weeks’ notice
Transportation
Morgan drives to appointments · Riverside van for the clinic
Riverside needs 48 hours for the van
Pharmacy
Maple Ridge Pharmacy · (555) 210-0975
They deliver, and they know her interaction note
Caregiver handoff note
“The emergency binder is by the front door. Start there.”
What Ellen would want a stand-in to know in the first five minutes
Everything above is fictional sample data. The point of this add-on is that Linda’s household is a whole file, not a page of notes — and it stays hers, kept apart from the Parkers’ own.
Help & Support
Plain-English answers, right inside Life on Track.
Help me find my backup
Where your Backup Copy is, and how to check it is current
How to create a backup copy
Step by step, on this device
How to update Life on Track
Settings → Updates → Check for Updates
How to print an Emergency Sheet
The one page for the fridge and the wallet
How to add Life on Track to this device
Install steps for iPhone, Mac, Windows and Android
A real person answers support@lifeontrack.store — within three business days.
Settings
Manage preferences, privacy, and product information here. Printable records, reviews, backup, and restore are available from the two action menus in the top toolbar.
Auto-save is always on
Every change is saved on this device within a second. Life on Track does not send it to a server or the cloud. That is also why a backup matters — a current Backup Copy lets you restore your information if you replace this device or move to another one.
Your license & devices
License
Family Readiness Toolkit · activated
One-time purchase · does not expire
Add-ons
Additional Households & Caregivers · Final Wishes & Legacy Planning · Digital Estate
Shown here as included so you can explore them in the sample
Privacy defaults
Private notes
Kept out of owner printouts unless you deliberately include them
My Complete Private Record
Shows the safer last-four display by default
It asks again before showing a full number
Trusted Person outputs
Stay safe to share by default
Owner-only material never becomes trusted-person material by changing a setting
Password protection
On — the backup file is password protected
Optional. Protects the copy that leaves your device — the open app itself is not locked, so you cannot get shut out of your own records
App Lock
Off — anyone with this device can open the app
Optional PIN screen for a shared computer or tablet. A screen lock, not encryption — forget the PIN and you can turn it off without losing anything
Test Opening My Backup
Opens your backup read-only — a preview first, nothing replaced
Try it once now, so a real restore feels familiar
Moving to another device
Devices do not sync. Choose one main editing device, download a fresh backup there, then restore it on the other. You carry that .lot file on your own USB drive or your own cloud — where you keep it is your choice.
Theme is set to Dark here. Light is available at any time — try the switch at the top of this sample.
Setup Guides
Guided Setup is the starting experience; everything below it is an optional guide for one small task. Nothing is graded, and you can stop at any time.
Also in Life on Track
The first five open from the Review & Backup menu in the top toolbar. The Helper Guide opens as its own panel.
Conditional guides appear only when they are useful — for example, after a child is added or the caregiving add-on is available.
Guided Setup
These eleven steps gave Ellen a useful starting point. She added the rest over time, in the sections that mattered to her household. You can do the same, at a pace that is comfortable for you.
✓
Your name
Ellen Parker
✓
How people reach you
(555) 212-0010
✓
Where you live
418 Maple Ridge Drive, Northside
✓
Health basics
A+ · Penicillin, sulfa drugs · BlueCross PPO
✓
First person to call
Jordan Parker · (555) 212-0001
✓
Second person to call
Morgan Parker · (555) 212-0002
✓
What someone should know first
Penicillin and sulfa allergy · medications in the medicine cabinet
✓
Your trusted person
Jordan Parker — told, and has agreed
✓
Where the backup is
USB drive in the home office drawer
✓
How someone gets in
Lockbox on the side-door railing
✓
One key paper
Will & trust — home safe, blue folder
Emergency Ready Setup
Build the small set of details someone would need first in an urgent situation.
✓
Choose who to call first
Jordan, then Morgan, then Maria two doors down
✓
Write the first instruction
Penicillin and sulfa allergy — tell the care team immediately
✓
Add hospital essentials
Northside Hospital — Dr. Grant has admitting privileges
✓
Add a simple disaster plan
Meeting spot, go bag, out-of-town contact
✓
Preview the Emergency Sheet
Printed and on the refrigerator
Home & Access Setup
Make the home easier to enter, protect, and keep running if someone needs to help.
✓
Confirm the home
418 Maple Ridge Drive, Northside
✓
Explain how to get in
Lockbox on the side-door railing — Jordan and Maria hold the code
✓
Map the utilities
Water behind the furnace · gas at the meter · panel in the garage
✓
Add vehicles and pets
Subaru Outback and Honda CR-V · Biscuit, with Maria Ellis two doors down
✓
Point to one important paper
Deed & vehicle titles · home safe, blue folder
Records & Bills Setup
Create a private map of what exists, who to call, and where the real records are kept.
✓
Add an account
First National · Fidelity · Social Security
✓
Add a regular bill
Mortgage, electric, phone — and the one that would lapse
✓
Add an insurance policy
BlueCross PPO · MetLife term · State Farm
✓
Map important documents
Home safe, blue folder · kitchen folder by tab color
✓
Add a date or renewal
Honda CR-V registration · Auto & home insurance
Child & School Setup
Keep school, pickup, health, and sitter details connected to the child who needs them.
✓
Review the child’s profile
Casey Parker · 14 · penicillin allergy on file with the school nurse
✓
Add school and activity details
Northside High · pickup Jordan Mon/Wed/Fri, Morgan Tue/Thu · soccer and jazz band
✓
Check emergency contacts
Jordan, then Morgan · Maria Ellis two doors down if nobody is home
✓
Add a doctor or advisor
Dr. Elaine Grant · Northside Medical Group
✓
Review child-friendly printouts
Sitter Sheet and School & Camp Form Helper previewed
Family Ready Review
A calm check of whether this file would actually help today. Two items came back flagged.
✓
Emergency Sheet
Printed and on the refrigerator
✓
Trusted person told
Jordan has agreed and knows where the Backup Copy is
✓
Backup Copy
Downloaded 2 days ago
4
Beneficiaries
Fidelity confirmed Jun 2026 · MetLife not confirmed since 2021
5
Renewals
Honda CR-V registration renews December 1, 2026
Trusted Person Handoff Check-Up
A calm check of whether your handoff is ready for the person who would step in.
✓
Someone is named as your trusted person
Named: Jordan Parker (primary)
✓
They know this file exists
Jordan has been told, and has agreed
✓
Where the Backup Copy Is Kept
Where the Backup Copy Is Kept: USB drive in the home office drawer
✓
They would know how to open it
Recovery card kept in the home safe, apart from the Backup Copy
✓
You have opened a backup once, as a read-only test
Test Opening My Backup, run in May
Backup Confidence Check
Confirm that a recent backup exists and that your family knows where it is.
✓
I have a backup copy of Life on Track.
Life-on-Track-Backup-All-Households-2026-10-02-1915.lot
✓
I know where the backup copy is saved.
USB drive in the home office drawer, and a second copy in the go bag
✓
I have opened my backup once, to be sure it works.
Test Opening My Backup, run in May
✓
Someone I trust knows the backup exists and where to find it.
Jordan — backup password kept separately
Beneficiary Check-Up
Beneficiary designations can override a will. This check helps you confirm they are still current.
✓
Fidelity 401(k)
Jordan · confirmed Jun 2026
✓
Rollover IRA
Jordan, then Morgan and Casey equally · confirmed Jun 2026
3
MetLife term life
Jordan · last confirmed 2021 — worth re-checking
✓
First National accounts
Payable on death to Jordan · confirmed 2024
Emergency Walk-Through
A read-only rehearsal of a hard day — five moments, each checked against what is actually in the file.
✓
The first person to call
Jordan Parker · (555) 212-0001
✓
Allergies, medications, blood type
Penicillin, sulfa · Lisinopril 10mg, Atorvastatin 20mg · A+
✓
The healthcare decision-maker
Jordan Parker · has healthcare POA
✓
Where the advance directive is kept
It is kept: home safe, blue folder · copy on file at Northside Medical Group
✓
Where the plan and its backup live
The backup is at: USB drive in the home office drawer
Helper Guide
Use this guide if you are helping someone manage important details, find key information, or step in because support is needed.
✓
Emergency contacts & who to call first
Jordan, then Morgan, then Maria two doors down
✓
Health basics, medications, allergies
Penicillin, sulfa · Lisinopril 10mg, Atorvastatin 20mg · A+
✓
Important papers & where they are kept
Home safe, blue folder · kitchen folder by tab color
✓
Home instructions, pets, dependents, routines
Biscuit’s routine · Casey’s pickup · the side-door lockbox
Ellen Parker
You · 58 · Lives at 418 Maple Ridge Drive
Role in this file
Owner — this is Ellen’s Life on Track file
Mobile
(555) 212-0010
Doctor
Dr. Elaine Grant · Northside Medical Group · (555) 300-0100
Also sees Dr. James Ortiz for blood pressure
Allergies
Penicillin · Sulfa drugs
Recorded once here and carried into the Emergency Sheet
Medications
Lisinopril 10mg · Atorvastatin 20mg
Both prescribed by Dr. Grant
Employer
Northside Library District · Priya Raman (555) 400-0110
Notify if Ellen is in the hospital
Connected to
Emergency Info · Hospital Plan · Trusted Person Plan · Accounts
Ellen was added once. Every plan that needs her doctor, her allergies, or her phone number reads them from here.
Jordan Parker
Spouse · 57 · Lives at 418 Maple Ridge Drive
Phone
(555) 212-0001
First call on the Emergency Sheet
Trusted with
The full handoff — Trusted Person Packet, prepared last week
Jordan has been told, and has agreed
Healthcare power of attorney
Yes — signed, filed with the advance directive
Home safe, blue folder
Knows
Where the Backup Copy is kept
The backup password is stored separately, not in this file
Also holds
The side-door lockbox code and the alarm passphrase
Jordan keeps these himself. The file records where they are written down, not what they are.
Connected to
Emergency Info · Hospital Plan · Trusted Person Plan · Disaster Plan · Casey’s pickup
Casey Parker
Child · 14 · Lives at 418 Maple Ridge Drive
School
Northside High School · Grade 9 · (555) 300-2200
Counselor: Ms. Devereux
Pickup
Jordan Mon/Wed/Fri · Morgan Tue/Thu
Maria Ellis is on the approved pickup list
Health
Penicillin allergy — on file with the school nurse
Health form renewed Aug 2026 · due again Aug 2027
Activities
Soccer Tue & Thu 4–6pm · Jazz band Wednesdays
Coach Rivera (555) 300-2280
If nobody is home
Maria Ellis two doors down
Morgan Parker
Adult child · 31 · Lives 12 minutes away
Phone
(555) 212-0002
Second call after Jordan
Would do
Come to the hospital · collect Casey if needed
Alternate decision-maker
If Jordan cannot be reached
Named in the Hospital Plan
Disaster plan
Her apartment is the backup meeting spot
Linda Bennett
Ellen’s mother · 84 · Riverside Manor, Apt 3B
Where she lives
Riverside Manor, Apt 3B · nursing desk (555) 210-0900
Visits
Ellen on Sundays · Morgan on Wednesdays
Care team
Dr. Amara Osei · aide Ruth Kim, weekday mornings
Medications
5 daily · blister packs delivered every two weeks
List is on her refrigerator
Her own file
Kept separately under Additional Households & Caregivers
Linda’s records never mix with the Parkers’ own
Maria Ellis
Neighbor · Two doors down
Phone
(555) 212-0044
Trusted with
Biscuit, the mail, and the side-door lockbox
She does not have access to financial records — by design
Also
On Casey’s approved pickup list at Northside High
Not trusted with
Accounts, documents, or the Backup Copy
Life on Track lets you share a little with one person and more with another
Dr. Elaine Grant
Primary doctor · Northside Medical Group
Phone
(555) 300-0100
Patients
Ellen and Jordan Parker
Holds
Full medical history · the advance directive is on file here
Admitting privileges
Northside Hospital
Which is why Northside is the preferred hospital
Dr. James Ortiz
Cardiologist · Heart & Vascular Associates
Phone
(555) 300-0150
Sees
Ellen — hypertension and high cholesterol
Referred by
Dr. Elaine Grant
Robert Hale
Attorney · Hale & Associates
Phone
(555) 500-0180
Holds
The original will and trust
The Parkers’ copy is in the home safe, blue folder
Also
Drew up both advance directives and the healthcare power of attorney
Second call
After Dr. Grant, in the Trusted Person Plan
Susan Yee
CPA · Yee Tax Group
Phone
(555) 500-0220
Holds
Copies of the last 7 years of tax returns
Advises on
Retirement accounts and beneficiary paperwork
Long-term care was discussed in 2025 — revisit at 62
Dr. Dana Patel
Veterinarian · Maple Ridge Animal Clinic
Phone
(555) 500-0310
Patient
Biscuit — golden retriever, 7 years old
Microchipped · thyroid tablet with breakfast
Emergency vet
Northside Animal Emergency · (555) 500-0399
Open 24 hours
Sample only·PrivateFictional data — nothing you click is saved
You’ve just seen a full family file
Now imagine it filled in with your family’s answers.
Your file holds the same details — contacts, health notes, where the papers live, what to do first — kept current as you use it and ready to share when someone needs them. Your household information stays on your device unless you choose.
or see how it all works, start to finish →
One-time purchase
No account, no subscription
Yours to keep
Why families set this up
The moments this quietly prepares you for.
The sample above shows one family’s details, organized before anyone needed them. Here is what that means when real life happens.
Running the house
The renewal you meant to check, the sitter who needs the spare-key and feeding instructions, the school form that wants the same details every August, the warranty you need to look up. None of it is a crisis. Each one is a question the file answers, and each answer leaves it a little more accurate than it was.
In an emergency
A medic or a spouse needs the allergies, the medications, and who holds medical power of attorney. The Emergency Sheet puts them on one calm page they can read at a glance.
When you can’t be there
If you cannot explain things yourself, someone you love has a clear place to start. Your handoff brings together the information you chose to share, including important documents, accounts, household instructions, and who to contact. They can take the next step with less searching and guesswork.
When you’re caring for someone else
With the Additional Households & Caregivers add-on, a parent’s whole world — care team, medications, routines, and documents — has its own household file, ready to hand to a sibling or an aide when they need to step in.
Available Add-ons
Go further when your family needs it.
You explored these in the sample too. The Toolkit is required. Add any of these to it, or get all three in the Complete Family Bundle.
Additional Households & Caregivers
A whole second household file — like Linda’s in the sample — for a parent or loved one you help support: care team, medications, daily routine, mobility and transfers, safety risks, equipment, transport, and the caregiver handoff note. Up to four more households alongside your own, five in total.
Free guide: organizing important information for aging parents →
Final Wishes & Legacy Planning
Treatment and comfort-care preferences in your own words, what quality of life means to you, where the advance directive is kept, funeral and cemetery wishes, veteran burial benefits, Letters for the People I Love, and Personal Notes you can write or record as a voice message. Life on Track does not create legal documents — it records what you want and points to the papers that do.
Digital Estate
A map of the family’s digital life — email, photos, accounts, subscriptions, and devices — and how a trusted person would find them.
Your passwords stay in your password manager. Life on Track maps where your accounts live — a directory, not a vault.
Free guide: what happens to online accounts → · Free guide: a digital estate planning checklist →
The handoff
Hand it off with confidence.
The sample includes it: If You’re Reading This, the read-only page your trusted person opens. They can read what you chose to include without changing anything, and no account is needed.
Your handoff includes:
- Who to call first and how to reach them
- Allergies, medications, and who can make medical decisions
- Where important documents are kept
- Household notes for keeping things running
- Guidance for next steps
You decide what goes in it. You control when it is shared.