Click through a complete Life on Track family file.
Go ahead — click into a whole family’s life, already organized. Open the Emergency Info, expand a card, or take the quick guided tour. It’s the working product, filled in for a fictional family — about a minute to look around.
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
Click any section below — it’s all live
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Welcome to Life on Track
Viewing: Parker Family File
Your household information stays on this device unless you choose to back it up, print it, export it, or share it.
A CALM PLACE TO BEGIN
Build your household file, one step at a time
Guided Setup helps you add the people, critical instructions, and document locations your household may need. Add only what you know — everything saves on this device.
A FEW USEFUL NEXT STEPS
Helpful guides
Open any guide directly. You do not have to work through them in order.
Who is in this household
Adults and children marked as living here. Open anyone to see their details.
PEOPLE & CONTACTS SECTIONS
Yourself, household members, children, relatives, friends, neighbors, and caregivers.
Household & Family
Yourself, household members, children, relatives, friends, and neighbors.
Each person is added once, then connected to the plans where they belong — so a phone number is never typed twice. Open anyone to see what they are connected to.
PEOPLE & CONTACTS SECTIONS
Yourself, household members, children, relatives, friends, neighbors, and caregivers.
Trusted Helpers
The people who would step in, and what each one is trusted with.
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
Yourself, household members, children, relatives, friends, neighbors, and caregivers.
School & Activities
School, pickup, health forms, and the week’s routine.
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 2025 · due again Aug 2026
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
Yourself, household members, children, relatives, friends, neighbors, and caregivers.
Professionals
Doctors, attorney, accountant, and the advisors your family may need to reach.
HOME & PROPERTY SECTIONS
Addresses, residents, access, and the overview for each property.
Homes
Addresses, residents, and the overview for each property.
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
Hale Property Management · (555) 500-0410
For the rental unit above the garage
HOME & PROPERTY SECTIONS
Addresses, residents, access, and the overview for each property.
Access & Safety
How someone gets in, and what to shut off in a hurry.
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 labelled
Life on Track records where the code is kept, not the code itself. That is the difference between a helpful file and a risky one.
HOME & PROPERTY SECTIONS
Addresses, residents, access, and the overview for each property.
Utilities
Who to call when something stops working.
Electric
Northside Power · (555) 700-0100
Autopay from First National checking, on the 12th
Gas
Valley Gas · (555) 700-0140
Water & sewer
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
Northside Security · (555) 500-0500
Monitored, monthly
HOME & PROPERTY SECTIONS
Addresses, residents, access, and the overview for each property.
Vehicles
What is in the driveway, and where the papers live.
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 Sep 2026
Title in the home safe, blue folder · Second key in the kitchen drawer
Roadside
State Farm roadside · (555) 800-0100
HOME & PROPERTY SECTIONS
Addresses, residents, access, and the overview for each property.
Pets
Who looks after them, and what they need.
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
Addresses, residents, access, and the overview for each property.
Maintenance
Service contacts, recurring work, and what is under warranty.
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 papers — without storing passwords or full numbers.
Accounts
Institutions, income, and benefits — without storing passwords or full numbers.
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
No passwords and no full account numbers are stored here — only enough for a trusted person to make the right phone call.
MONEY & RECORDS SECTIONS
Institutions, income, benefits, and papers — without storing passwords or full numbers.
Bills
What goes out each month, and what would lapse if nobody paid it.
Mortgage
First National · autopay on the 1st
Would not lapse — but the account could overdraw
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 annually — this is the one that would lapse
MONEY & RECORDS SECTIONS
Institutions, income, benefits, and papers — without storing passwords or full numbers.
Insurance
Policies, who is covered, and where the cards are.
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
Institutions, income, benefits, and papers — without storing passwords or full numbers.
Documents
Not the papers themselves — where each one is kept.
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)
Roof warranty is on the green tab
Tax returns, last 7 years
Home office file drawer
Susan Yee also retains copies
MONEY & RECORDS SECTIONS
Institutions, income, benefits, and papers — without storing passwords or full numbers.
Dates
The renewals that quietly expire if nobody is watching.
Honda CR-V registration
Renews Sep 2026 — about 6 weeks
State DMV · reminder set
Auto & home insurance
Renews Nov 2026 — about 3 months
State Farm
Casey’s school health form
Due again Aug 2026
Northside High nurse
Subaru Outback registration
Renews Mar 2027
HVAC service
Next visit Apr 2027
Bell Mechanical
Emergency Info
The one page a paramedic, a nurse, or a neighbor would need.
⚠ 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
If I’m in the Hospital
What you would want someone to know and do in the first hour.
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
If you had to leave the house in ten minutes.
Meeting point
Maple Ridge Elementary parking lot
If unreachable, Morgan’s apartment
Local backup contact
Morgan Parker · (555) 212-0002
Grab bag
Hall closet — gray duffel
Copies of IDs, cash, chargers, Biscuit’s leash and thyroid tablets
Backup Copy
USB drive in the grab bag
The everyday copy lives in the home office drawer
Shutoffs
Water, gas, and electrical are listed under Access & Safety
Trusted Person Plan
What Jordan would need, in the order they would need it.
Trusted person
Jordan Parker · (555) 212-0001
Told, and has agreed
They know
Where the Backup Copy is — the passphrase 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. This appears at the top of the Trusted Person Packet.
There is a blue folder in the home safe with everything you need. Robert Hale has a copy of the will. Thank you for doing this — I am so grateful it is you.— Ellen, to Jordan
🎙️▶1:12Re-record
Voice Message
Recording saved · 1 min 12 sec
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 your family opens when the moment comes.
“Take a breath. Start with what happened.” This view opens on a single question and walks someone to the first phone call — no logins, no searching.
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
A focused view of allergies, conditions, and who decides
Review before sharing
Review & Backup
Is this file still true, and is there a copy?
Backup Copy
Downloaded 2 days ago · Life-on-Track-Backup-2026-07-27.lot
Saved to the family USB drive and a second drive at Morgan’s
Where it is kept
USB drive in the home office drawer
Jordan knows — the passphrase is stored separately
Family Ready Review
Last run 3 weeks ago · 2 items flagged
MetLife beneficiary, and the Honda registration
Practice Run
Last practiced in May
Jordan found the will in 1 min 50 sec
Final Wishes & Legacy Planning
The things your family should never have to guess at — from the medical decisions nobody wants to make on your behalf, through to the service, the veteran benefits, and the letters.
This is an available add-on. The sample shows Ellen’s, filled in, so you can see what it holds. It is included in the Complete Family Bundle.
The conversation most families never manage to have 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 so Jordan is never left deciding alone
People to consult
Jordan first, then Morgan · Dr. Elaine Grant for the medical picture
Robert Hale holds 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 mother’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’s father
Eligible for VA burial benefits?
Yes — as a surviving spouse of a veteran
Ellen recorded this after nobody could find the discharge papers in 2019
Where the discharge papers are
Home safe — blue folder, behind the deed
DD-214 · the one document the VA always asks for first
Honors to request
Flag · graveside honors detail
Legacy
Letters
Three sealed letters in the home safe
For Jordan, Morgan, and Casey — sealed until she chooses to share them
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 forty years of photos are not lost with the account
A message to leave optional
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. The recording is stored with your file on this device, and included only if you choose to include it.
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
The part of a life that has no paperwork. Where the accounts are, who can reach them, and what you want done with each one.
This is an available add-on. The sample shows Ellen’s, filled in, so you can see what it holds. Life on Track records where access is kept — never a password.
The locked phone problem where most families stop
Ellen’s iPhone 15
Passcode hint sealed in the fireproof box · 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 never stored here — only the fact that it exists and who can open it
Legacy contacts already set up
Apple ✓ Google ✓ Facebook ✓ Instagram — not yet
Most people have never heard of these. Life on Track walks you through each one and records where the key is kept.
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, so nobody has to guess
Money and value nobody thinks to look for
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
Worth knowing before it lapses and someone else takes the name
Everything above is fictional sample data. Nothing here is a password — Digital Estate records where access is kept and what you want to happen, which is the part your family cannot work out on their own.
Additional Households & Caregivers
Two jobs in one add-on: room for up to four more households in this same file, and the caregiving detail that running someone else’s life actually takes.
This is an available add-on. The sample shows Linda’s household alongside the Parkers’ own — two complete files, never mixed together, no second file and no second login.
Households in this file 2 of 5 used
Parker Family File
Ellen, Jordan, Casey and Morgan · the household you started with
Included in every plan — 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 this one file
Switching between households takes one click. Nothing is ever copied between them, and each one prints, backs up and hands off on its own.
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 nobody writes down
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.
Settings
Your license, your devices, privacy defaults, and how this file behaves.
Auto-save is always on
Every change is saved on this device within a second. Nothing is sent to a server. That is also why a backup matters — if you clear this data or switch devices, the information could be lost.
Your license & devices
License
Family Readiness Toolkit · activated
One-time purchase · never expires
Devices
2 of 3 in use
MacBook Air (this device, added Jul 2026) · iPad · one seat free
Add-ons
Additional Households & Caregivers · Final Wishes & Legacy Planning · Digital Estate
Shown here as included so you can explore them in the sample
Households
1 of 5 · Parker Family File
Linda’s file is kept separately under Additional Households
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
Keep their approved redaction rules
Owner-only material never becomes trusted-person material by changing a setting
Password protection
Off — the backup file is not password protected
Optional. Protects the copy that leaves your device; Life on Track itself is never locked, so you cannot be 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
Owner tools kept here, not in the toolbar
Ownership Check-Up
Who keeps this file current, and which device is used for updates
Trusted Person Sharing Log
What was shared, with whom, and when
Last entry: Trusted Person Packet, shared with Jordan last week
Practice Opening a Backup
Rehearse a restore safely — a preview first, nothing replaced
A practice run now means no panic later
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
Open any guide directly. You do not have to work through them in order.
Guided Setup
Ellen finished this in about twenty minutes, over two evenings. Every answer in this file came from these eleven steps.
✓
Your name
Ellen Parker
✓
Who lives here
Jordan, Casey, and Biscuit the dog
✓
First person to call
Jordan Parker · (555) 212-0001
✓
Second person to call
Morgan Parker · (555) 212-0002
✓
Your doctor
Dr. Elaine Grant · Northside Medical Group
✓
Allergies
Penicillin · Sulfa drugs
✓
Medications
Lisinopril 10mg · Atorvastatin 20mg
✓
Your trusted person
Jordan Parker — told, and has agreed
✓
How someone gets in
Lockbox on the side-door railing
✓
One key paper
Will & trust — home safe, blue folder
✓
Print the Emergency Sheet
Printed and on the refrigerator
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Emergency Ready Setup
Everything a paramedic, a nurse, or a neighbor would need in the first ten minutes.
✓
Emergency contacts
Jordan, then Morgan, then Maria next door
✓
Allergies & conditions
Penicillin and sulfa · hypertension, high cholesterol
✓
Preferred hospital
Northside Hospital — Dr. Grant has admitting privileges
✓
Who can decide
Jordan holds the healthcare power of attorney
✓
Disaster plan
Meeting point, grab bag, out-of-area contact
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Home & Access Setup
How someone gets in, what to shut off, and who looks after Biscuit.
✓
How someone gets in
Lockbox on the side-door railing — Jordan and Maria hold the code
✓
Alarm
Northside Security · passphrase known to Jordan and Morgan
✓
Shutoffs
Water behind the furnace · gas at the meter · panel in the garage
✓
Vehicles
Subaru Outback and Honda CR-V · titles in the home safe, blue folder
✓
Pets
Biscuit · Maria Ellis two doors down · Dr. Dana Patel on file
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Records & Bills Setup
Not the account numbers — the map that lets someone make the right phone call.
✓
Where the money is
First National · Fidelity · Social Security
✓
What goes out monthly
Mortgage, electric, phone — and the one that would lapse
✓
Insurance
BlueCross PPO · MetLife term · State Farm
✓
Where the papers live
Home safe, blue folder · kitchen folder by tab color
5
Renewals to watch
Two due in the next three months — not yet reviewed
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Child & School Setup
Casey’s details, entered once and connected everywhere they are needed.
✓
School
Northside High · front office (555) 300-2200
✓
Pickup
Jordan Mon/Wed/Fri · Morgan Tue/Thu · Maria approved
✓
Health
Penicillin allergy on file with the school nurse
✓
Sitter instructions
Written out — routine, bedtime, who to call
✓
Activities
Soccer Tue & Thu · jazz band Wednesdays
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
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 due Sep 2026 — about 6 weeks
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Trusted Person Handoff Check-Up
Not a quiz for you — a quiz for the person who would have to step in.
✓
Could they open the file?
Yes — Jordan has the Backup Copy, and the passphrase separately
✓
Could they find the will?
Yes — 1 min 50 sec during the May practice run
✓
Do they know who to call first?
Yes — Dr. Grant, then Robert Hale, then First National
✓
Is anything private included by accident?
No — reviewed before the packet was shared
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Backup Confidence Check
A file only helps if a copy survives the laptop.
✓
A backup exists
Life-on-Track-Backup-2026-07-27.lot
✓
It is recent
2 days old
✓
It is somewhere else too
USB drive in the home office drawer, and Jordan’s cloud
✓
Someone else knows
Jordan — passphrase kept separately
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Beneficiary Check-Up
Beneficiary forms override the will. This check exists because people forget that.
✓
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
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Practice Run
Jordan ran this without help, timed. Under two minutes to the will, four to the insurance policy.
✓
Find the Emergency Sheet
On the refrigerator — immediate
✓
Find the will
Home safe, blue folder — 1 min 50 sec
✓
Find the life insurance policy
Kitchen folder, red tab — 4 min
✓
Reach the attorney
Robert Hale, (555) 500-0180 — immediate
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
Helper Guide
This is the one you hand to somebody else. It never asks them to log in.
✓
Take a breath
Start with what happened — the page asks one question
✓
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 something
Contacts, documents, accounts
Everything above is fictional sample data for the Parker family — nothing here is real, and nothing is saved.
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 hospital
Connected to
Emergency Info · If I’m in the Hospital · 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 in every plan
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 passphrase 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 · 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 2025 · due again Aug 2026
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
Local backup contact
Also the disaster-plan contact for the family
Linda Parker
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 give one person a little and another person everything
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
Saved on this device·PrivateFictional sample data — nothing is saved
Sample only. All names, numbers, and details are fictional example data. Nothing you click here is saved.
You just clicked through a full family file
Now imagine it filled in with your family’s answers.
Everything you explored — contacts, health notes, where the papers live, what to do first — set up once and ready the moment your family needs it. Built on your own device, never on our servers.
or see how it all works, start to finish →
One-time purchase
No account, no subscription
Yours to keep forever
Why families set this up
The moments this quietly prepares you for.
What you just explored isn’t a feature list — it’s a family’s whole life, organized before anyone needed it. 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 nobody can find. 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.
When every second counts
A medic or a spouse needs the allergy, the medications, and who holds medical power of attorney — right now. Instead of a frantic search through drawers, it’s one calm page they can read at a glance.
When you can’t be there
The hardest thing to leave your family is a mess to untangle. Here it’s all already in order — the contacts, every document, the accounts, the wishes. The person you trust opens one read-only page and simply knows what to do, instead of piecing your whole life back together in the hardest moment.
When you’re caring for someone else
A parent’s whole world — care team, medications, routines, and documents — kept in its own file, ready to hand to a sibling or an aide the moment they need to step in.
Everything, gathered together
One private file holds it all.
Not a stack of apps or a shoebox of paper — a single, calm home for the things a family rarely keeps together.
Everyday
grouped the way Life on Track groups them — People & Contacts, Home & Property, and Money & Records
- Household & Family
- Trusted Helpers
- School & Activities
- Professionals
- Homes
- Access & Safety
- Utilities
- Vehicles
- Pets
- Maintenance
- Accounts
- Bills
- Insurance
- Documents
- Dates
When it counts
ready the moment a trusted person needs it
- Emergency InfoAllergies, medications, blood type, and who can make medical decisions.
- If I’m in the HospitalWhat the care team should know, and who to call first.
- Disaster PlanWhere to meet, what to take, and who to reach if you are apart.
- Trusted Person PlanWho steps in, what they can decide, and where to start.
Set up & share
guided help you can open when you need it
- Setup GuidesShort, focused guides you can open whenever you are ready.
- Print & ShareOne-page printouts for the fridge, the sitter, or the hospital.
- Review & BackupCreate a Backup Copy and keep it somewhere safe.
- Family Ready ReviewA quick look at what is filled in and what is still thin.
- Practice RunPractice the handoff before anyone actually needs it.
- Additional Households & CaregiversAdd-on
- Final Wishes & Legacy PlanningAdd-on
- Digital EstateAdd-on
You just saw every one of these, filled in for the Parker family, in the sample above.
Available Add-ons
Go further when your family needs it.
You explored these in the sample too. Available Add-ons open guided spaces for caregiving, legacy, and digital life — included in the Complete Family Bundle, or added on their own.
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.
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, and private letters or 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 and how a trusted person would find them — a directory, not a vault.
Trusted Person Plan
Hand it off with confidence.
You just saw it in the sample — the If You’re Reading This view. It’s a read-only copy you can share with someone you trust: they find what they need without editing anything, and no account is required on their end.
It is how you give the people who matter most a way to step in when it counts.
The Trusted Person Plan includes:
- A read-only view of your file — no editing, no account
- Who to call first and how to reach them
- Medical alert summary
- 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.