The Willow Family · Fictional ShowcaseThe Willow Family · Plan Book
A place for the details.
Start anywhere. Each chapter connects its records to the wider household picture.
People & Family
90% recorded readiness
Chapter 2Professional Contacts
68% recorded readiness
Chapter 3Assets & Debts
90% recorded readiness
Chapter 4Banking
90% recorded readiness
Chapter 5Retirement & Pensions
90% recorded readiness
Chapter 6Real Estate
45% recorded readiness
Chapter 7Insurance
72% recorded readiness
Chapter 8Beneficiaries
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Chapter 9Estate Documents
86% recorded readiness
Chapter 10Guardians & Decision Makers
84% recorded readiness
Chapter 11Charity & Donations
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Chapter 12Digital Estate
45% recorded readiness
Chapter 13Long-Term Care
90% recorded readiness
Chapter 14Executor Handbook
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Financial records
Household taxable brokerage$360,000
Family SUV$48,000
Family sedan$32,000
June’s 529 education savings$58,000
Owen’s 529 education savings$44,000
Small digital-asset holding$9,000
Household furnishings and valuables$14,000
Household checking$32,000
Emergency savings$88,000
Alex’s HSA$27,000
Alex’s 401(k)$780,000
Sam’s 401(k)$540,000
Alex’s rollover IRA$185,000
Insurance records
Alex’s term life policy
Sample Harbor Life
$1,000,000 recorded coverage · ReviewedSam’s term life policy
Sample Harbor Life
$750,000 recorded coverage · ReviewedPrimary home coverage
Sample Hearth Insurance
$850,000 recorded coverage · Review dueCottage coverage
Sample Hearth Insurance
$420,000 recorded coverage · ReviewedFamily vehicle coverage
Sample Hearth Insurance
ReviewedInsurance coverage is not added to household net worth. Values are recorded fictional examples.