The Family Document Audit.
A 12-minute self-assessment for parents who already know what’s missing — they just haven’t named it yet.
You’re going to do three things, in order:
- Score yourself against 27 documents every active US family should have current. (12 minutes.)
- Read the rubric. Most families score in the same range. It’s fixable.
- Spend one Saturday morning working through the action sheet.
When you finish, you’ll know: what you have, what’s about to expire, what’s lost, and what’s missing. No app required. No cleanup required. No shame required.
Twenty-seven documents, in seven categories.
The full audit walks you through each one with the same four pieces of information: what it is, why it matters, where it usually goes missing, and how often it expires. Here’s the spine.
Identity & travel
Passports, birth certificates, Social Security cards, REAL ID, immigration docs. Five documents that, if missing, cancel a trip.
Medical
Insurance cards, immunization records, allergy/medication lists, pediatrician info, dental records, family health history. Six documents the school nurse will ask for at the worst possible moment.
Education
School registrations, IEPs/504s, immunization records, emergency contacts on file. Four documents that determine whether the school can reach you.
Financial & household
Homeowners or renters insurance, mortgage/lease, vehicle titles + registrations, auto insurance cards, utility account info. Five documents that come up exactly when you don’t want to look for them.
Legal
Wills, advance directives, powers of attorney, custody agreements, marriage certificates. Four documents that protect the family if something happens.
Activities
Sports physicals, league registrations, summer camp medical forms, club/scout enrollments. Three documents that determine whether the kids get on the bus.
The Caregiver-Readiness Pack
Emergency contacts, allergies, doctor numbers, kid-specific routines, current medications — the “if grandma watches the kids next weekend” snapshot.
Get the full audit.
The complete 27-document checklist, the 12-minute self-assessment with scoring rubric, and a 60-minute Saturday action sheet for getting back to control. We’ll email it to you, free, and we won’t use your address for anything else without asking.
We’re building FamilyOrb — a tool that watches the dates on these documents so you don’t have to. The audit is the starting point. The product is the maintenance. Both stand on their own.