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DOCUMENT CHECKUP

Keep what matters ready.

Check what applies, keep it current, share selected records with Trusted Connections, and find what you need when life happens.

ONGOING CHECK

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YOUR SITUATION

Document Checkup

Select what applies to your life. Then mark each suggested item based on where you are today.

Sources & Guidance

Recommendations are informed by FEMA / Ready.gov, NAIC, and CFPB. Not every document applies to every person.

KEEP IT CURRENT

Something changed?

Record a life change so you know to review what may apply now.

SHARE WITH TRUSTED CONNECTIONS

Share what you choose with the people you trust.

Trusted Connections can access only the records and permissions you select. Delete is never available to them.

Review Trusted Connections

WHEN LIFE HAPPENS

Something happened — Find What You Need

Choose what happened. EnsureLoc will surface relevant records you already saved and give you a focused starting checklist.