The in-case-of-emergency file your family can actually find, read and use
A complete system for recording where everything is, who to call and what to do first, without writing a single password on paper. Open the kit tonight and have your one-page emergency sheet on the fridge within the hour.
- A 10-chapter e-book teaching the three-layer vault method, with country notes for India, the UK, the US, Canada, Australia, the UAE, Singapore, South Africa, Nigeria and Kenya
- The Life Vault Register: a 14-sheet Excel workbook for accounts, insurance, property, loans, digital accounts, subscriptions, contacts and document locations, with completeness scores and a dashboard
- 5 fillable PDF forms, including the one-page emergency sheet, a first 48 hours guide and a dependants and pets care plan
- 6 Word templates with 7 ready-to-send letters, 35 conversation scripts and messages and 28 AI prompts, plus 4 cheat sheets, a 34-event calendar and a task board import
The Life Document Vault · Bodhih Pro Kits · 96 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I organise important documents so my family can find them in an emergency?
Build three layers: a one-page emergency sheet for the fridge and wallet, a first 48 hours guide and care plan, and a full register of every account, policy, property, loan and online account with where the papers are. Keep secrets in a password manager with emergency access. The Life Document Vault kit from Bodhih Training gives you every file.
Want the full free guide first? Read How to organise important documents so your family can find them.
You already feel the problem. Here is what it is costing you.
It is all in one person's head
Most households run on one person's memory: which bank, which insurer, which drawer. When that person is in hospital, everyone else is guessing at the worst possible time.
The papers exist but nobody can find them
Certificates in a biscuit tin, policies in an email folder, a will at a lawyer's office that is closed for the holidays. Everything is there and nothing is findable by anyone else.
Passwords in the wrong places
Sticky notes in the folder, a passwords tab in a spreadsheet, photocopies of cards. Well meant, and exactly what a fraudster hopes to find.
Nominations nobody has looked at for years
Bank, pension and insurance forms filled in once and forgotten. People marry, separate and lose touch, and the form still names someone from long ago.
Phones and email lock everyone out
Security codes, banking apps and years of photos all sit behind a passcode. Without a planned route in, every account becomes a separate battle.
Picture the next few weeks with the kit open beside you.
Imagine a Sunday afternoon a month from now. As you open the grey box in the wardrobe, everything is there: twelve dividers, the Register printed at the front, a sealed envelope with your trusted person's name on it. The emergency sheet is on the fridge door. You have not had to think about any of it for weeks.
When you fill in the emergency sheet tonight, you will notice how little space the first hour really needs: who to call, your medicines, who depends on you, where the vault is. Twenty-five minutes. Then the Register takes over, one sheet an evening, and the Status columns tell you what to check next.
Picture the conversation with your trusted person. You hand over the letter, sign the access agreement together, and they accept the emergency access invitation while you are sitting side by side. Next September you run the fire drill on a video call, they find six of eight things in under ten minutes, and you both laugh about the two you need to fix.
Whether you start with the emergency sheet tonight or the Register at the weekend, the 30-day plan carries you through in 20 to 40 minutes a day, and the yearly review keeps it true after that.
19 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Life Document Vault (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here map
The whole vault job as eleven steps with the file to open at each, your first hour, and a 30/60/90 day use plan.
Life Vault Register workbook
Fourteen-sheet workbook: settings, accounts, insurance, property, loans, digital accounts (no passwords), subscriptions, contacts, document map, fire drill, review checklist, completeness scores and a dashboard.
Emergency and medical information sheet
Two-page fillable sheet: page 1 is the one-page emergency sheet for the fridge, wallet or go-bag; page 2 is the medical and care summary.
First 48 hours guide for my family
Three-page fillable guide written in advance: what to do first if I am suddenly in hospital, unable to manage, or have died, and what can wait.
Dependants and pets care plan
Three-page fillable plan for children, adults you care for and animals: who steps in, routines, health, money and the first night.
Digital accounts and devices map
Three-page fillable map of devices, key accounts, recovery routes, password manager emergency access and your wishes for each account. No passwords.
Annual vault review
Two-page fillable review: what changed this year, section-by-section checks, the fire drill result and the actions for next year.
Letters to my trusted person and to institutions
7 ready-to-send letters: to your trusted person, a sealed-envelope note, and requests to banks, HR, insurers, pension providers and key holders.
Vault conversation scripts and messages
35 scripts and messages for couples, single people, parents, adult children of ageing parents, institutions and the hard moments.
Household information handbook
Fill-in handbook so a partner, relative or carer can keep the home running for a few weeks: utilities, safety, services, bills and routines. No passwords.
Access and sharing agreement
One-page household agreement between the vault owner(s) and the trusted person: what may be opened, when, how, and how it is kept up to date.
Worked example pack: the Asante household
The main forms and agreement shown completely filled in for one composite household, so you can see what good looks like before you write your own.
AI prompt pack for your vault
28 tool-agnostic prompts grouped by step, each with what to paste in (never personal data) and what to check before you use the output.
Master list and storage card
Two-page card: what goes in the vault, section by section, and how to store it safely on paper, digitally or both.
Life events update and decision card
If-this-then-update-that card for twelve life events, plus a who-sees-what decision table.
Ten vault mistakes
Mistakes-to-avoid card: ten common vault mistakes, the early sign of each, what to do instead and a self-check.
30-day set-up plan and review calendar
34 calendar events: a 20 to 40 minute task each day for 30 days, then medicines checks, a six-month check and the annual review. Each names the file to open.
Vault set-up task board import
34 tasks as a CSV for Trello, Asana, Notion, Planner or Jira, with day, phase, minutes and due date.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 19 files plus a one-click ZIP
- E-book
- 61 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, GoodNotes, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Individuals, couples and families anywhere, and adult children helping ageing parents
What a vault is, and what it is not
Why a vault is a map, not a will, a power of attorney or a password book, and the three layers that make it usable in a crisis.
The master list: deciding what to record
The twelve sections of the master list and four passes that find almost everything you own and owe.
Money, property and debts without exposing them
How to record accounts, insurance, property and loans so your family can find them and a thief cannot use them, and why nominations go stale.
Your digital life, without a single password on paper
Phones, email, password managers with emergency access and platform legacy settings, with never a password on paper.
Health, care, dependants and pets
Your medical summary, and a care plan for children, adults you care for and pets, with stand-ins for the first day, night and fortnight.
The emergency sheet and the first 48 hours
The one-page emergency sheet for the fridge and wallet, and a calm first 48 hours guide that puts people before paperwork.
Where to keep it: paper, digital or both
Paper, digital or hybrid storage, a vault home that survives fire, flood and theft, and how to clean up stray scans.
Your trusted person and who sees what
Choosing a trusted person and backup, and agreeing in writing who may see what, and when.
The conversations that make it work
Words for couples, people living alone, parents of young children, adult children of ageing parents and institutions.
Keeping it alive
The yearly review, life-event triggers, the five-minute rule and the fire drill that proves the vault works.
Not just reading. Tools you will actually open again.
E-book
- The Life Document Vault: 10 chapters, conclusion, a 30-day set-up plan and dated country notes (PDF)
Spreadsheet
- Life Vault Register workbook: 14 sheets covering settings, accounts, insurance, property and vehicles, loans and debts, digital accounts, subscriptions, key contacts, document locations, fire drill, review checklist, completeness by section and a dashboard with chart
Fillable PDF forms
- Emergency and medical information sheet (2 pages)
- First 48 hours guide for my family (3 pages)
- Dependants and pets care plan (3 pages)
- Digital accounts and devices map (3 pages)
- Annual vault review (2 pages)
Word templates
- Letters to my trusted person and to institutions: 7 ready-to-send letters
- Vault conversation scripts and messages: 35 scripts
- Household information handbook
- Access and sharing agreement (one page, to sign together)
- Worked example pack: the Asante household
- AI prompt pack for your vault: 28 prompts
Cheat sheets
- Start here map with your first hour and a 30/60/90 day plan
- Master list and storage card (2 pages)
- Life events update and decision card
- Ten vault mistakes
Planning files
- 30-day set-up plan and review calendar: 34 events (ICS for Google, Outlook and Apple)
- Vault set-up task board: 34 tasks (CSV for Trello, Asana, Notion, Planner or Jira)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to put a one-page emergency sheet where your family can find it in the first hour
- You will be able to record every account, policy, property and loan with where the papers are, without exposing full numbers
- You will be able to give your trusted person a planned, delayed route into your password manager instead of a password list
- You will be able to check every nomination and beneficiary and send the letters that confirm them
- You will be able to write a first 48 hours guide and a care plan for children, adults in your care and pets
- You will be able to agree in writing who may see what, and when
- You will be able to have the vault conversation with a partner, a friend or an ageing parent using ready-made words
- You will be able to keep the vault current with a yearly review, life-event updates and a fire drill
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Everyday Agreements Assessment: Reading What You Are About to Sign
Take the assessment →AssessAll assessmentPersonal Data Judgment
Take the assessment →AssessAll assessmentEveryday Scam and Fraud Resistance Assessment for Consumers
Take the assessment →JobularyIf-then plans that make habits stick (Jobulary)
Make it a growth plan →A taste of Chapter 10
Life-event triggers. Some changes cannot wait a year: a move, a new job or retirement, a marriage or separation, a new baby, a death in the family, a new diagnosis. Life-Events-Update-Decision-Card.pdf lists twelve events and what each one means you should update. The five-minute rule. If a change takes less than five minutes, do it today. If longer, add it to the Review Checklist sheet with a date. The fire drill. Once a year, sit with your trusted person, in person or by video. Read them eight questions from the Fire Drill sheet ("find our home insurance claims number", "find who to call about the pension") and time them while you stay quiet. Anything over the time limit on Settings, or not found, becomes a fix.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Method | A blank binder with section titles | A three-layer method taught step by step, with a worked case in every chapter |
| Passwords | A page for writing passwords down | No passwords anywhere: password manager emergency access and legacy settings instead |
| Spreadsheet | A list with no formulas | 14 linked sheets with status flags, renewal countdowns, completeness scores and a dashboard |
| The first hour | Not covered | One-page emergency sheet plus a first 48 hours guide |
| Conversations | Not covered | 35 scripts and messages and 7 ready-to-send letters |
| Countries | One country's assumptions | Any currency, with dated notes for ten countries and the questions to ask anywhere |
| Keeping it current | Not covered | Life-events card, annual review form, fire drill and a calendar of reminders |
Made for you if…
- Adults in their fifties, sixties and beyond who want their affairs findable if something happens
- Adult children helping ageing parents get their paperwork in order
- Couples where one partner handles all the money and the other could not find it
- People living alone who want a friend or relative to hold the map
- Parents of young children planning who steps in on the first day, night and fortnight
- Anyone who has just been through a hospital stay or bereavement and thought: never again like that
Probably not for you if…
- Anyone looking for a will, power of attorney or legal document: this kit organises information and helps you prepare questions for a lawyer, it does not create legal instruments
- People who want investment, retirement or tax advice: see a qualified professional, and the Bodhih Pro Kit The Late Starter's Retirement Plan for retirement money
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Give your family a map, not a mystery
As you fill in the emergency sheet tonight, you will feel how much lighter one page can make the hardest day. Whether you start with the fridge sheet this evening or the Register at the weekend, the kit carries you the rest of the way.
Personal licence for the buyer's own household use, including sharing your completed forms with your trusted person. Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
The Bodhih family, when you are ready for more
The Late Starter's Retirement Plan
The money side of retirement.
The Home Ops Manual
Run the household as a system.
AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
What should be in an in-case-of-emergency file?
Who to call, your medical essentials, who depends on you, and where everything else is: identity documents, accounts, pensions, insurance, property, loans, digital accounts, subscriptions, key contacts and where your will is. The kit's master list covers twelve sections, and the emergency sheet puts the first-hour essentials on one page.
Is this a will or a legal document?
No. The kit is an educational organising tool. It records where things are and what you would like done first, and helps you prepare questions for a lawyer. It does not create a will, power of attorney, nomination or advance directive, and it does not replace a lawyer, notary, financial adviser, tax professional or doctor.
Should I write my passwords in the vault?
No. The kit is built so that no password, PIN or code is ever written on paper or in the spreadsheet. You record where secrets live, and use a password manager's emergency access feature and platform legacy settings to give your trusted person a planned route in.
Does it work outside the UK or US?
Yes. The workbook uses whatever currency label you type, the forms are country-neutral, and the e-book includes dated country notes for India, the UK, the US, Canada, Australia, the UAE, Singapore, South Africa, Nigeria and Kenya, with questions to ask a professional anywhere.
How do I help my ageing parents organise their paperwork?
Start with your own vault, then ask them to help you check it. Make it clear they decide what goes in and the folder stays in their home. The scripts library has words for the common objections, and the 30-day plan breaks the work into short sessions.
How long does it take to set up?
The emergency sheet takes about 25 minutes. The full vault follows a 30-day plan of 20 to 40 minutes a day, provided as a calendar file and a task board import. After that, a yearly review takes about 90 minutes.
Which apps do I need?
Any spreadsheet app that opens Excel files (Excel, Google Sheets, LibreOffice), a PDF reader that fills forms (Acrobat Reader or similar), and a word processor (Word or Google Docs). The calendar and task files import into common calendar and task apps.
Can I measure my starting point?
Yes. Three AssessAll assessments pair well with this kit: Everyday Agreements Assessment: Reading What You Are About to Sign, Personal Data Judgment, and the Everyday Scam and Fraud Resistance Assessment for Consumers. They help you see how you read documents, handle personal data and spot fraud, which are the skills a vault relies on.
How do I make the yearly review actually happen?
Use an if-then plan: 'If it is the first Sunday of November, then I open the vault after breakfast.' The kit's calendar sets the reminders, and Jobulary's guide to if-then plans that make habits stick shows how to turn the review into a habit and a simple development plan for the skills involved.
Can I share the kit with my family?
The licence is for your own household's use, so you can fill it in with your partner and give copies of your completed forms to your trusted person. Please don't share or resell the blank files. For extended families or groups, contact solutions@bodhih.com.
How much does The Life Document Vault cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
