The packets, page by page

We list the complete contents of every packet before you buy it, because a packet you cannot inspect is a packet you should not pay for. Every packet below is delivered as one print-ready PDF, with a master checklist first and a short briefing before each form explaining what it is, when you will use it, and the mistake people most often make with it. Prices are on the pricing page; ordering is by email from the contact page.

🏠 Moving Home Packet

Built for renters and buyers moving within the US. A full residential move touches roughly forty organizations and a dozen deadlines; this packet sequences all of it across a two-week countdown.

• Master move checklist — every task from signing to sweeping the old place, ordered by week.
• Change-of-address tracker — USPS, banks, cards, subscriptions, insurers, doctors, DMV and voter registration, with a "confirmed" column so nothing gets half-done.
• Utility transfer log — electric, gas, water, internet, trash: account numbers, shut-off and start dates, and final-meter photos checklist.
• Room-by-room inventory — box numbering system, contents log, and a condition record for the place you are leaving and the one you are entering.
• Lease & closing document checklist — every signature page and supporting document to gather before the day, for both renters and buyers.
• Move-day run sheet — the one-page schedule for the day itself: keys, walkthroughs, meter readings, and who gets called when something is late.

The free version of the core checklist is published in full as our Moving Home Guide.

🆘 Family Emergency Packet

The packet nobody wants to think about and everybody needs. If you were in a hospital bed tonight, could your family find the insurance card, the mortgage servicer, the vet, the alarm code, and the name of the attorney? This packet turns that knowledge — most of which lives only in one person's head — into a binder a spouse, parent, or adult child can open cold and act on.

• Emergency contact sheet — family, neighbors, doctors, schools, employers, and the people to call in the first hour.
• Medical summary pages — one per family member: conditions, medications, allergies, providers, pharmacy, and insurance details.
• Insurance & account inventory — every policy and account that exists, where it lives, and how the family reaches it — without writing passwords in the binder (the packet shows you the safe way to handle access).
• Document location map — where the wills, deeds, titles, policies and passports physically are.
• Household run book — how the house works: shut-offs, systems, pets, plants, and the recurring bills with their due dates.
• Kids & dependents pages — school and caregiver information, routines, and the permissions a caregiver needs.

Start with the free Family Emergency Guide, which covers the full structure and the order to build it in.

🚀 Small Business Launch Packet

For US founders starting a sole proprietorship or single-member LLC. Government steps have an order — file in the wrong sequence and you will redo paperwork. This packet sequences federal, state and local steps and adds the working documents a new business needs in its first ninety days.

• Formation checklist — entity choice worksheet, state registration steps, registered agent and operating agreement notes.
• EIN & tax setup pages — EIN application worksheet, sales-tax and employer-account trackers, and a first-year tax calendar with quarterly dates.
• License & permit tracker — every license your trade and city require, with renewal dates so nothing lapses.
• Money setup worksheets — business banking checklist, bookkeeping starter chart of accounts, invoice template and expense log.
• Client paperwork — a plain-language service agreement template, scope-of-work worksheet, and change-order form, with notes on the clauses that protect a small operator.
• First-90-days planner — week-by-week launch tasks from registration to first invoice.

The free Small Business Launch Guide publishes the sequence and explains why the order matters.

🔑 Rental Property Packet

For self-managed landlords with one to four units. Most landlord-tenant disputes are paperwork disputes: what was said, what was signed, what the place looked like. This packet creates the paper trail as a routine, not an afterthought.

• Application & screening log — a consistent, criteria-first screening record for every applicant, kept the same way every time.
• Move-in condition inventory — room-by-room condition record with a photo checklist the tenant signs — the single most deposit-protecting document a landlord owns.
• Rent ledger — per-unit payment record: due, received, late fees, and balance, month by month.
• Maintenance request log — dated requests, responses, and completions, so response times are provable.
• Notice templates — late rent, lease violation, entry notice and non-renewal templates with plain-language notes on serving them properly, plus a strong reminder to check your state's rules.
• Move-out packet — final walkthrough record, deposit accounting worksheet, and forwarding-address log.

Read the free Rental Property Guide for the full system. These materials are general information and templates, not legal advice — see our disclaimer.

💼 New Job Packet

Starting a job produces a surprising pile of paper in the first two weeks: tax forms, identity documents, benefits elections with real deadlines, and pay setup. Miss the enrollment window and some choices lock for a year.

• Offer review worksheet — salary, bonus, PTO, retirement match, vesting and start-date terms compared line by line before you sign.
• Day-one document checklist — exactly which identity and work-authorization documents to bring, and what to do if one is missing.
• W-4 worksheet — a plain walkthrough of the federal withholding form's steps, including the multiple-jobs and dependents sections people most often skip.
• Benefits comparison sheet — health plan options, premiums, deductibles and deadlines side by side, so the election is a decision instead of a guess.
• Pay & accounts setup list — direct deposit, retirement contributions, HSA/FSA elections and beneficiary forms, in order.
• First-90-days planner — probation milestones, review dates, and a place to record the commitments made in your first weeks.

🎓 Student & School Year Packet

Built by parents, for parents. Every school year restarts the same paperwork: enrollment, medical forms, permissions, contacts, fees — multiplied by every child. This packet runs the whole year from one folder.

• Enrollment document checklist — proof of residence, immunizations, records requests and the copies to keep ready.
• Per-child form tracker — every form sent home, its due date, whether it needs a signature, money, or both — and when it went back.
• Medical & permission pages — medication authorizations, field-trip permissions, photo releases, and emergency treatment consent, organized per child.
• School contact sheet — teachers, office, nurse, coaches and counselors with the fastest way to reach each.
• Activity & fee log — sports, clubs, lunches and fundraisers: what was paid, when, and what is still owed.
• Family calendar worksheet — the year's fixed dates (breaks, conferences, deadlines) on one planning page.