The Spreadsheet That Made Me Feel Like the CEO of My Family (You Need It Too)
- Tuesdae Benson
- Jun 18
- 1 min read
Okay, real talk?
Between bills, kids’ appointments, emergency contacts, insurance policies (that you kinda think exist somewhere), and your cousin's dog that somehow lives with you now — life is chaos. Beautiful, messy chaos.
And if something happened tomorrow... would your partner, parent, or sibling know where to find anything important?
Neither would mine. That’s why I’m sharing this free game-changing spreadsheet — built by a financial advisor who gets millennial families like ours.
🧠 Why You’ll Love This Family SOP Spreadsheet
This isn’t just another “budget tracker.” It’s your family’s command center.
✅ It organizes your critical life info in one easy Google Sheet:
Insurance details
Will & trust info
Mortgage and debts
Emergency contacts
Kids' guardianship notes
Pet plans (yes, for real)
💡 It shows you what’s missing — and why that matters:
Each tab gives you subtle (but smart) prompts so you realize what could leave your family exposed — and how to fix it.
👨👩👧👦 It’s built for your partner, kids, or executor too:
So if anything happens to you (knock on wood), no one has to go searching for passwords or paperwork. They’ll know exactly what to do.
What’s Inside:
Peace-of-mind-inducing Dashboard
Tabs for life insurance, wills, education planning, POAs
Built-in accountability prompts
Emergency-ready formatting
Bonus tabs: Business continuity & pet care
It’s clean, simple, and free.
💾 Download the Family SOP Spreadsheet — For Free
No strings. Just protection, organization, and peace of mind.
Because your family deserves a plan — not panic.
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