The Family Playbook: Life Admin, Handled

The paperwork, the deadlines and the "where is it?" moments, finally handled in 30 days, with AI doing the heavy lifting.

Made for: Families who want their important papers, accounts, renewals and "if something happens" plans in one calm, findable place. Especially helpful for new parents, newlyweds, anyone who just moved, and the one person in every family who "knows where everything is."

What's inside

• 28-page PDF guide (6 x 9 in) with 38 fill-in-the-blank AI cheat codes in 7 plays
• 5 step-by-step workflows and 5 print-friendly worksheets (Family Info Sheet, Where Things Are, Year-at-a-Glance Admin Calendar, Account Inventory and Sitter & Helper Brief)
• Your Household Profile, a one-page cheat sheet and safety tips

Why you'll love it

• Build a family command binder where anything important can be found in 60 seconds.
• Never miss a renewal, registration deadline or checkup with a year-at-a-glance admin calendar.
• Turn the mail pile into a simple system, from "decode it" to done.
• Make a plan for your digital life: accounts, photo backups and legacy contacts, with no passwords written down.

Delivery: Instant download. Your PDF is ready right after checkout, and Payhip emails you the link too.

You'll need: A phone, tablet or computer that can open a PDF; a free account with an AI assistant; a printer (optional).

Quick questions

• Is this a lot of work? It's designed in small pieces: one week at a time for four weeks, then one "admin hour" a month. AI drafts the lists and pages for you, so you're mostly filling in and checking.
• Is it safe to put family information into AI? The guide is built around a simple rule: never put passwords, full account numbers or Social Security numbers into AI or the binder. You use AI for the structure and the wording, and keep the private details on paper.
• Does it replace a lawyer or financial planner? No. It's organizing help, not legal, tax or financial advice.

ChalkAndTally made this guide with help from AI tools, which we used to draft the text and lay out the pages. A person reviewed and edited it before it was published. The images in this listing show real pages from the file. Not affiliated with OpenAI, Google, Anthropic or Microsoft.

For personal use in your own home. Please don't resell, share or post the file. Because this is an instant digital download, all sales are final. If anything isn't working or your file won't open, email us at hello@chalkandtally.com and we'll make it right.