Whether you’re preparing your household or your workplace, you’ll find quick, clear answers here to help you move forward with confidence. You shouldn’t need a crisis to discover what you don’t know. These FAQs help you get clarity before disruption hits.
CRC Playbooks are downloadable, fillable PDFs you save on your own device (not cloud-based, no apps required). They’re not printed products or Canva templates.
Still have questions about how CRC Playbooks work?
You’re not alone. Most people don’t realize how much is left out of traditional planning until they see what’s missing.
Our Playbooks were designed to make preparation simple, compassionate, and doable.
Whether you’re planning for yourself, your family, or your future, you’ll find quick answers here to help you move forward with clarity and peace of mind.
A Readiness Playbook is a guided, fillable PDF that helps you organize the information your family or loved ones would need if something unexpected happened.
It’s not a decorative planner — it’s a clear, step-by-step system for capturing essential health, household, financial, and emergency details in one place.
To be clear: a Playbook is not a will or estate, not a document vault, and not a memory book. It's a unique tool for capturing the "footprint of your life" that isn't the focus of any other resources on the market.
No. A Playbook is not a legal document and does not replace a will, trust, or power of attorney.
It does make legal planning easier because everything someone needs — accounts, contacts, instructions, and preferences — is already organized for your attorney or loved ones.
Your Playbook is also built for life, not just death like wills and estates. It prepares you and your loved ones for the disruptions that take you “offline” — illness, diagnosis, disaster, or unexpected emergencies — the things that derail life temporarily, not permanently.
Most families discover too late that a will covers the money, not the mess.
Your Playbook fills that gap.
That will depend on how complex your life is; the more people and pets to account for, the more time it will take to complete. Most people complete the Playbook in a few hours to a weekend.
You don’t have to finish it all at once — simply update it section by section at your own pace.
Because each Playbook is fully fillable and re-usable, it grows with you. Life changes, and now you have a tool that changes with it.
Most “emergency binders” are just basic printables you customize and figure out yourself.
CRC Playbooks are different because they:
give you a guided structure, not a blank template
include fill-in pages for kids, pets, dependents, health, and household operations
require no design, no Canva, no apps, no cloud storage
focus on real-life scenarios, not aesthetic checklists
are designed by experts in grief, leadership, and crisis-readiness
They’re built for clarity when the stakes are high — not just for organization.
Most online planners are $7–$20 decorative printables that rely on you to design, format, and decide what matters.
CRC Playbooks are:
guided systems
professionally structured
tested with real families
built for crisis clarity
deep, comprehensive, and fillable
zero-tech and zero-app
not stored in someone else’s cloud
They’re a practical tool, not a Pinterest download — which is why they work.
Yes, you can do both (and we recommend doing both).
You can print the pages you want, share copies with trusted family or advisors, or save a digital version on a USB drive or computer.
Your information stays with you, not online.
It depends on your stage of life and who depends on you:
Personal Readiness: For individuals, couples, or families protecting what matters most.
Legacy Readiness: For adults 65+ planning ahead for end-of-life clarity.
Business Continuity: For solopreneurs and small teams who are the business.
Each version is built from the same compassionate framework, just tailored to your life’s realities.
Because disruption doesn’t wait until you’re ready.
We’ve seen healthy, capable people blindsided by emergencies and left wishing they’d taken just an hour to organize the basics.
Your Playbook isn’t about fear — it’s about freedom: knowing you’ve already handled what most people ignore until it’s too late.
No. Do what matters now. You can update the Playbook anytime. Any items that don't apply to your life (like additional properties, firearms etc.), skip those pages.
Your Playbook is a downloaded fillable PDF.
Your information is stored on your own device — not uploaded, synced, or shared.
Personal Readiness for individuals, partnered couples and families. Legacy Readiness for adults 65 and over.
Still not sure which Playbook fits your situation?
Email us at response@readiness-crc.com and we’ll point you to the right one. No sales pitch, just guidance.
Wondering how the Business Continuity Playbook fits your world?
You don’t need to be a large company to think like one when it comes to protecting your work.
This Playbook was built for solopreneurs and small teams who are the business — people who can’t afford to lose momentum when life throws a curveball.
The answers below will help you see how easy it is to safeguard your clients, cash flow, and credibility before disruption hits.
It’s a guided, fillable PDF that captures the essential information your clients, contractors, or team would need if you were unexpectedly unable to work.
It protects your operations, income, credibility, and client relationships in a single, easy-to-follow system.
Most founders complete it in a few focused hours or over a weekend.
Most business templates are task-based or strategy-based — not operational readiness.
This Playbook helps you capture:
account access and logins
client details
operational workflows
financial and billing information
key contacts
contingency instructions
It’s designed for continuity — not for planning your quarter.
Because it does what a planner doesn’t.
This is real operational continuity — not goal-setting or journaling.
It’s built to protect revenue, not track tasks.
Solopreneurs
Consultants and fractionals
Coaches
Freelancers
Small teams
Anyone whose business would stop if they stopped
If you are the business, this Playbook is your safety net.
Your Playbook guides you through:
client status and deliverables
passwords and access details
financial accounts, billing, and renewals
vendors and services
emergency workflows
business-critical instructions
Nothing is left to guesswork.
Your Playbook is a fillable PDF you download and save on your own device.
Your information stays with you — not in the cloud, not in an app, and never uploaded.
Because businesses get disrupted by more than health events — travel delays, family emergencies, burnout, and unexpected tech failures all create momentum-killing gaps.
In fact, we were inspired to create this by real-life stories shared with us of unexpected health situations that took owners offline for months (losing income the entire time), and even unexpected deaths that left spouses not only grieving their personal loss but also scrambling to figure out unknown business details in the midst of that emotional overwhelm.
Your Playbook protects your clients, revenue and loved ones when life happens.
Yes. You can share a printed or digital copy with one trusted person or your support team so someone knows what to do if you can’t step in.
We actually recommend this, and built it to accommodate having a "Business Buddy" as your go-to backup.
Still not sure if this Playbook fits your situation?
Email us at response@readiness-crc.com and we’ll help you make the right decision. No sales pitch, just guidance.
If you support people through planning, change, grief, or decision-making, CRC Playbooks make your work easier. You may already be asking, "Can I recommend CRC Playbooks to my clients or members?"
Absolutely. Professionals—including consultants, estate planners, financial advisors, organizers, coaches, HR/benefits leaders, and grief/change specialists—are all welcome to partner with us in helping more people be ready for life's unexpected (and impactful) events.
You can:
Share this website link directly with a client
Walk them through which version they need
Use the Playbooks to support your own readiness, continuity, or wellness work
Add CRC as a resource to your client toolkit
If you’d like referral language, co-branded materials, or support explaining the Playbooks to clients, email us at response@readiness-crc.com and we’ll set you up.
If you’d like to collaborate more closely, earn referral credit, or explore co-branded opportunities, we’d love to connect.
Perfect for advisors who want trusted tools for their clients.