Downloads
The RJP Personal Health Planner
A 14-page printable workbook that keeps your emergency information, medical history, medications, appointments, and insurance details organized in one place, for you and for anyone who may ever need to step in.
14-page PDF0.5 MBFree, no email requiredUpdated August 2026
Who this planner is for
Anyone organizing their health records, plus the family members and caregivers who may need them.
It pairs naturally with the healthcare documents in an estate plan, like a medical power of attorney and living will, by keeping the everyday details organized where your decision-makers can find them.
Opens in any PDF reader. Print at home on standard letter paper.
What's inside the 14 pages
The essentials
- Emergency information sheet with allergies, medications, blood type, and emergency contacts
- Medical history and vaccination records
- A directory for your providers, pharmacies, and specialists
- A tracker for healthcare portal logins
Visits and treatment
- Before- and after-appointment checklists
- Appointment and communication logs
- Hospitalization and surgery records
- Lab and imaging results log
- A running medication log
Coverage and prevention
- Insurance coverage tracker
- Medical billing tracker
- Wellness and preventative care tracker
A look inside
How to use it
- Download the PDF and print the pages you need. Most people start with the emergency information sheet.
- Fill it in by hand and keep it where family can find it, ideally alongside your estate planning binder.
- Bring the appointment pages with you to visits, and update the logs as medications and coverage change.
Related resources
Get Started Today
Pair this planner with a complete estate plan
Free seminars across the Valley cover medical powers of attorney, living wills, and living trusts. RSVP for a date that works for you.