Simple templates for American life admin
Trip Documents Checklist — main view
Printable PDF + Spreadsheet

Trip Documents Checklist

Passports, bookings, insurance and emergency information — 27 items checked before you leave, scored as you go.

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About this template

The taxi is booked, the bag is by the door — and your passport is in a drawer you haven't opened since the last trip. Was it still valid? Where's the hotel confirmation? Does anyone at home even know where you're staying? This one-page checklist names all 27 things: the IDs, the bookings, the insurance, the health papers, the tech and the home-front jobs. For each one it tells you where it should live and the one check that matters. Print it, check the boxes off, and walk out the door calm. You get it two ways: a printable PDF for paper-and-pen checking, and the same checklist as a spreadsheet that scores your readiness automatically.

What's inside

How it works — 3 steps

  1. Print the PDF (US Letter) or open the spreadsheet version, and write the trip name and dates at the top.
  2. Go item by item: check the box (PDF) or mark Status = Ready / Missing (spreadsheet), and note where each thing lives.
  3. When the score reads 100%, leave. Reuse a fresh copy for every trip.

You never build or fix a formula. Type only in the pale-yellow cells — the formula cells are protected (no password) so the math can't be broken by accident. Fictional SAMPLE rows, clearly marked, show you the format; delete them and the file is yours.

What you need

For the PDF: any PDF reader, and a printer if you want the paper copy. For the spreadsheet: Microsoft Excel, or Google Sheets (free with a Google account). The same .xlsx file works in both — upload it to Google Drive, open it, File → Make a copy, and work in your copy. The spreadsheet version is the only part that needs Excel or Sheets; the printable PDF works anywhere.

This checklist pairs with the 99toFive Pet Records Organizer if a sitter is watching your pet while you travel — its Sitter Instructions page is the one you leave behind. Each stands completely on its own. LICENSE Personal use only — for your own household. Please do not share, resell or redistribute the files.

Instant download

This is a digital download — no physical item will be shipped. After purchase, go to Etsy → Purchases and reviews → Download files, save the file to your computer first, then open it in Excel (click “Enable Editing”) or upload it to Google Drive for Sheets (then File → Make a copy, and always work in your copy).

License

Personal use only — for your own household. Please do not share, resell or redistribute the file.

Questions

What exactly do I receive?

Two files: a one-page printable PDF (US Letter) with checkboxes for all 27 items, and the same checklist as an Excel spreadsheet with Status and Notes columns and an automatic readiness score at the top.

Do I need Excel or Google Sheets?

Only for the spreadsheet version. The PDF prints and works with any PDF reader — if you only want the paper checklist, you're all set.

How does the spreadsheet score work?

Type "Ready" or "Missing" in the yellow Status cells. The scoreboard at the top counts you — it starts at "0 of 27 items ready, 0%" and the aim, printed right there, is 100% before you leave.

Is it for international trips or US trips too?

Both. The IDs & Money and Health & Safety groups carry the international items (passport validity, plug adapter, embassy), and everything else — bookings, insurance, sitter, mail hold — applies to any trip away from home.

Can I reuse it for every trip?

Yes — that's the idea. Print a fresh PDF page per trip, or make a copy of the spreadsheet tab for each trip and keep them all in one file.