The CLEAR Kit Is A Simpler, Smarter Way To Organize Your Estate & End-of-Life Information

The CLEAR Kit is a guided estate organization system that brings your important documents, information, and instructions together before there is a crisis.

Unlike a basic checklist, folder, or storage box, it helps you understand what to organize, identify what may be missing, and leave your loved ones clear direction about what they may need to do next.

Choose the CLEAR Kit That Fits You

Both CLEAR Kit options use the same clear, numbered structure, and you can upgrade at any time.

  • Essentials includes one binder per person with Sections 1 through 22.
  • Expanded includes everything in Essentials, plus two additional binders per person with Sections 23 through 48.
  • CLEAR Kit Essentials

    A simpler, easier-to-start system covering the information your loved ones are most likely to need first.


    Includes:

    • Binder 1: Essential Information
    • Sections 1 through 22
    • One binder for each adult
    • Estate & End-of-Life Summary Report
    • Guided worksheets and instructions
    • Digital PDF files for all included sections
    • Fire and water resistant storage case
    • Key organization system
    • “Where to Find My CLEAR Kit” cards
    • Access to Buried in Work resources
    • Complimentary limited access to Heirloom & Tell


    Best for:
    People who want strong core coverage in a focused, manageable format.

    Choose Essentials 
  • CLEAR Kit Expanded

    Our complete physical organization system, with a clearly labeled place for all 48 sections.

    Includes:

    • Everything included with Essentials
    • Binder 2: Personal, Medical, Family & Care
    • Binder 3: Property, Money & Household
    • Sections 1 through 48
    • One complete three-binder set for each adult
    • Additional space for personal, medical, family, property, financial, business, and household information


    Best for:
    People who want the most comprehensive version of the CLEAR Kit from the start.

    Choose Expanded 

See What Each Binder Covers

Open any binder below to view its sections. Every CLEAR Kit includes digital copies of the worksheets, as well as complimentary limited access to Heirloom & Tell.

Binder 1: Core Essentials

Included with Essentials and Expanded

Binder 1 covers the documents, information, and instructions families and representatives are most likely to need first.

1. Estate & End-of-Life Summary Report
2. Important Contacts
3. Identity & Citizenship
4. Last Will & Testament
5. Trusts
6. Advance Directive, Medical Power of Attorney, & Living Will
7. HIPAA Authorization
8. Financial Power of Attorney
9. Organ, Tissue & Body Donation
10. Private Medical Insurance
11. Medicare & Medicaid
12. Life, Disability & Long-Term Care Insurance
13. Social Security & Government Benefits
14. Digital Legacy Plan
15. Account Access & Authentication
16. Email & Online Accounts
17. Devices & Phone Plans
18. Income
19. Financial Accounts
20. Credit Cards
21. Expenses & Recurring Payments
22. Final Resting Place Instructions

Every CLEAR Kit includes complimentary limited access to Heirloom & Tell. Included sections are indicated by an *.

Binder 2: Personal, Medical, Family & Care Expansion

Included with Expanded

Binder 2 helps you organize family information, medical details, care instructions, personal history, and legacy messages.

23. Family Information & History
24. Spouse, Partner & Household Information
25. Children, Dependents & Others Who Rely on Me
26. Pets
27. Cultural, Spiritual & Religious Instructions
28. Military Service & Benefits
29. Memberships, Organizations & Affiliations
30. Medical Summary
31. Medical Providers
32. Instructions for My Family & Representatives
33. Career & Education
34. Residence History
35. Ethical Will, Life Notes & Legacy Messages
36. DNR, POLST & MOLST

Binder 3: Binder 3: Property, Money, & Household Expansion

Included with Expanded

Binder 3 covers property, belongings, insurance, debts, business interests, and tax information.

37. Residences & Real Property
38. Vehicles, Boats, & Recreational Property
39. Belongings, Valuables, & Heirlooms*
40. Firearms & Regulated Items
41. Storage Units & Safe Deposit Boxes
42. Privately Stored Property
43. Employer & Contractual Benefits
44. Debts Owed to You
45. Debts You Owe
46. Business Interests
47. Non-Medical Insurance
48. Tax Returns & Tax Information

Every CLEAR Kit includes complimentary limited access to Heirloom & Tell. Included sections are indicated by an *.

A printed informational sheet titled 'Digital Legacy Plan' with text sections, a QR code, and colored headings, shown against a dark background with a red vertical strip on the right.

Guidance Built Into Every Section

Each guided tab explains what the section covers, what to collect, why it matters, how your executor or loved ones may use the information, and where to find related Buried in Work resources.

It's not just a divider. It is a roadmap.

Printed or Print At Home

Printed CLEAR Kits arrive assembled with binders, guided section tabs, printed worksheets, a storage case, cards, a key organizer, and digital files on a USB drive.

Essentials Print at Home includes the Binder 1 materials on a USB drive for you to print and assemble yourself. Expanded is printed only because all 48 sections would be costly and cumbersome to print at home.

Each adult receives their own materials. Two-Adult Essentials includes two Binder 1s in one case. Two-Adult Expanded includes two complete three-binder sets in two cases.

Printed

Binder 1, guided section tabs, printed worksheets, worksheet files on a USB drive, storage case, cards, and key organizer

Binders 1–3, guided section tabs, printed worksheets, worksheet files on a USB drive, storage case or cases, cards, and key organizer

Print At Home

Binder 1 section materials and worksheets on a USB drive for you to print and assemble

Not Available For Purchase

Getting Started Is Easier Than You Think

You don't need to organize your entire life in one weekend.

(In fact, please don't try.)

The CLEAR Kit helps you begin with the information that matters most and make steady progress over time.

Estate and end-of-life summary workbook with a pen on a white background

Estate & End-of-Life Summary Workbook

1. Start With the Summary

Immediately after ordering, you'll receive the Estate & End-of-Life Summary Workbook via email to organize the high-level information your loved ones may need first.

It gives them a practical starting point while you continue completing the rest of the CLEAR Kit.

The Let's Get Started booklet for the CLEAR Kit on a table

Getting Started Booklet

2. Follow a Clear Path

The Getting Started booklet explains how the system works, where to begin, and how to make progress without turning the project into a second job.

3. Complete What You Can

Some sections may take five minutes.

Others may require a phone call, a conversation, or the discovery that nobody knows where the deed is.

That discovery is useful too.

It's More Than Just An Organizing System

The CLEAR Kit connects your physical materials to Buried in Work’s online guidance and Heirloom & Tell.

Each guided section tab explains:

  • What the section covers
  • What documents and information to collect
  • Why it matters
  • How your executor or loved ones may use it
  • Where to find related Buried in Work resources

Heirloom & Tell adds another layer, helping you preserve the stories, belongings, recipes, memories, and family history that matter alongside the practical information in your CLEAR Kit.

You are not just buying binders and worksheets. You are getting a connected system designed to help you understand what to organize, complete the work, and leave more behind for your family.

As Seen On

Have Questions?

Below are answers to the most common questions we receive. You can also explore the full CLEAR Kit FAQ for more detail.

View the FAQ

Is the CLEAR Kit right for me?

The CLEAR Kit is designed for adults who want to organize the documents, information, and instructions their loved ones or representatives may eventually need.

You do not need to be wealthy, elderly, seriously ill, or finished with your estate planning. The CLEAR Kit can help whether you are starting from scratch or already have documents scattered across filing cabinets, computers, email accounts, and that one drawer everyone avoids.

What does the CLEAR Kit help me organize?

The CLEAR Kit helps you organize important estate, financial, medical, digital, household, property, family, and end-of-life information.

Depending on the version you choose, it may cover:

  • Important contacts
  • Wills and trusts
  • Powers of attorney and healthcare documents
  • Insurance and government benefits
  • Financial accounts and expenses
  • Digital accounts and devices
  • Medical information
  • Family and dependent information
  • Pets
  • Property and belongings
  • Business interests
  • Debts
  • Tax information
  • Final arrangements and instructions

Do I have to complete every section?

No.

Complete the sections that apply to you and return to the others when they become relevant.

The CLEAR Kit is designed to help you make steady progress, not turn estate organization into a second job.

What is the difference between CLEAR Kit Essentials and CLEAR Kit Expanded?

CLEAR Kit Essentials includes Binder 1 and Sections 1 through 22. It covers the information families and representatives are most likely to need first, including estate documents, important contacts, medical coverage, digital access, financial accounts, and recurring expenses.

CLEAR Kit Expanded includes everything in Essentials, plus Binders 2 and 3 and Sections 23 through 48. It adds broader personal, medical, family, care, property, household, insurance, debt, business, and tax information.

Can I upgrade from Essentials to Expanded later?

Yes.

You can begin with Essentials and add Binders 2 and 3 later. You will not need to repurchase Binder 1 or start over.

The numbered section structure remains the same, making it easy to expand your CLEAR Kit when you are ready.

What is the difference between “Printed + Digital” and “Print at Home + Digital”?

Choose One Adult if you are organizing information for one person.

Choose Two Adults if two people are organizing their information, including spouses or partners.

Each adult receives their own set of materials so their documents, accounts, wishes, and instructions stay together.

Is there an online version of the CLEAR Kit?

Each adult receives their own binder materials.

  • One-Adult Essentials includes one Binder 1 in one storage case.
  • Two-Adult Essentials includes two Binder 1s in one shared storage case.
  • One-Adult Expanded includes one complete three-binder set in one storage case.
  • Two-Adult Expanded includes two complete three-binder sets in two storage cases.

Why does each adult receive separate binders?

Each adult has their own legal documents, accounts, medical information, digital life, wishes, obligations, and instructions.

Keeping each person’s information together makes the CLEAR Kit easier to complete, update, and use. It also avoids forcing couples to sort information into Adult 1, Adult 2, and Shared sections.

What is the difference between Printed and Print at Home?

The Printed CLEAR Kit arrives assembled and ready to use. It includes binders, guided section tabs, printed worksheets, a storage case, “Where to Find My CLEAR Kit” cards, a key organizer, and digital worksheet files on a USB drive.

Essentials Print at Home includes the Binder 1 section materials and worksheets on a USB drive for you to print and assemble using your own binder and supplies.

Is Print at Home available for Expanded?

No.

Expanded includes all 48 sections across three binders for each adult. That would require a substantial amount of printing, organizing, hole-punching, and assembly at home.

We can print and assemble the complete system more efficiently than most customers can, so Expanded is available only as a professionally printed kit.

Are digital worksheet files included?

Yes.

Digital copies of the applicable worksheets are included on a USB drive. You can complete them digitally, print replacement pages, and update your information as life changes.

These files are separate from CLEAR Kit Online, which is being developed for the future.

What are the guided section tabs?

The tabs do more than divide the binder.

Each guided section tab explains:

  • What the section covers
  • What documents and information to collect
  • Why the information matters
  • How your executor or loved ones may use it
  • Where to find related Buried in Work resources

It's not just a divider. It is a roadmap.

How does the CLEAR Kit connect to Buried in Work?

CLEAR Kit sections connect to related Buried in Work guidance, including articles, checklists, directories, tools, templates, and other resources.

These resources help you understand what to organize, identify potential gaps, and learn what your family or representatives may eventually need to do with the information.

What is the Estate & End-of-Life Summary Report?

The Estate & End-of-Life Summary Report helps you organize the high-level information your loved ones may need first.

It creates a practical starting point while you continue completing the rest of the CLEAR Kit.

You will receive it by email after ordering so you can begin before your physical CLEAR Kit arrives.

What is the Getting Started booklet?

The Getting Started booklet explains how the CLEAR Kit works, where to begin, and how to make progress without becoming overwhelmed.

It helps break a large project into smaller, more manageable steps.

What is the key organization system?

The key organization system helps you identify and organize important physical keys your loved ones or representatives may need.

This may include keys for your home, vehicles, safe deposit box, storage unit, mailbox, cabinets, or other secured property.

What are the “Where to Find My CLEAR Kit” cards?

These cards let trusted people know that you have completed a CLEAR Kit and where it can be found.

You can give them to family members, representatives, or other trusted contacts without giving them immediate access to the contents.

Is the storage case fireproof or waterproof?

The case is fire and water resistant. It is designed to provide additional protection from common household emergencies.

It should not be described as completely fireproof, waterproof, or indestructible.

Is the storage case fireproof or waterproof?

That depends on the document and your circumstances.

Some people store originals in the CLEAR Kit. Others store originals in a safe, attorney’s office, financial institution, or another secure location and place copies or location instructions in the binder.

The important thing is to make sure your family or representatives know that the document exists and where the original can be found.

Should I put passwords in the CLEAR Kit?

You do not need to list every password directly in the CLEAR Kit.

You may instead identify your password manager, explain where access instructions are stored, and document the devices, accounts, authentication methods, and trusted contacts your representatives may need to know about.

Use appropriate care before recording passwords, recovery codes, or other highly sensitive credentials.

Is the CLEAR Kit a substitute for an estate planning attorney?

No.

The CLEAR Kit is an organization and guidance system. It does not create a will, trust, power of attorney, advance directive, or other legal document.

It is not legal, tax, financial, or medical advice. It may, however, help you identify missing or outdated documents and arrive at a professional’s office considerably more organized.

Can the CLEAR Kit help me identify gaps?

Yes.

As you work through the CLEAR Kit, you may discover that:

  • A beneficiary designation is outdated
  • A policy is about to lapse
  • A legal document cannot be located
  • An account lacks a transfer or payable-on-death designation
  • Nobody knows where an original will is stored
  • A digital account has no access plan
  • Important instructions exist only in your head

Finding those gaps now is one of the most valuable parts of the process.

How often should I update my CLEAR Kit?

Review it at least once a year and whenever something significant changes.

Examples include:

  • Marriage, divorce, birth, or death
  • A move
  • A new job or retirement
  • A major purchase or sale
  • A new account or insurance policy
  • A change in health
  • Updated estate planning documents
  • New beneficiaries
  • A changed password manager or phone number

Does the CLEAR Kit include Heirloom & Tell?

Every CLEAR Kit purchase includes complimentary limited access to Heirloom & Tell as described with the product you select.

Heirloom & Tell helps you preserve family stories, meaningful belongings, recipes, memories, timelines, and other information your family may want to keep.

The CLEAR Kit helps answer, “What do we need to do?”

Heirloom & Tell helps answer, “What do we want to remember?”

Is Heirloom & Tell required to use the CLEAR Kit?

No.

The CLEAR Kit can be used independently. Heirloom & Tell adds tools for preserving stories, belongings, family history, and other meaningful information.

Is CLEAR Kit Online available?

Not yet.

The digital files currently included with the CLEAR Kit are fillable worksheet files provided on a USB drive.

CLEAR Kit Online is being developed as a separate guided online platform. More information will be shared when it is ready.

What support is available if I need help?

The CLEAR Kit includes guided tabs, worksheets, the Getting Started booklet, and access to related Buried in Work resources.

Buried in Work also offers educational materials, courses, and other services that may help with estate organization and end-of-life planning.

Can I buy a CLEAR Kit as a gift?

Yes.

A CLEAR Kit can be given to a parent, spouse, adult child, friend, client, or another person who would benefit from organizing their information.

Because estate organization can be personal, it often helps to explain that the gift is intended to make life easier for them and the people they care about, not to suggest that anyone is going anywhere soon.

Do you offer CLEAR Kits for professionals, businesses, or organizations?

Yes.

Buried in Work offers options for professionals, businesses, employers, financial institutions, law firms, senior communities, and other organizations.

Wholesale, retail, affiliate, and professional programs may also be available.

Do you offer CLEAR Kits for professionals, businesses, or organizations?

Yes.

Buried in Work offers options for professionals, businesses, employers, financial institutions, law firms, senior communities, and other organizations.

Wholesale, retail, affiliate, and professional programs may also be available.

Do you offer a satisfaction guarantee?

We want you to feel confident in your purchase.

You may return your CLEAR Kit within 30 days of delivery for a refund of the product price.

To be eligible, the complete CLEAR Kit must be returned in good condition. Customers are responsible for return shipping, and a $10 return processing fee will be deducted from the refund. If Buried in Work paid for the original shipping cost, that amount will also be deducted.

Because every CLEAR Kit includes digital files, requesting a refund means you agree to delete any digital copies provided with the kit.

Preorder Your CLEAR Kit

We regularly update the CLEAR Kit to make it easier to complete and even more useful for families. The newest edition is expected to ship in late August. Preorder now to reserve yours from the first available inventory.