The CLEAR Kit Estate Organization System

What’s Included In Your CLEAR Kit

Unlike some estate organization systems, the CLEAR Kit arrives assembled and ready to use.

Order Your CLEAR KitSee What’s Included
CLEAR Kit Essentials for one adult: the Essentials binder, storage case, Getting Started booklet, cards, key pouch and key tags

You Get More With The CLEAR Kit

What Comes With Your CLEAR Kit

Every CLEAR Kit includes printed materials and online access to additional resources.

The CLEAR Kit Getting Started booklet on a tableGetting Started bookletA short guide to where to begin.
The CLEAR Kit Resource Center portalCLEAR Kit Resource CenterYour online starting point for worksheets, replacements and updates.
The fire and water resistant CLEAR Kit storage caseFire & water resistant caseLocking and portable, so everything lives in one known place.
A close-up of a premium zipper-close CLEAR Kit binderPremium zipper-close bindersOne with Essentials. Two with Expanded.
All 47 CLEAR Kit guided sections listed by numberUp to 47 guided sectionsSections 1 to 22 in Essentials, 23 to 47 added by Expanded.
A CLEAR Kit guided section tab previewGuidance in every sectionEach tab explains what belongs there and why it matters.
Fillable digital CLEAR Kit worksheetsGuided worksheetsFill them in by hand, type into the files, or print fresh copies.
A personalized CLEAR Kit cover sheetPersonalized cover sheet(s)Printed with the name of the person it was made for.
The Where to Find My CLEAR Kit notification cardsNotification cardsSo trusted people know the kit exists and where it is.
Buried in Work's online information hubsOnline information hubs & checklistsMore than 170 hubs, plus checklists, directories and guides.
The Heirloom & Tell dashboardHeirloom & Tell accessA private digital place for stories, belongings and wishes.

The 47 Guided Sections

Every CLEAR Kit begins with the same 22 Core Essentials sections. Expanded adds 25 additional sections for people who want to organize a fuller picture of their life, family, property, finances, and household.

All 47 CLEAR Kit guided sections, numbered and organized by topic
Choose Essentials Choose Expanded

Every Section Begins With Helpful Information

Flip Through a Real Section

Exactly as it arrives in the binder: the guided tab that explains the section, then the worksheets you fill in. Every numbered section opens the same way.

  • CLEAR Kit Section 14 Digital Legacy Plan preview, tab front, page 1 of 6

Page 1 of 6

Which CLEAR Kit is right for you?

Order a pre-configured CLEAR Kit, or build your own from the pieces your family needs.

CLEAR Kit Expanded, one adult: Essentials and Expanded binders, storage case, booklet, cards, key pouch and key tags Most Popular

CLEAR Kit

Our most popular bundle.

Includes the large storage case and key storage. Essentials or Expanded, for one adult or two.

From $199

Order Your CLEAR Kit
Two people at a table choosing the pieces of their CLEAR Kit

Build Your Own

Customize all of your CLEAR Kit's options.

Adults, storage case, binders and any add-ons: build the CLEAR Kit that fits your household.

From $140

Build Your CLEAR Kit