Clear Kit box on a grey background.

What’s Included in the CLEAR Kit

What’s Included With Every CLEAR Kit (and Why It Matters)

The CLEAR Kit includes both physical and digital tools designed to help you gather, organize, and maintain the information your family or executor will need.

It's comprehensive by design and remarkably simple to use.

Order Your CLEAR Kit

What You Receive With Your CLEAR Kit

Every item in the CLEAR Kit is designed to solve a specific problem families face during illness, incapacity, or after a death. Together, they create a clear, usable system your heirs will thank you for.

CLEAR Kit Thumbnail Images From Different Angles

1. Fire & Water Resistant Storage Case

The CLEAR Kit includes a locking, fire and water resistant storage case designed to store your CLEAR Kit binders and critical documents in one secure place.

It is ideal for legal documents, passports, and other important records that may be needed quickly during an emergency or after a death.

With built in file folders, zippered compartments, and a handle for easy transport, the case keeps essential information protected, organized, and ready when it matters most.

See the storage case features below.

Protected. Organized. Ready When You Need It.

Secure Storage

Locking closure

The locking closure helps keep sensitive information secure and contained in one place. It adds a layer of protection for personal, legal, and financial records while still allowing easy access for you or a trusted person when needed.

Fire and water resistant materials

The storage case is constructed with fire and water resistant materials to help protect important documents from common household risks. This reduces the chance that critical information is damaged or lost during emergencies or unexpected events.

Stores Important Documents and Information

The case is designed to store both originals and working copies of important documents, giving you flexibility based on your preferences and comfort level. Items such as passports, government issued IDs, Social Security cards, birth certificates, insurance policies, benefit information, vehicle titles, credit cards, and key legal documents can be kept together in one protected place.

Everything stays organized, secure, and easy to locate when timing matters.

Smart Storage Features

File Folders for Loose Documents

Integrated file folders provide a simple way to store loose papers, mailed notices, and documents that do not belong in binders. This prevents important items from being misplaced or separated from the system.

Multiple Zippered Compartments and Pouches

Zippered compartments and pouches help organize smaller items and supporting materials, keeping everything contained and easy to access without creating clutter.

Space for CLEAR Kit Binders and Additional Records

The storage case is designed to hold the CLEAR Kit binders along with additional records you may already have, creating a single, centralized home for the entire system.

Grab and Go Access

Sturdy Handle for Easy Transport

The built-in handle makes it easy to carry the CLEAR Kit to appointments, meetings, or temporary locations. This supports real-world use rather than keeping the system tucked away and forgotten.

Reflective Strip for Emergency Visibility

A reflective strip improves visibility in low-light situations, helping the case stand out during emergencies or power outages when time and clarity matter.

Luggage Pass-Through Strap for Easy Transport

The pass-through strap allows the case to securely rest on rolling luggage, making it easier to travel with the CLEAR Kit when visiting a loved one in a hospital, relocating, or managing affairs across locations.

Clear Kit for legal, medical, and end-of-life resources with a focus on legacy and estate administration.

2. A CLEAR Kit Customized To You

The CLEAR Kit is not an off the shelf product. Each kit is personalized for the individual or household receiving it, starting with customized cover sheets at the front of each binder.

Inside, the worksheets are designed to be filled with your information, organized around your life, and easy for others to understand if they ever need to step in.

This approach takes more time and care to produce, but it ensures your information is clear, usable, and actually helpful when it matters.

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

3. Getting Started Booklet

Estate organization feels overwhelming when you do not know where to begin.

The Getting Started booklet shows you exactly how to start, what to focus on first, and what can wait. It explains how the CLEAR Kit is organized and helps you take a few simple first steps so you can begin in minutes, not hours.

You do not need to finish everything at once. Progress matters more than completion.

Each CLEAR Kit section begins with a short, guided introduction that explains what the section is, why it matters while you are alive, and how the information will be used later. It also provides practical context to help an executor understand and use the information.

The worksheets then guide you to collect the right details, record them consistently, and track what is complete.

Most estate organization products describe what they include. We would rather show you.

Below is the digital version of our Getting Started booklet.

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

4. Executor’s Summary Report

The Executor’s Summary Report provides a high level overview of essential information in one place. It gives the person stepping in a clear roadmap and helps them understand what exists, where to find it, and what needs attention first.

Three CLEAR Kit binders of different colors stacked together.

5. Three Topic Specific Binders

The CLEAR Kit is organized into three topic-specific binders. Each binder is crafted from premium faux leather materials with a zip around closure.

  • Orange: Legal, Medical, and End-of-Life
  • Blue: Personal and Family Information
  • Green: Financial, Property, and Digital Life

Each binder includes clearly labeled tabs that include section introductions and guided worksheets. Together, the binders cover the details that are often scattered across folders, emails, and conversations, but are needed quickly when someone has to step in.

See the section list for each binder below.

How Your Information Is Organized

What's Inside The Three Binders

Orange Binder: Legal, Medical, & End-of-Life

Overview and Updates

  • Section 1: Executor’s Summary Report(s)
  • Section 2: Update Log

Will and Trusts

  • Section 3: Last Will and Testament
  • Section 4: Trusts

Medical Orders and Care Wishes

  • Section 5: Advance Directive and Living Will
  • Section 6: Organ, Tissue, and Body Donation
  • Section 7: DNR, POLST, and MOLST

Powers of Attorney and HIPAA

  • Section 8: Medical Authority and HIPAA Authority
  • Section 9: Financial Authority

Contacts, Messages, and Instructions

  • Section 10: Key Contacts Log
  • Section 11: Ethical Will and Legacy Messaging
  • Section 12: Letter of Instruction
  • Section 13: Digital Legacy Plan

Final Resting Place, Funeral, and Memorial

  • Section 14: Final Resting Place Instructions
  • Section 15: Obituary

Insurance: Health, Disability, and Life

  • Section 16: Private Medical Insurance
  • Section 17: Medicare and Medicaid
  • Section 18: Life, Disability, and Other Insurance

Social Security

  • Section 19: Social Security Benefits

Medical Background

  • Section 20: Medical History and Records
  • Section 21: Medical Providers

Blue Binder: Personal & Family Information

Personal Background and Identification

  • Section 22: Identity and Citizenship
  • Section 23: Career and Education
  • Section 24: Residence History
  • Section 25: Memberships and Affiliations
  • Section 26: Cultural and Spiritual Identity
  • Section 27: Military Service

Relationships, Family, and Dependents

  • Section 28: Marriage and Partnerships
  • Section 29: Family History
  • Section 30: Siblings
  • Section 31: Children
  • Section 32: Adult Dependents

Pets and Animals

  • Section 33: Pets

Green Binder: Property, Money, & Digital Life

Technology and Digital Life

  • Section 34: Account Access and Authentication
  • Section 35: Email and Online Accounts
  • Section 36: Devices and Phone Plans

Real Estate

  • Section 37: Primary Residence
  • Section 38: Additional Real Estate

Physical Assets

  • Section 39: Vehicles
  • Section 40: Firearms, Weapons, and Accessories
  • Section 41: Storage Units and Safe Deposit Boxes
  • Section 42: Collections, Valuables, and Sentimental Items
  • Section 43: Hidden Valuables and Other Personal Property

Financial Assets and Benefits

  • Section 44: Financial Accounts
  • Section 45: Employer and Contractual Benefits

Income, Expenses, and Debt

  • Section 46: Income
  • Section 47: Expenses and Recurring Payments
  • Section 48: Debts Owed to You
  • Section 49: Debts You Owe
  • Section 50: Net Income

Credit Cards

  • Section 51: Credit Cards

Business Interests

  • Section 52: Business Interests

Insurance (Non-Life or Medical)

  • Section 53: Non-Medical Insurance

Taxes

  • Section 54: Tax Returns
Digital Fillable Forms

6. Easy To Understand Section Introductions & Worksheets

Each CLEAR Kit section begins with a short, guided introduction that explains what the section is, why it matters while you are alive, and how the information will be used later. It also provides practical context to help an executor understand and use the information.

The worksheets then guide you to collect the right details, record them consistently, and track what is complete.

Most estate organization products describe what they include. We would rather show you.

Below is a real example from inside the CLEAR Kit.

Digital Fillable Forms

7. Digital Files & USB Drive

Every CLEAR Kit includes printed worksheets organized within the binders, so you can complete the system entirely by hand. A computer is not required.

Digital PDF versions of the worksheets are also provided on the included 32GB USB drive for those who prefer to type or maintain electronic copies. These files can be updated and reprinted as life changes.

The digital files also provide access to expansion worksheets at no additional cost.

Front and back images of the where is my CLEAR Kit cards..

8. "Where to Find My CLEAR Kit" Cards

An estate organization system is only helpful if people know it exists and can access it when it matters. That is why we include three fill-in notification cards designed to be shared with your executor and trusted loved ones.

These cards explain what the CLEAR Kit is, where it is stored, and who should be notified if something happens. They also create a simple, natural way to start conversations that are important but often difficult to begin.

9. Key Organizer System

The Key Organizer System helps you track important physical keys and how they are used. This small detail often becomes a major obstacle during emergencies. Clear labeling and documentation help prevent delays and frustration when access matters.

A thumbnail image of many information hubs.

10. Access to an Expanding Resource Library

Your CLEAR Kit connects to Buried in Work’s online library of Information Hubs, checklists, and planning guides. These resources continue to grow and evolve, so your system stays useful as laws, best practices, and life circumstances change.