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.

See What’s Included
A complete CLEAR Kit laid out on a table: binders, guided tabs, printed worksheets, and the storage case

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 more 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?

Start with Essentials or Expanded, or build your own from the pieces your family needs.

A CLEAR Kit Essentials binder on a table

CLEAR Kit Essentials

Cover what matters most.

The core documents, contacts, wishes and accounts your family may need if they ever step in.

$199 one adult · $339 two adults

Choose Essentials
The CLEAR Kit Expanded binders and storage case Most Popular

CLEAR Kit Expanded

Organize the bigger picture.

Everything in Essentials, plus the personal, medical, property and financial detail that saves guesswork.

$299 one adult · $449 two adults

Choose Expanded
Two people at a table choosing the pieces of their CLEAR Kit

Build Your Own CLEAR Kit

Choose exactly what goes in it.

Build the CLEAR Kit that fits your household: adults, storage case and any add-ons.

From $140 without a storage case

Build Your CLEAR Kit