CLEAR Kit Box and Folders

Best In Class Estate Organization

Leave Your Heirs The Gift of Organization

When a loved one passes, the emotional toll is enough without the added stress of piecing together their digital accounts, untangling financial obligations, or searching for critical documents.

That’s why we created the CLEAR Kit—the Comprehensive Legacy and Estate Administration Resource Kit.

The CLEAR Kit is more than an estate planning tool; it’s a holistic system designed to organize your life and legacy.

Whether you’re planning ahead for peace of mind or preparing for life’s inevitable transitions, the CLEAR Kit brings clarity and simplicity to even the most complex situations.

If you have a household, you need the CLEAR Kit.

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Beyond Wills and Trusts

A Truly Comprehensive Estate Organization System

Estate organization is about more than just having a will or trust—it’s about positioning your executor and loved ones with the information they need, exactly when they need it. The CLEAR Kit ensures your wishes are carried out and your estate is positioned for a seamless transition and administration.

By providing clarity and structure, the CLEAR Kit:

  • Equips your loved ones with the tools to make informed decisions
  • Ensures your legacy and wishes are honored
  • Minimizes confusion, delays, and administrative hurdles
  • Brings peace of mind knowing your family is supported during a challenging time

With the CLEAR Kit, you’re not just planning for the inevitable—you’re creating a roadmap that makes life easier for those you care about most.

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Tailored to You

We Customize Every CLEAR Kit to Order

Unlike mass-produced estate organization products, every CLEAR Kit is thoughtfully made to order and personalized with your name.

We believe estate organization should be as unique as the life you’ve built—and as meaningful as the legacy you want to leave behind.

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Leave Your Heirs the gift of organization

Includes The Executor's Summary Report

The Executor’s Summary Report gives your executor and loved ones a clear starting point to manage your estate and end-of-life affairs with confidence. Created from your input through a simple online process, it organizes vital details into a personalized, easy-to-navigate document. (A $75 value, included.)

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CLEAR Kit Content Comparison

  • All CLEAR Kits

    Both the Deluxe and Lite versions of the CLEAR Kit are available in physical and digital formats to suit your needs. All CLEAR Kits include a FREE Executor's Summary Report.

  • Physical Versions

    Include pre-printed pages, high-quality binders, a USB drive, a fire and water resistant document storage notebook, and editable PDFs for added convenience. The Deluxe edition comes with three binders, while the Lite edition includes two.

  • Digital Versions

    Provides PDF-only access through files on a USB drive, delivering a convenient, clutter-free solution perfect for at-home printing.
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Which CLEAR Kit Is Right For You?

DELUXE EDITION

LITE EDITION

Executor's Summary Report

Yes

Yes

Adult Profile (General Informaiton)

Yes

Yes

Citizenship, Passports & Identification

Yes

Yes

Family Genealogy

Yes

Simplified

Marriages & Civil Partnerships

Yes

Yes

Career & Education

Yes

Simplified

Primary Residence History

Yes

Yes

Military Service

Yes

Yes

Clubs & Organizations

No

No

Child Profiles

Yes

Simplified

Grandchild Profiles

Yes

No

Non-Minor Dependents

Yes

No

Pet Profiles

Yes

No

Password Manager & Two Factor Authentication

Yes

Yes

Email Accounts

Yes

Yes

Online Accounts

Yes

Yes

Phones, Computers, & Devices

Yes

Yes

Primary Residence

Yes

Yes

Other Real Property

Yes

No

Bank Accounts

Yes

Yes

Recurring Bank Deposits

Yes

Yes

Investment, Retirement Accounts & Benefits

Yes

Yes

Debts & Loans Owed to You

Yes

Yes

Vehicles

Yes

Yes

Firearms, Weapons, & Accessories

Yes

Yes

Storage & Safe Deposit Boxes

Yes

Yes

Employment Income

Yes

Yes

Hidden Valuables & Other Personal Property

Yes

No

Rental Income

Yes

Yes

Investment Income

Yes

Yes

Other Sources of Income

Yes

Yes

Personal Debts & Loans (That You Owe)

Yes

Yes

Expenses & Recurring Payments

Yes

Yes

Credit Cards

Yes

Yes

Business Interest Profiles

Yes

No

Non-Medical Insurance Profiles

Yes

Yes

Tax Returns

Yes

Yes

Key Contacts Log

Yes

Yes

Personal Documents Log

Yes

Yes

Medical Providers

Yes

No

Medical History

Yes

No

Life & Health Insurance

Yes

Yes

Religion & Spirituality

Yes

Yes

Final Resting Place Instructions

Yes

Yes

End-of-Life Directives

Yes

Yes

Organ, Tissue, & Body Donation

Yes

Yes

Last Will & Testament

Yes

Yes

Ethical Will

Yes

Yes

Digital Legacy

Yes

Yes

Trusts

Yes

Yes

Customer Reviews

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