The CLEAR Kit is especially helpful if any of the following are true:

• You're married or partnered and want shared information in one clear place
  
• You have adult children who may need to step in someday
  
• You own property, financial accounts, or digital assets
  
• You're named as someone’s executor or expect to serve in that role
  
• You want to make things easier for the people who would help if something happened
  

If you see yourself in even one of these situations, the CLEAR Kit is designed to bring clarity, reduce confusion, and make information usable when it matters most.

Choose the one adult version if you are organizing information for yourself only. This version includes everything you need to build your personal system.

Choose the two adult version if you share finances, a household, or long term planning with a partner or spouse. It provides space and worksheets for each person, along with shared sections for property, accounts, and final wishes. The structure helps both adults stay aligned and keeps everything in one place for the people who may need it later.

The CLEAR Kit is available in two formats. Both include access to all worksheets and resources.

1. Printed + Digital

This option includes the complete physical CLEAR Kit shipped to you. You receive the three binders, labeled tabs, printed worksheets, a key storage system, and the fire-and-water resistant critical document notebook, as well as a USB drive with access to print optimized and interactive PDFs. This is the best choice if you want a ready to use system that is easy to follow, easy to maintain, and easy for loved ones to step into when needed.

2. Self Printed + Digital

You receive everything included in the CLEAR Kit except the printed worksheets. The binders, tabs, key storage system, critical document notebook, and full digital access are all included. You complete the worksheets digitally or print them yourself.

The worksheets alone total more than 300 pages when printed double sided, which is why most families choose Printed + Digital. The right choice comes down to whether you want everything printed for you or prefer to print and complete the worksheets on your own.

Good To Know

Most families choose Printed + Digital because the physical organization is a core part of what makes the CLEAR Kit effective. The right choice comes down to whether you want a fully assembled system or prefer to build it yourself.

We no longer offer a digital only version of the CLEAR Kit.

Every CLEAR Kit includes digital access to all worksheets and files, but the system itself is designed to be physical. The binders, labeled tabs, printed worksheets, and protected document storage are core to how the CLEAR Kit works.

When we previously offered a digital only option, many customers later came back asking to purchase the binders and tabs after realizing how much easier it was to organize information and store critical documents in a ready to use format.

You can still complete worksheets on a computer or print additional copies at home. Just keep in mind that the full system includes more than 300 pages of worksheets when printed double sided, which is why most families choose the CLEAR Kit printed + digital access.

We previously offered two versions of the CLEAR Kit, but with Version 4 we made a deliberate change.

We streamlined the CLEAR Kit into one clear, complete system that is easier to follow and easier to use. Not everyone will fill out every section, and that's completely fine. What mattered to us was making sure everyone has access to everything they might need, without having to guess what's missing later.

For those who want a high-level overview rather than detailed worksheets, we recommend the Executor’s Summary Report as an alternative. (It's also included with every CLEAR Kit!)

Both versions use the same CLEAR system and integrate with Buried In Work's online resources. Version 3 is the current, fully supported kit that families and professionals use today.

Version 4 is a refreshed edition that will release in February 2026. It is available for pre-order today, and features an updated layout, improved worksheet flow, and design changes that align with our upcoming book, No Loose Ends: The Smart and Slightly Morbid Guide to Estate Planning and End of Life Tasks. The core content remains the same, so Version 3 remains fully accurate and complete. Version 4 simply offers the next generation of the same system with refinements based on user feedback.

Buried in Work's concierge service offers up to 20 hours of personal 1:1 guidance to ensure every aspect of your personal, financial, and end-of-life information is meticulously organized, giving you the ultimate peace of mind for the future. Contact us to discuss whether the concierge service is the right fit for you.