Not sure where to begin? We’ve got you covered.

Whether you're easing into estate planning, looking to leave your loved ones with a clear roadmap, or ready to organize everything from top to bottom, the tools below are designed to meet you where you are.

If you're just getting started or have a relatively simple estate, the Estate Essentials Bundle and Executor’s Summary Report are great options. If you’re looking for a comprehensive, all-in-one system, the CLEAR Kit is your best choice.

Start Simple, Start Free

1. Estate Essentials Bundle

This free bundle is a great place to begin. It includes an ultra-straightforward estate organization worksheet and the Ask Three Questions framework to help you start organizing without getting overwhelmed.

  • Ideal for early-stage planning
  • Includes printable PDFs
  • No payment required
Get Started

Fast Answers for Big Responsibilities

2. Executor’s Summary Report

This 20-page report is designed for people who want to leave loved ones with enough information to get started. It gives a high-level overview of what matters most, like where you bank or who your advisors are, without including account numbers or sensitive details. Fill out the form online and get a customized report you can print or share via email.

  • Ideal for leaving behind helpful context
  • Covers the “who, what, and where” of your estate
  • Included with every CLEAR Kit or available on its own
  • Fill it out online and receive a personalized report via e-mail
Get Your Report

The Gold Standard for Estate Organization

3. The CLEAR Kit

Our most comprehensive system. If you're ready to get everything in one place, from legal documents and finances to pet care and passwords, this is the organization system for you.

✅ Complete, detailed, and flexible

✅ Trusted by families and professionals

✅ Available in digital, physical, or concierge formats

Choose Your CLEAR Kit