What's In A CLEAR Kit

Every CLEAR Kit uses the same guided organization system. What arrives with yours depends on whether you choose Essentials, Expanded, or build your own.

What comes with every CLEAR Kit

Included with every CLEAR Kit

  • Personalized BindersA guided binder for each adult, personalized with their name and organized using the numbered sections selected for their kit.Included with every CLEAR Kit
  • Guided section tabsEach tab explains what belongs in the section, what to collect, why it matters, and how someone may eventually use the information.Included with every CLEAR Kit
  • Professionally printed worksheetsWorksheets printed, organized, punched, and placed behind the applicable tabs, so you can open the box and start writing.Included with every CLEAR Kit
  • CLEAR Kit Resources HubOnline access to your portal, with fillable and print optimized copies of every worksheet, replacement worksheet downloads, checklists, and more. Your access code is printed on the cover sheet.Included with every CLEAR Kit
  • Estate & End-of-Life Summary WorkbookEmailed immediately after ordering so you can begin organizing the most important high-level information before the physical kit arrives.Included with every CLEAR Kit
  • Getting Started bookletExplains where to begin, what matters first, and what can wait.Included with every CLEAR Kit
  • Three “Where to Find My CLEAR Kit” cardsCards you can give to the people who should know the kit exists and where to find it.Included with every CLEAR Kit
  • Limited access to Heirloom & TellOne free year of limited access to the private digital family hub for stories, photographs, belongings, and wishes that don’t belong behind a binder tab.Included with every CLEAR Kit

Storage and key options

  • Storage caseThe Large case is fire and water resistant, locks, and holds a full household kit, up to four CLEAR Kit binders, with file folders, zippered pouches, a carry handle, a reflective strip, and a luggage pass-through strap. The Compact case protects documents only and does not hold binders. Ready-to-use kits include the Large case; builders choose the Large case, the Compact case, or none.
  • Key Storage KitLabels and storage for spare keys, so nobody is left guessing what each key opens. Included with ready-to-use kits and available in the builder.

Optional additions

  • Kini SafeAlert Tamper SensorKnow the moment someone opens your CLEAR Kit. Set the sensor inside your case and it alerts your phone if the kit is opened or moved.Optional
  • Additional storageExtra Compact or Large cases for another location, household, or loose important documents.Optional
  • No Loose EndsThe award winning Buried in Work guide to estate planning and End-of-Life tasks, written by the attorney who designed the CLEAR Kit. A companion to the binder, not a replacement for it.Optional
  • Conversation card decksNothing Left Unsaid™ for the practical questions, and One More Story for the ones worth recording. Both help start the conversations the worksheets assume you have already had.Optional
  • Branded USB driveA blank Buried in Work USB drive if you would rather keep your own copies offline. Your worksheets already live in the online Resources Hub, so this is a convenience, not a requirement.Optional

Every CLEAR Kit is complete without the optional additions.

The 47 guided sections

The front of a real CLEAR Kit guided section tab The back of the same CLEAR Kit guided section tab
A real guided tab, front and back. Every numbered section opens with one, shown here at screen size with a preview mark. The tab in your binder is full size, unmarked, and printed on heavy stock.

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.

 EssentialsExpanded
Guided sectionsSections 1 through 22All 47 sections
Binders per adult12

Core Essentials

  1. Estate & End-of-Life Summary Report
  2. Important Contacts
  3. Identity & Citizenship
  4. Last Will & Testament
  5. Trusts
  6. Advance Directive, Medical POA & Living Will
  7. HIPAA Authorization
  8. Financial Power of Attorney
  9. Organ, Tissue & Body Donation
  10. Private Medical Insurance
  11. Medicare & Medicaid
  12. Life, Disability & Long-Term Care Insurance
  13. Social Security & Government Benefits
  14. Digital Legacy Plan
  15. Account Access & Authentication
  16. Email & Online Accounts
  17. Devices & Phone Plans
  18. Income
  19. Financial Accounts
  20. Credit Cards
  21. Expenses & Recurring Payments
  22. Final Resting Place Instructions
Choose Essentials

Expanded

Everything in Essentials + 25 more sections

  1. Family Information & History
  2. Marriage & Partnerships
  3. Children & Dependents
  4. Pets
  5. Faith, Spirituality, & Tradition
  6. Military Service & Benefits
  7. Memberships, Organizations, & Affiliations
  8. Medical Summary
  9. Medical Providers
  10. Career & Education
  11. Residence History
  12. Ethical Will, Good to Know, & Legacy Messages
  13. DNR, POLST & MOLST
  14. Residences & Real Property
  15. Vehicles, Boats & Recreational Property
  16. Belongings, Valuables & Heirlooms
  17. Firearms & Regulated Items
  18. Storage Units & Safe Deposit Boxes
  19. Privately Stored Property
  20. Employer & Contractual Benefits
  21. Debts Owed to You
  22. Debts You Owe
  23. Business Interests
  24. Non-Medical Insurance
  25. Tax Returns & Tax Information
Choose Expanded

See a real section, page by page

Every guided section opens the same way: what the section is, why it matters while you are alive, where to start, and what someone may eventually need from it. Then the worksheets you fill in.

Below is Section 14, Digital Legacy Plan, exactly as it arrives in the binder.

  • CLEAR Kit Section 14 Digital Legacy Plan preview, tab front — page 1 of 6

Page 1 of 6