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
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.
| Essentials | Expanded | |
|---|---|---|
| Guided sections | Sections 1 through 22 | All 47 sections |
| Binders per adult | 1 | 2 |
Core Essentials
- Estate & End-of-Life Summary Report
- Important Contacts
- Identity & Citizenship
- Last Will & Testament
- Trusts
- Advance Directive, Medical POA & Living Will
- HIPAA Authorization
- Financial Power of Attorney
- Organ, Tissue & Body Donation
- Private Medical Insurance
- Medicare & Medicaid
- Life, Disability & Long-Term Care Insurance
- Social Security & Government Benefits
- Digital Legacy Plan
- Account Access & Authentication
- Email & Online Accounts
- Devices & Phone Plans
- Income
- Financial Accounts
- Credit Cards
- Expenses & Recurring Payments
- Final Resting Place Instructions
Expanded
Everything in Essentials + 25 more sections
- Family Information & History
- Marriage & Partnerships
- Children & Dependents
- Pets
- Faith, Spirituality, & Tradition
- Military Service & Benefits
- Memberships, Organizations, & Affiliations
- Medical Summary
- Medical Providers
- Career & Education
- Residence History
- Ethical Will, Good to Know, & Legacy Messages
- DNR, POLST & MOLST
- Residences & Real Property
- Vehicles, Boats & Recreational Property
- Belongings, Valuables & Heirlooms
- Firearms & Regulated Items
- Storage Units & Safe Deposit Boxes
- Privately Stored Property
- Employer & Contractual Benefits
- Debts Owed to You
- Debts You Owe
- Business Interests
- Non-Medical Insurance
- Tax Returns & Tax Information
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.
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