Leave your heirs the gift of organization
CLEAR Kit
CLEAR Kit
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Add a second adult for +$140? Each adult gets their own binders; they share one case.
Would you like to personalize your CLEAR Kit cover sheet with your name?
$15 FREE
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Your CLEAR Kit is in your cart.
Here are a few things families often add. Pick anything you’d like us to pack with it.
Two people? Each adult gets their own binder and cover sheet. and we’ll print a name on each.
A second adult is $140, not $199. Both adults get their own complete materials; the binders share one case, so the second person costs $59 less than the first.
CLEAR Kit personalization
Printed on the cover sheet.
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Complete your kit
Added with your kit when you click Add to cart.
Your CLEAR Kit Includes
Updates with the number of adults selected.
- One personalized premium zip-around binder
- Binder 1: Core Essentials
- 22 guided sections with printed worksheets
- Fire and water resistant storage case
- Online CLEAR Kit Resource Center access
- Estate & End-of-Life Summary Workbook
- Getting Started booklet
- Key Storage System
- Three “Where to Find My CLEAR Kit” cards
- Connected Buried in Work guidance
- Complimentary limited access to Heirloom & Tell
- Two personalized premium zip-around binders, one per adult
- Binder 1: Core Essentials for each adult
- 22 guided sections with printed worksheets for each adult
- One shared fire and water resistant storage case
- Online CLEAR Kit Resource Center access
- Estate & End-of-Life Summary Workbook
- Getting Started booklet
- Key Storage System
- Three “Where to Find My CLEAR Kit” cards
- Connected Buried in Work guidance
- Complimentary limited access to Heirloom & Tell
Each adult receives their own personalized Binder 1 and complete set of worksheets. Both binders are stored together in one shared storage case.
- Two personalized premium zip-around binders
- 47 guided sections with printed worksheets
- One fire and water resistant storage case
- Online CLEAR Kit Resource Center access
- Estate & End-of-Life Summary Workbook
- Getting Started booklet
- Key Storage System
- Three “Where to Find My CLEAR Kit” cards
- Connected Buried in Work guidance
- Complimentary limited access to Heirloom & Tell
- Four personalized premium zip-around binders, two per adult
- A complete set of 47 guided sections with printed worksheets for each adult
- One fire and water resistant storage case
- Online CLEAR Kit Resource Center access
- Estate & End-of-Life Summary Workbook
- Getting Started booklet
- Key Storage System
- Three “Where to Find My CLEAR Kit” cards
- Connected Buried in Work guidance
- Complimentary limited access to Heirloom & Tell
Each adult receives their own complete two-binder set and their own worksheets.
The thinking behind the CLEAR Kit
The CLEAR Kit wasn’t organized alphabetically. It was organized around what happens next.
The CLEAR Kit’s structure is based on the framework behind No Loose Ends, winner of the 2026 NYC Big Book Award and a 2026 Living Now Gold Medal, with a foreword by the President of the National Funeral Directors Association.
That framework is designed around what someone may need first during an emergency, incapacity or death, not simply how paperwork is traditionally filed.
CLEAR Kits have shipped to customers in all 50 states.
Why this matters
Estate information is not always needed in neat category order. During an emergency, incapacity or death, some information tends to matter sooner than the rest. The CLEAR Kit’s numbered sections are designed around that reality.
Look inside
Forms and worksheets designed to make complicated subjects simple to understand.
Pick any of the 22 sections to see the guided tab that opens it and the worksheet behind it. The front tells you what belongs there and why it matters; the back tells you when your family will need it, and links to the related guidance online.
2Important Contacts
Behind every tab
- Structured worksheets for recording the details
- Prompts that help reveal what is missing
- Context for the family member or executor who opens it
- Links to the related Buried in Work guidance
These are the 22 sections in the Core Essentials binder. Sections 23 to 47 are added by CLEAR Kit Expanded. Tab images are shown at preview quality; the tabs in your kit are printed and unmarked.
Look inside
Forms and worksheets designed to make complicated subjects simple to understand.
Pick any of the 47 sections to see the guided tab that opens it and the worksheet behind it. The front tells you what belongs there and why it matters; the back tells you when your family will need it, and links to the related guidance online.
2Important Contacts
Behind every tab
- Structured worksheets for recording the details
- Prompts that help reveal what is missing
- Context for the family member or executor who opens it
- Links to the related Buried in Work guidance
Sections 1 to 22 live in the Core Essentials binder, 23 to 47 in the Expanded binder. Tab images are shown at preview quality; the tabs in your kit are printed and unmarked.
You Get More Than Your CLEAR Kit
Your CLEAR Kit connects to a lot more.
The physical CLEAR Kit works on its own. But every kit also connects you to tools and resources that can help you get started, keep your information current, answer questions, and organize the things that do not belong on a worksheet.
Use and maintain it
CLEAR Kit Resource Center
Everything you need to use and maintain your CLEAR Kit.
Start here when your CLEAR Kit arrives. Access fillable versions of every worksheet, print replacement pages or additional records when you need them, and return for updated CLEAR Kit materials over time.
The access code inside the binder also gives the person who eventually finds your CLEAR Kit a clear online place to begin.
Understand and act on it
Buried in Work
Practical help when the worksheet is not the whole answer.
The CLEAR Kit helps you organize the information. Buried in Work helps you understand what to do with it.
More than 170 Information Hubs, plus checklists, directories, guides and practical tools covering estate planning, caregiving, end-of-life tasks, estate administration, and the questions that come up along the way.
Go beyond the binder
Heirloom & Tell
A place for the family information that does not fit neatly in a binder.
Organize belongings, wishes, family information, photographs, stories, responsibilities and other context in a private digital space designed to complement the CLEAR Kit.
Binder 1: Core Essentials
Here is every section in the Essentials kit, in the order it appears in your binder. Read what belongs in any of them before you order.
- 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
Is CLEAR Kit Essentials or Expanded Right For You?
CLEAR Kit Expanded includes everything in CLEAR Kit Essentials, plus one additional binder that helps organize the personal, medical, family, property, financial, business, tax, and household details that are frequently scattered across accounts, files, devices, and conversations.
Binder 1: Core Essentials
Sections 1 through 22
The legal documents, contacts, medical wishes, digital access information, financial accounts, recurring expenses, and immediate instructions your family or representative may need first.
Binder 2: Expanded
Sections 23 through 47
Family information, dependents, pets, medical details, providers, personal history, legacy messages, real estate, vehicles, belongings, insurance, debts, business interests, employer benefits, and tax information.
A System Someone Else Can Actually Use
Every numbered section contains:
- A plain-language explanation
- Guidance on what to gather
- Worksheets for recording important details
- Context explaining why the information matters
- Instructions for how another person may use it
- Connections to related Buried in Work resources
The result is not simply a collection of documents. It is an organized roadmap for the person who may need to find, understand, and act on your information.
More Than Document Storage
Every section contains:
- A plain-language introduction
- Guidance on what documents and information to gather
- Prompts that help reveal missing information
- Structured worksheets
- Context for your family, executor, or representative
- Connections to related Buried in Work resources
This means another person is not simply handed a box of papers. They receive an organized system that helps them understand what exists, where to find it, and what may require attention.
Start Before Your Kit Arrives
After ordering, you will receive the Estate & End-of-Life Summary Workbook by email.
It helps you create a high-level summary of the information your loved ones may need first, so you can begin immediately while your personalized CLEAR Kit is being prepared.
The first two of its sixteen pages. The same document is section 1 of the binder, so what you fill in tonight is what your family reads first.
Start With the Information That Matters Most
Your order includes the Estate & End-of-Life Summary Workbook by email, so you can start before the kit ships.
In about an hour, you can create a high-level starting point for your family, executor, or trusted contact while you continue completing the full CLEAR Kit over time.
The first two of its sixteen pages. The same document is section 1 of the binder, so what you fill in tonight is what your family reads first.
Printed, Assembled, and Ready on Arrival
Professionally printed
Every CLEAR Kit arrives assembled with binders, guided section tabs, printed worksheets, a storage case, cards, and a key organizer. Open the box and start writing.
The Resource Center
Every kit includes online access to print optimized and fillable PDF copies of every worksheet. Print replacement pages whenever you need them, or fill them in on a computer. Your access code is printed on the cover sheet inside your binder.
Each adult receives their own materials. Two-Adult Essentials includes two Binder 1s in one case. Two-Adult Expanded includes two complete two-binder sets in one case.
Every kit includes complimentary limited access to Heirloom & Tell for online resources.
You Do Not Have to Complete It All at Once
Begin with the Estate & End-of-Life Summary Workbook. Then work through the sections that matter most to your household.
You can complete the worksheets by hand, type into the included PDF files, or use a combination of both. As life changes, update individual pages without rebuilding the entire system.
Progress matters more than finishing everything in one weekend.
Designed To Be Completed Over Time
You do not need to organize your entire life in one weekend.
Start with the summary. Then complete the sections most relevant to your household. You can fill out the printed worksheets by hand, type into the included PDF files, and reprint individual pages whenever information changes.
The numbered system remains consistent, making the CLEAR Kit easier to update and easier for someone else to navigate.
Product Details
- One premium faux leather zip-around binder per adult
- Sections 1 through 22
- Printed and digital worksheet options
- Personalized for each adult
- Fire and water resistant storage case included with printed kits
- Storage case dimensions: 15" × 12" × 8"
- No subscription required
- Upgrade to CLEAR Kit Expanded later without starting over
Product Details
- Two premium faux leather zip-around binders per adult
- Sections 1 through 47
- Professionally printed worksheets
- Personalized for each adult
- Digital worksheet files included
- Fire and water resistant storage case included
- One storage case, shared by both adults on Two-Adult Expanded
- Storage case dimensions: 15" × 12" × 8"
- No subscription required
What CLEAR Kit owners say
Collected against the CLEAR Kit rather than against a single version.
We’re blown away by your product - both practical and necessary!!
This is exactly what we needed to get organized.
If I could shout the benefits of this from some rooftop, I would.
I can finally get rid of my yellow notepad.
This is wonderful. You've really thought of everything.
You really did think of everything.
Very impressive estate planning books!
Start Before It Even Ships
Your Estate & End-of-Life Summary Workbook arrives by email the day you order, so you can begin while your kit is being printed and assembled.
Choose your CLEAR Kit- Ships in under a week Most kits are personalized, assembled and on their way within a week.
- Made for your household Each adult gets their own complete set, with their name on the cover.
- Have a question? Email us or use the chat.
- Choosing a selection results in a full page refresh.
- Opens in a new window.