What Is CLEAR Kit Essentials?
CLEAR Kit Essentials is the focused version of the CLEAR Kit.
It includes Binder 1 and Sections 1 through 22, covering the documents, accounts, instructions, contacts, and wishes that may be needed most quickly during an emergency, incapacity, or after a death.
It gives your family a reliable place to begin without requiring you to organize every detail of your life at once.
Look inside
Every Section, Before You Buy
Pick any of the 22 sections to see the guided tab that opens 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.
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
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.
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.
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.
Essentials or Expanded?
Choose Essentials when you want:
- The most important information organized first
- A focused and manageable place to begin
- One binder per adult
- The ability to add the remaining binders later
Choose Expanded when you want:
- The complete 47-section physical system
- Two binders per adult
- Additional personal, medical, family, property, business, debt, tax, and household organization from the start
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.
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
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.
Prefer to configure it yourself?
Essentials and Expanded are fixed bundles, chosen because they suit most households. If neither fits yours, Build Your Own CLEAR Kit is the same system sold part by part, so you pay only for what you pick.
What you choose
- One adult or two
- Essentials coverage (22 sections) or Expanded (all 47)
- Whether to personalize each binder with a name
- A storage case, a smaller case, or none at all
- Extras such as the USB drive and key organizer
How it works
Six short questions. The running total updates as you choose, so you always see the price of the exact kit you are building before anything goes in your cart. It takes about two minutes.
Everything ships together, personalized and assembled the same way a preconfigured kit is.
Build your own CLEAR Kit starting at $140.
Most people ordering for one or two adults find Essentials above is the simpler choice, and it is the most popular configuration we sell.
Know If Anyone Opens Your Kit
Your CLEAR Kit brings the documents your family would need most into one place, which is exactly why it is worth knowing if it moves. The Kini SafeAlert sits inside the binder or the storage case and alerts you within about five seconds if the kit is opened, lifted, or carried off.
What you get
- A text, an email, and a push notification wherever you are
- A record of every time the kit was accessed, so nothing is a guess
- The same alerts sent to a spouse, an adult child, or anyone else who should know
- Up to 18 months of use per charge, with no hub and no wiring
What it never does
- No camera and no microphone, so nothing in your home is recorded
- No GPS and no location tracking
- No monthly fee and no monitoring contract
- No alerts from people simply walking past, only from the kit itself moving
Sets up in minutes on your own Wi-Fi. Requires a 2.4GHz network.