Customized for your household
What your loved ones will need first, with guidance on what to do with it.
A second adult is $150, not $199. Both adults get their own complete materials; the binders share one case, so the second person costs $49 less than the first.
Printed on the cover sheet. Leave blank and we’ll ask by email.
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Which one is right for me?
Essentials covers sections 1–22: what your family is most likely to need first. Expanded adds the remaining 25 sections and a second binder for $100 more, and is the one most people choose.
Starting with Essentials is not a dead end: you can add the Expanded binder later.
Neither bundle quite fits? Build your own kit →
Buying this for someone else? Here is how giving one works →
Updates with the options you select.
Each adult receives their own personalized Binder 1 and complete set of worksheets. Both binders are stored together in one shared storage case.
CLEAR Kit Essentials is a guided estate and end-of-life organization system that helps you gather important documents, record essential details, identify what may be missing, and leave clear direction for someone who may eventually need to step in.
It is more than a binder. It shows you what to collect, where it belongs, why it matters, and how your family or representative may use it.
Look inside
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
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.
Two things you only notice later
Every other section says not to write access codes there. Section 15 is the one that may, and its pages are designed to be removed and kept somewhere else. The kit’s own words:
“Keep it only in this section. For added privacy, you may remove these pages from the binder and store them in a sealed envelope or another secure location.”
The kit recommends a password manager first, and uses the worksheets to tell someone where to find it.
Accounts, policies, properties and people each get their own two-page record sheet. Open a new account in ten years and you print another. The line at the top of every one:
“Use one of these sheets for each account. Print more sheets whenever you need them from your CLEAR Kit Worksheet Library.”
The Worksheet Library is part of the online Resource Center that comes with every kit.
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.
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.
Every numbered section contains:
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.
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.
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.
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.
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.
4.8 out of 5 · 7 reviews
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!
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.
