Customized for your household
Your documents, your wishes, and what your family should do next, in one guided system.
A second adult is $150, not $299. Both adults get their own complete materials; the binders share one case, so the second person costs $149 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?
Expanded is the complete system: all 47 sections in two binders. Essentials covers sections 1–22 for $100 less if you would rather start with what your family would need first.
Neither bundle quite fits? Build your own kit →
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Updates with the number of adults selected.
Each adult receives their own complete two-binder set and their own worksheets.
CLEAR Kit Expanded helps you gather important documents, record information that may otherwise live only in your head, identify gaps, and leave clear direction for the people who may eventually need to step in.
Each adult receives a complete two-binder system covering 47 areas of their legal, medical, digital, personal, family, property, financial, business, and household life.
Look inside
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
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.
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 Expanded is the complete physical CLEAR Kit system.
It includes everything in CLEAR Kit Essentials, plus two additional binders that help organize the personal, medical, family, property, financial, business, tax, and household details that are frequently scattered across accounts, files, devices, and conversations.
It creates a clearly labeled place for information another person may need, even when they do not know what exists or where you normally keep it.
The binders are organized by priority, so someone does not have to search through all 47 sections to find what may matter first.
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.
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.
Every section contains:
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.
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.
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.
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.
