Estate & End-of-Life Summary Report

Give the people you trust a clear place to start. The Estate & End-of-Life Summary Report gathers the high-level information your loved ones may need first: your legal documents and where they are, who can act for you, your accounts, insurance and advisors, and your final wishes.

• Quick to complete online, with a PDF to print
• Asks where things are, never for account numbers, passwords or your Social Security number

Going further later? If you buy a Buried in Work plan or CLEAR Kit within 90 days, the $49 you paid is credited once toward it. Everything you entered carries forward.