Estate & End-of-Life Summary Workbook

Settling an estate can take hundreds of hours. Too often, loved ones spend much of that time searching for basic information: who to call, what accounts exist, where documents are kept, which insurance policies are in place, and what the person wanted.

The Estate & End-of-Life Summary Workbook helps prevent that scavenger hunt.

In about an hour, you can gather the most important high-level information your executor, family, or trusted contact may need first. It gives them a clear starting point, so they are not left guessing during an already difficult time.

The workbook helps you gather the information your loved ones would otherwise have to search for, including where to find estate documents, financial accounts, insurance policies, digital access instructions, professional advisors, final wishes, and urgent household details.

How It Fits With The CLEAR Kit

The Estate & End-of-Life Summary Workbook can be purchased on its own or as part of every CLEAR Kit.

The workbook is the starting point. It helps you gather the most important high-level information your loved ones may need first, including key contacts, financial institutions, insurance providers, digital account categories, final wishes, and other essential details.

The CLEAR Kit is our more comprehensive estate organization system. It helps you go deeper by organizing documents, instructions, access information, household details, medical information, legal planning, final affairs, and more.

If your loved ones had nothing else, the workbook would still give them meaningful direction. If you want a fuller system for organizing the details behind that direction, the CLEAR Kit is the next step.

What You’ll Get

• A downloadable 25-page Word workbook, delivered digitally after purchase
• An editable file you can complete on your computer or print and fill out by hand
• A practical way to gather the most important estate and end-of-life information in about an hour
• Prompts for estate documents, financial institutions, insurance providers, professional advisors, digital accounts, final wishes, and urgent household details
• A privacy-conscious format that gives direction without listing sensitive account numbers, passwords, or Social Security numbers
• A clear first roadmap for your executor, family, or trusted contact
  

Benefits

• Gives your loved ones a place to start: Helps your executor, family, or trusted contact quickly understand what exists, who to contact, and what to do first.
• Reduces the scavenger hunt: Keeps key information from being scattered across files, emails, drawers, statements, and old messages.
• Helps prevent missed details: Prompts you to capture important accounts, contacts, policies, wishes, and professional relationships your loved ones may need to know about.
• Lightens the burden during a hard time: Gives your family direction when they may be grieving, stressed, or trying to make decisions quickly.
• Protects your privacy: Provides useful guidance without requiring account numbers, passwords, or Social Security numbers.
• Makes getting organized practical: Gives you a practical first step you can complete in about an hour, even if your full estate organization is still unfinished.