For American families
Bank accounts. Passwords. Wishes. Retirement accounts you forgot you had. One place, before it is needed.
Already know you want it? See the book
What this actually is
What you leave sits across three systems that do not talk to each other, and nobody is in charge of joining them up. That job lands on the people you love, in the worst week of their lives.
It names who inherits. It does not say where the accounts are, what the passwords are, or what you wanted. An executor can hold a perfectly valid will and still have no idea where to start.
A beneficiary designation can override your will, and an old 401(k) from an old job is among the most commonly lost things in an estate. Most people have never told anyone the account exists.
Banking, insurance, the mortgage, the utilities, the digital life. Every one held by a different company, every one with its own process, and not one of them will call your family first.
The plan inside it
Not a list of chapters. The actual sequence, from the first few hours through to closing the estate. The first stage of it is in the free Executor Toolkit, so you can read it before you buy anything.
STAGE 1
Secure · Notify · Record
Secure the home, the mail, the pets. Find the will, and find this book. The death certificate, then registering the death. Tell the employer about final pay, leave and retirement savings. Secure the valuables, and write down what they are.
STAGE 2
Notify · Claim · Protect
Apply for probate where it is needed. The banks, the retirement plans, Social Security, the insurers. Cancel or transfer the services. Claim the life insurance and the 401(k) or IRA death benefits. Identify the debts and keep the urgent bills paid.
STAGE 3
Settle · Account · Distribute
Letters Testamentary, then an estate bank account. Collect the assets, pay the debts in the order that applies. File the final tax return, deal with the property. Prepare the estate accounts and the distribution, then distribute and keep the records.
Rules and timeframes vary from state to state, and every estate is different. The Organizer points your executor to the right professional at each step rather than guessing on their behalf.
A look inside
Forty-seven sections, already laid out. You fill in what applies, ten quiet minutes at a time. The front page has never shown a single one of these.
Start here
The whole library, free with the printed book this September
$79 USD
Instant download
For you if you would rather type than write, and want to start in the next five minutes.
The complete fillable Organizer on your computer. Type straight into it, or print any section at home. Individual chapters included.
Get the Digital EditionDigital version only, no physical book
$139 USD
Free shipping in the United States
For you if a book in a drawer beats a file on a laptop, for you or for a parent.
The coil bound book, printed just for you and posted to your door. Fill it in with a pen at the kitchen table, no screens involved.
Get the Printed EditionThe printed book on its own
$149 USD
Free shipping, digital instantly
For you if you want to start tonight and still end up with the book on the shelf.
The printed book posted to you, plus the digital edition in your inbox tonight.
Free bonusThe Conversation Kit and the Executor’s CompanionValue $66Included until 30 September
Get Printed + DigitalOne order, everything, $149 USD
We print a copy just for them and post it to whichever address you choose, yours to wrap and hand over, or straight to their door. It arrives ready for a pen, no screens and no downloads.
Alongside the book
Each book is printed just for you: allow up to two weeks anywhere in the United States. The digital edition always arrives instantly.
The person behind it
I am not a lawyer or a financial planner. I watched two families try to sort out an estate and saw how hard it is when nothing is written down. So I built what I wished they had: one place, plain language, no jargon, done quietly before it is needed.
Not ready today?
A Day 1 to Month 12 roadmap, the common costly mistakes, notification letters and an expense tracker. Free and instant.
Send me the toolkitEducational content only. Not legal, financial or tax advice. Estate laws vary from state to state. Always consult a qualified professional.
What readers are saying
“It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.”
Merryl
“You've given me a way of putting those experiences into easy to navigate and understand instructions for my family. You've done the heavy lifting.”
GE, 71
“I have seen binders on the market, but none have the depth of content that you have.”
Jacqui, 58
“There is so much in it we had not thought about. It is invaluable.”
Julie
“A very comprehensive document. I particularly like the explanations as to why a particular action is important.”
Joe, 83
“I enjoy your writing. It is like talking to a really smart friend.”
Marlene, 73
“So thoughtfully written. You have really left no stone unturned.”
Christina, 45
“I really like the explanation at the beginning of each section, outlining what it is about and why. It sets the tone and purpose.”
Nicola, 55
“I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.”
Connie
Join them. Start yours today.
Get the bookInstant download. 30-day money-back guarantee on the digital edition.
Questions
The things people ask before they decide.
A will says who inherits. It does not tell anyone where your accounts are, what your passwords are, which retirement accounts exist, or what you wanted for your funeral. Your executor can be holding a perfectly valid will and still have no idea where to start. The Organizer sits beside the will and answers all of that.
Some of it is, and where a government service is the right answer we point you at it. What no government site does is put your accounts, your passwords, your policies, your wishes and your contacts into one document your family can pick up and follow. The information is scattered across a dozen agencies by design.
It matters more, not less. A large estate usually has an attorney and an accountant already involved. A modest one is where a forgotten retirement account or a missing password does real damage, and where there is no professional standing by to sort it out.
Yes. It’s about gathering your accounts, passwords, documents and wishes in one place, which matters everywhere. Where state-specific steps come up, it points you to the right professional rather than guessing for you.
It feels that way for about ten minutes. Then it feels like relief. The morbid version is the one where your family is guessing, ringing around, and opening drawers. Most readers tell us the odd thing is how calm they felt once it was done.
A first pass in an afternoon gets the important things down. After that it is ten quiet minutes here and there. Nobody fills it in from cover to cover in one sitting, and it is not meant to be done that way.
No. It is big because it covers a whole life, and you have had a lot of life. But not every section applies to everyone. If your children are grown, the dependants section is a page you skip. No property overseas, skip foreign assets. Each chapter has a “does not apply to me” tick, and the contents page keeps track. Some sections take a while, some take a minute, some you never open. What matters is that every section you could need is in there.
Yes. It’s a file you fill in on your own computer, or print and fill in by hand. Nothing is stored online or in anyone’s cloud, so there’s nothing to be breached. Where you keep it is entirely up to you.
No. One payment, once. No account to log into, no renewal, no annual fee. Updates to the document are yours to keep.
No, and that’s by design. The Estate Organizer is a place to record your information and wishes. It isn’t a Will, and it doesn’t replace your attorney or accountant. It simply makes sure that when your family needs those professionals, they can find everything fast. Rules vary from state to state, so confirm the specifics with your own advisors.
One last thing
One document. Done once, updated yearly. Quietly, it might be the kindest thing you ever leave behind.
Leave them the map