For American families
A complete, fill-in-the-blanks workbook for your accounts, passwords, wishes and final instructions, so the people you love aren’t left guessing during the hardest week of their lives.
The plan
The Organizer carries the whole path your executor walks, in the order they meet it. Every step below is already written out in the book, and the first stage is in the free Executor Toolkit.
STAGE 1
Secure · Notify · Record
Without a planThe will found too late, the certificates ordered one at a time, valuables unrecorded.
STAGE 2
Notify · Claim · Protect
Without a planThe death re-explained on call after call, an old retirement account never claimed, an account frozen while the bills keep arriving.
STAGE 3
Settle · Account · Distribute
Without a planEstate distributed too early and a creditor turns up, personal money mixed with estate money, records nobody can reconstruct.
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.
The gap
No bank, no plan administrator and no government agency is in charge of joining them up. That job lands on the people you love, in the middle of their grief.
It names who inherits. It does not tell anyone where the accounts are, what the passwords are, or what you wanted. Your executor can hold a valid will and still have no idea where to start.
In the Organizer: where the will is kept, who the executor is, and the message written to them.
A beneficiary designation can override your will, and old accounts from old jobs are among the most commonly lost assets in an estate. Most people have never told anyone the account even exists.
In the Organizer: every plan, every policy and the beneficiary details, in one list.
Accounts, insurance, the mortgage, the utilities, the digital life. Each one is held by a different company, each with its own process, and none of them will call your family first.
In the Organizer: every account, every login, how the home is held, and who to contact for each.
The math is simple
$1,500 to $3,000+
Typical range. Estimate only.
Worth it for the legal documents. But an attorney won’t write down where your accounts and passwords live, or what you actually want. That part is on you.
$149 USD
Printed and digital, one time. Or $79 for the digital edition on its own.
The place to put everything your attorney’s documents don’t capture, so your executor isn’t left playing detective. Start tonight, finish over a few weeks.
The Estate Organizer is a record-keeping tool. It is not a Will and it is not legal or financial advice. It sits alongside the documents your attorney prepares. A full estate planning package from an attorney is commonly quoted around $1,500 to $3,000+. Estimate for illustration only. Fees vary by state, by firm and by how complex your affairs are, so ask your own attorney for a quote.
What’s inside
Forty-seven sections. Each one exists because of something that goes wrong when it isn’t written down.
Banking, retirement accounts, pensions, insurance, investments, property, debts, gathered so nothing sits unclaimed.
Without it: an old retirement account nobody knew about, never claimed.
Email, phone, computer, online banking, cloud storage, social media, the logins your family would otherwise be locked out of forever.
Without it: subscriptions still billing, photos locked away for good.
Funeral preferences, organ donation, pets, personal items, messages to loved ones, decisions they shouldn’t have to make while grieving.
Without it: the funeral argued over, because nobody was sure.
No legal terminology, no assumed knowledge. Written for real people who want to protect their families, not attorneys drafting contracts.
Without it: a document nobody finishes, which helps nobody.
Designed around 401(k)s, Social Security and how American estates actually work, not adapted from a foreign template.
Without it: instructions written for a country you don’t live in.
It’s a document you fill in on your own computer or print at home. Nothing lives in the cloud for anyone to breach. You’re in control.
Without it: your whole financial life sitting on someone else’s server.
Already in the book, never mentioned until now
Part IX of the Organizer is a working kit for whoever has to do the admin. It is finished, printed and sitting in every copy sold.
Eight written letters with the blanks left for names and dates: the bank, the retirement savings plan, Social Security, the employer, the insurance company, the utility provider and the county or city property tax office, plus a general letter for everyone else. Each one asks that organization for the right thing, in the right words.
Without it: the same letter written out from scratch, eight different ways, while grieving.
A list of every organization that needs notifying, from banks and retirement plan administrators through to Social Security, Medicare, the Department of Veterans Affairs, the county election office and a USPS mail redirect, with space to log the date sent, whether they replied, and what still needs chasing.
Without it: two people calling the same bank, and nobody calling the plan administrator.
Date, description, who was paid, how much, which account it came from and whether there is a receipt. The record that protects an executor from being asked, a year later, where the money went.
Without it: personal money mixed with estate money, and no way to prove it.
The pitfalls executors actually fall into, each with what the mistake looks like and how to avoid it. Distributing assets too soon. Paying debts in the wrong order. Mixing personal and estate funds. Going quiet on the beneficiaries.
Without it: learning each one the expensive way.
A look inside
Forty-seven sections, already laid out. You fill in what applies, ten quiet minutes at a time.
The day it matters
From our readers
“I am definitely going to move over to yours.”
Louise, 65
“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
“It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.”
Merryl
“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
“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
“Practical, with very helpful tips at the beginning of each section. A comprehensive guide to a sensitive but important life issue.”
Pam, 79
“I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.”
Connie
One organizer, your choice of format
Same book, same sections. Pick the format that suits how you like to work.
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, so you print only what applies.
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 copy 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. Start straight away, write it up properly when the book arrives.
Free bonusThe Conversation Kit and the Executor’s CompanionValue $66Included until 30 September
Get Printed + DigitalOne order, everything, $149 USD
Each book is printed just for you: allow up to two weeks anywhere in the United States. The digital edition always arrives instantly.
A gift that says you care
If you’ve been wanting to help a mom or dad get their affairs in order, but every attempt at the conversation goes nowhere, this is a gentler way in. You’re not asking them to think about the end. You’re handing them something practical they can start filling in that same afternoon.
We print a copy just for them and post it to whichever address you choose. Have it sent to you to wrap and hand over, or straight to their door. It arrives ready for a pen, no screens and no downloads. Better still, sit down together and fill in the first pages. What you’re really giving is a family that isn’t left guessing.
Gift the printed book, $139Printed to order · free shipping in the United States
Make it a set
The book covers the paperwork. The Estate Conversation Kit covers the talks, seven short guided conversations for the things families put off, like where the Will is and who does what.
Give them together and you hand over more than a book. You open the conversation. Tick the Conversation Kit box at checkout to add it for $19.
30 day guarantee
The digital edition carries a 30 day money back guarantee. Work through it, and if it isn’t right for you, email us within 30 days for a full refund. No questions asked.
Printed books are printed to order, just for you, so change-of-mind refunds don’t apply to them. If your book arrives damaged, misprinted or faulty in any way, we replace it free of charge. The only risk is leaving your family to guess.
Questions
A will says who inherits. It doesn’t 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 is the document that sits beside the will and answers all of that. The two do different jobs.
Some of it is, and where a government service is the right answer the book points you at it. What no government site does is put your accounts, your passwords, your plans, 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 comes with an attorney and an accountant already involved. A modest one is the one where a forgotten retirement account, a joint account or a missing password does real damage, and where there is no professional standing by to sort it out.
Most people say the opposite once they start. It stops being about dying somewhere around the second page and becomes about tidying up: the accounts you forgot, the subscription still billing, the plan from a job two decades ago. Readers describe finishing it as a relief. It is a practical afternoon, not a sad one.
No. One payment, once. No account to log into, no renewal, no annual fee. Updates to the document are yours to keep.
Most people work through it over a few weeks, not a weekend, one section at a time, when you've got the energy. There's no rush, and you can save and come back any time.
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, 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.
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.
Three files, delivered instantly: the digital fillable PDF, a printable edition, and the individual chapters so you can print just what you need. Updates are yours to keep.
Each printed copy is made just for you. Allow up to two weeks anywhere in the United States. If you choose Printed + Digital, the digital edition lands in your inbox straight away, so you can start the same day.
The Printed + Digital option includes both, and that is the one most people choose. The Printed Edition on its own is just the book.
We replace it free. Just reply to your order email with a photo and a new copy goes to print.
A note from Will
The short version, from the person who wrote it.
Built to cover everything
It’s not a template. It’s not a checklist. It’s the complete fill-in document, built so nothing gets missed, no matter how simple or complex your life is.
Thorough enough to cover a whole life, and simple enough that you’ll actually finish it. Do it once, update it once a year, and the hardest week of your family’s life gets a lot easier.
One last thing
One document. Done once, updated yearly. Quietly, it might be the kindest thing you ever leave behind.
Leave them the mapPrefer to start smaller? The $27 Conversation Kit
