The kit your executor needs from the first hour.
Seven sections covering key contacts, legal documents, corporate information, insurance policies, personal assets, digital access, and the immediate-action checklist for the first 30 days. Complete it while you're healthy — your family will need it the moment it matters.
A single document that replaces chaos with clarity in the first 48 hours.
Complete each section. Your answers save as you type.
Work through the sections in any order. Every field is optional — fill in what you know now and come back for the rest. The more complete the kit, the less your family has to figure out when they're least equipped to.
Your kit is ready. Where should we send it?
We'll email the completed kit to you as a document you can print, share with your executor, and store somewhere safe. Nothing is saved to our servers — we only use your email to deliver the kit.
Email your completed kit to yourself.
Enter your name and email. We'll send a formatted copy you can save, print, and share with your executor.
Your kit is on its way.
Check your inbox in the next few minutes. Print a copy and store it somewhere your executor can reach immediately — with your lawyer, in a sealed envelope at home, or in a secure folder your family knows about. Review the kit annually and whenever your corporate structure or family situation changes.
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