Calm, complete organizers for life's hardest paperwork
Fillable and printable organizers and step-by-step checklists for planning ahead, caring for a parent and settling an estate. Written in plain English and fact-checked against official government sources.
Free guides
What to Do When Someone Dies: A US Checklist
A calm, step-by-step checklist for the first hours, days and months after a death in the US, in the order things usually happen.
What to Do When Someone Dies in the UK: First Steps
A step-by-step checklist for the first days and months after a death in the UK: the medical certificate, registering the death, Tell Us Once, probate and more.
What to Do When Someone Dies in Canada: First Steps
A checklist for the first days and months after a death in Canada: registering the death, Service Canada, the CPP death benefit, the CRA and probate.
What to Do When Someone Dies in Australia: First Steps
A checklist for the first days and months after a death in Australia: the medical certificate, registering the death, super, the ATO and probate.
What Is a Death Binder? What to Put in Yours
What an end-of-life organizer (death binder) is, what to put in it, what never to write down, and where to keep it safe.
Caring for an Aging Parent: A Caregiver Checklist
A practical checklist for family caregivers: the care team, medications, appointments, home safety, legal documents and where to find support in the US.
Emergency Binder Checklist: What to Put in Yours
What to put in an emergency binder: contacts, medical details, key documents, money, home and pets, plus what never to write down and where to keep it.
What Happens to Your Online Accounts When You Die?
What Apple, Google, Facebook and Instagram do with your accounts after a death, the legacy tools to set up now, and what to write down for your family.
Organizers
Life & Legacy Organizer (US)
70 fillable, printable pages: accounts, documents, contacts, medical details and final wishes, with a checklist for your family.
Life & Legacy Organiser (UK)
The same organiser written for the UK: lasting powers of attorney, pensions, Council Tax, probate and Tell Us Once.
Life & Legacy Organizer (Canada)
Written for Canada: RRSPs and TFSAs, CPP and OAS, powers of attorney, probate, and notes for Quebec.
Life & Legacy Organiser (Australia)
Written for Australia: super and death benefit nominations, Centrelink, enduring powers of attorney and probate.
When Someone Dies: The Executor's Guide (US)
A step-by-step plan for settling an estate, with a tracker for every task.
When Someone Dies: The Executor's Guide (UK)
Dealing with an estate in the UK: the grant of probate, Inheritance Tax, The Gazette notice and estate accounts, with trackers.
When Someone Dies: The Executor's Guide (Canada)
Settling an estate in Canada: probate, CPP benefits, the final return and the clearance certificate, with trackers.
When Someone Dies: The Executor's Guide (Australia)
Administering an estate in Australia: probate, super death benefits, the ATO and notices to creditors, with trackers.
Caring for Someone: The Caregiver Organizer (US)
Medications, appointments, symptoms, bills and the care team in one place.
Caring for Someone: The Carer's Organiser (UK)
Medications, appointments and the care team in one place, with LPAs, council care assessments and support for carers.
Caring for Someone: The Caregiver Organizer (Canada)
Medications, appointments and the care team in one place, with provincial home care, powers of attorney and caregiver support.
Caring for Someone: The Carer's Organiser (Australia)
Medications, appointments and the care team in one place, with My Aged Care, enduring powers of attorney and Carer Gateway.