Your Family Deserves to Know Where Everything Is
The Digital Estate Binder is a one-stop organizer for every account, password, policy, and wish your loved ones will need to find — without tearing your house apart during the worst week of their lives.
When a Loved One Dies, the Search Begins
The grief is hard enough. Then come the questions nobody can answer.
Which bank held the checking account? Was there more than one?
Where is the deed to the house? Is it in a trust?
What was the password to her phone — or her email?
Did he have a life insurance policy? With whom?
Who is the attorney? The accountant? The financial advisor?
Where is the will? Is it the most recent version?
Was there a safe deposit box? Where is the key?
Who needs to be told first — and what did Mom want for her funeral?
Most families lose weeks — sometimes months — answering these. The Estate Binder answers them in advance.
10 Sections. Everything Your Executor Will Ask.
Each section is a clean, fillable worksheet — guided by the same questions estate attorneys ask their clients in the first meeting.
Personal & Contact Information
Legal name, SSN locations, marriage and birth records, citizenship docs, military service, and the people who need to be reached first.
Asset Inventory
Bank, brokerage, retirement, crypto, real estate, vehicles, safe deposit boxes — every account in one master ledger with institution and contact info.
Digital Accounts & Passwords
Email, cloud storage, social media, subscriptions, and password manager access. Includes a legacy contact worksheet for Apple, Google, and Facebook.
Insurance Policies
Life, health, long-term care, disability, home, auto, and umbrella. Carrier, policy number, agent contact, and beneficiary on each.
Beneficiary Designations
A single tracker for every retirement plan, life policy, TOD/POD bank account, and 529 — so nothing pours into the wrong estate by accident.
Final Wishes & Funeral Preferences
Burial vs. cremation, service preferences, music, readings, obituary outline, and pre-arrangement details (so survivors are not guessing).
Important Documents Checklist
Where to find the original will, trust, deed, titles, tax returns, military discharge, and corporate records — with location notes for each.
Emergency Contacts & Professional Advisors
Attorney, CPA, financial advisor, doctor, executor, trustee, agent under POA, clergy, and family contact tree.
Medical Information & Directives
Conditions, medications, allergies, physicians, advance directive location, organ donor decisions, and HIPAA authorization references.
Business Interests
LLCs, partnerships, registered agents, EIN locations, key employees, succession instructions, and continuity contacts.
Trusted by Families in All 50 States
Built by estate planning attorneys. Designed for the people who actually have to find the paperwork.
All 50 States
Not state-specific legal forms — a universal organizer that works wherever your family lives.
Attorney-Designed
Mirrors the intake checklist estate attorneys use with new clients — so you are not missing anything important.
Instant Download
Get the full binder seconds after checkout. Print it, fill it digitally, or both.
Digital Estate Binder
One purchase. Lifetime access. Update it any time.
Secured by Stripe · No subscription
Frequently Asked Questions
Is this a legal will or trust?
No. The Digital Estate Binder is an organizing tool — not a legal document. It works alongside your will, trust, and powers of attorney so your family can actually find and use them. If you still need a will or trust, our state-specific templates start at $5.
What format do I get?
A printable PDF binder plus fillable worksheets. You can print it for a physical binder or fill it out digitally and store it securely. Detailed instructions for each section are included.
Does it work in my state?
Yes — the binder is an organizational tool, not a state-specific legal form, so it works in all 50 states and DC.
How is this different from a password manager?
Password managers store logins. The Estate Binder also captures assets, beneficiaries, insurance, advisors, final wishes, and document locations — the full picture your executor needs, not just credentials.
Is my information secure?
You control where it lives. We never see your filled-in data — the file is yours to keep on an encrypted drive, in a safe, or with your attorney. Checkout is processed through Stripe with bank-grade encryption.
What is the refund policy?
Because this is an instant digital download, all sales are final. Email us within 7 days if you have any issue accessing your file and we will make it right.
Still deciding? Book a free attorney consultation