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Answer what you can. Skip anything you're not ready for
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Simple, private, and entirely on your terms.
TO KILL A MOCKINGBIRD
PRIDE AND PREJUDICE
Legal Documents
Will, trust, healthcare directives
Financial Accounts
Banks, investments, insurance
Digital Footprint
Social media, email, passwords
General Wishes
Funeral and memorial preferences
Last Messages
Personal notes and final wishes
MOBY DICK
OF MICE AND MEN
Legal Documents Progress0% Complete
Step 1 of 5
Last Will and Testament
A legal document that expresses your wishes for asset distribution
Step 2 of 5
Living Trust
A trust allows you to manage your assets during your lifetime and distribute them after death
Step 3 of 5
Advanced Healthcare Directive
Legal documents that specify your healthcare wishes if you cannot communicate
Step 4 of 5
Durable Power of Attorney
Designate someone to make financial decisions on your behalf
Step 5 of 6
Guardianship Plans
Designate guardians for minor children or dependents
Step 6 of 6
Other Important Documents
Location of additional legal and personal documents
Financial Accounts Progress0% Complete
Step 1 of 4
Bank Accounts
List your checking, savings, and other bank accounts
Security Guidelines:
Only include institution names and account types
DO NOT include account numbers or login credentials
Include contact information for the institution
Step 2 of 4
Investment & Retirement Accounts
Document your 401(k), IRA, brokerage, and other investment accounts
Security Guidelines:
Only include institution names and account types
DO NOT include account numbers or login credentials
Include contact information for the institution
Step 3 of 4
Insurance Policies
Document life insurance, health insurance, and other policies
Security Guidelines:
Only include institution names and account types
DO NOT include account numbers or login credentials
Include contact information for the institution
Step 4 of 4
Debts & Liabilities
Document outstanding loans, mortgages, and other liabilities
Security Guidelines:
Only include institution names and account types
DO NOT include account numbers or login credentials
Include contact information for the institution
Digital Footprint Progress0% Complete
Step 1 of 4
Social Media Accounts
Document your social media presence and what should happen to these accounts
Important Security Note:
DO NOT include passwords or login credentials
Only list platforms and your preferences for what should happen to them
Step 2 of 4
Email Accounts
Document your email accounts and preferences for their future
Step 3 of 4
Digital Assets
Document cryptocurrency, domains, cloud storage, and digital subscriptions
Step 4 of 4
Password Manager & Security
Document how to access your password manager and security information
General Wishes Progress0% Complete
Step 1 of 5
Burial, Cremation & Final Arrangements
Your preferences for burial, cremation, or other final arrangements
Step 2 of 5
Funeral Service Preferences
Details about the type of service and location you prefer
Step 3 of 5
Personal Touches
Music, readings, speakers, and special elements to personalize your service
Step 4 of 5
Memorial & Remembrance
Headstone, charitable donations, and memorial preferences
Step 5 of 5
Organ Donation & Body Donation
Your wishes regarding organ and tissue donation
Last Messages
Leave meaningful messages and document any other important wishes.
Messages to Loved Ones
Pet Care
Organ & Tissue Donation
Personal Property & Heirlooms
Additional Wishes
Review & Complete
Review your information and export your Legacy Plan to save securely.
Your Life Binder is Complete
You've documented important information that will help your loved ones during a difficult time. Remember to:
Next Steps:
Export your data using the button below
Store the exported file in a secure location
Consider sharing access instructions with your executor or trusted person
Review and update this information annually or when major life changes occur
Keep physical copies of truly critical documents in multiple secure locations
Sharing Your Binder
Consider who needs to know about this document:
Export Your Life Binder
Choose your preferred export format. PDF is recommended for most users as it's widely compatible and preserves formatting.
Security Recommendations:
Store exported files in a password-protected folder or encrypted drive
Keep backup copies in separate secure locations
Inform your executor where these files are located
Consider using encryption software for additional security
⚠️
Delete All Data?
This will permanently delete ALL answers across your entire Life Binder:
Legal Documents
Financial Accounts
Digital Footprint
General Wishes
Last Messages
⚠️ This action cannot be undone
All your information will be permanently erased and cannot be recovered.
What Is a Will?
A will is a simple way to say, "Here's what I want to happen when I'm gone."
It tells people:
Who gets what
Who's in charge (your executor)
Who cares for your kids, if you have them
A will only matters after you die — it doesn't affect anything while you're alive.
Having one makes things easier for the people you love and helps avoid confusion or stress.
Without a will, the state steps in and decides for you.
This binder doesn't replace your will — it just helps your people find it fast and know what to do.
What Is a Living Trust?
A living trust is a way to say, "Here's how I want my stuff managed — both now and later."
It helps explain:
Who manages your assets (the trustee)
Who benefits from them
What happens if you're unable to manage things yourself
What happens after you die
A living trust can work while you're alive and continue after you're gone.
Having one can:
Make things smoother for your loved ones
Help avoid probate and delays
Keep matters more private
Without a trust, assets may still need to go through the court process.
This binder doesn't replace your trust — it just helps your people know it exists, where to find it, and who to contact.
What Is a Durable Power of Attorney?
A Durable Power of Attorney lets you choose someone you trust to handle financial or legal matters if you can't do it yourself.
It can cover things like:
Paying bills
Managing bank or investment accounts
Handling insurance or legal paperwork
"Durable" means it stays in effect if you become incapacitated.
You stay fully in control while you're able — this only steps in if and when it's needed.
Having one helps avoid delays, court involvement, and stress for your loved ones.
This binder doesn't replace your Power of Attorney — it just helps your people know who's authorized, where the document is, and who to contact.
What Is a Guardianship Plan?
A guardianship plan lets you choose who would care for your children or dependents if you're no longer able to.
It helps clarify:
Who you want as a guardian
Who should step in as a backup
Any important notes you want caregivers to know
These plans are only used if something happens to you — they don't affect day-to-day parenting or care.
Having a plan in place gives your loved ones guidance and helps avoid confusion during an already hard time.
This binder doesn't replace legal guardianship documents — it helps your people know your wishes and where the paperwork lives.
Advance Healthcare Directive & Living Will
These documents explain your medical care preferences if you can't speak for yourself.
They help your loved ones and doctors understand:
What kinds of medical care you do or don't want
Who is allowed to make healthcare decisions for you
Any special instructions you want followed
They're used only if you're unable to communicate — otherwise, you stay in control.
Good to know:
A Living Will / Advance Healthcare Directive outlines your care preferences
A Healthcare Power of Attorney names someone to speak on your behalf
A DNR order tells medical providers whether to perform CPR in an emergency
You don't need all of these — and it's okay if you're still figuring things out.
This binder doesn't store medical documents. It helps your people know what exists, where it's stored, and who to call.
