Estate Plan Care Booklet

Three easy options to get organized!

Our Client Care Booklet helps you gather everything—bank accounts, online logins, health info, and key contacts—all in one place. It’s the perfect tool to make life easier for you and those who may one day need to step in and help.

Email Subscription

$29.99

Stay organized one step at a time with easy, bite-sized sections delivered straight to your inbox — simple steady progress toward a complete guide your loved ones will truly appreciate.

PDF Download

$35.00

Our Fillable Digital PDF lets you easily type, save, and update your information anytime — keeping everything secure, organized, and ready to share when needed.

Mailed Printed Book

$45.00

Enjoy the ease of writing by hand with a beautiful, organized booklet your family can easily reference when it matters most — no screens, no stress.

Why This Booklet Matters

When someone passes or becomes incapacitated, family members are left to navigate more than grief.

They’re suddenly faced with questions like:

  • “Where are Mom’s important documents?”

  • “How do I access Dad’s email or online banking?”

  • “Who did she want us to call?”

  • “What were his wishes for the pets, the house, the business?”

Having this information in one place spares your loved ones confusion, frustration, and unnecessary hardship. More importantly, it gives them a sense of calm and confidence in honoring your legacy.

A Thoughtful Gift for the People Who Matter Most

Planning your estate isn’t just about legal documents — it’s about peace of mind. It’s about making sure that when the time comes, your loved ones have everything they need to carry out your wishes with confidence and care.

This Estate Plan Supplement was designed to do exactly that. Inside, you’ll find a simple, organized way to record the things that often get lost, forgotten, or buried in the “I’ll get to it later” pile — from passwords and bank accounts to the stories and personal touches that make your life uniquely yours.

What's Inside

This care booklet walks you step by step through documenting the most essential details of your life, including:

  • Passwords & Digital Accounts — Email, social media, subscriptions, and financial logins.

  • Financial Information — Bank accounts, credit cards, retirement accounts, insurance policies.

  • Property & Assets — Homes, vehicles, investments, personal valuables.

  • Legal Documents — Wills, trusts, powers of attorney, healthcare directives, and where they’re stored.

  • Personal & Legacy Notes — Final messages, favorite memories, family stories, and personal wishes.

  • Care for Loved Ones (Including Pets) — Instructions and preferences for dependents or furry family members.

Every section is laid out clearly and thoughtfully, making it easy to fill in and update as life changes.