Get it all written down, one workbook at a time

In Case Something Happens

The family emergency file: where everything is, the people to call, your family, cash for the first weeks, a guardian for the children, your digital life, pets and home.

Our Retirement Income Plan

Your Social Security estimate and a year-by-year statement tracker, 30 years of cost-of-living raises, every income source and balance, your spending, your emergency fund and Medicare.

My Care Wishes

Who decides for you, the treatments you want or don't want, and care at the end of life. Plus how to sign your care papers and your will, state by state.

Can your spouse witness your medical power of attorney? In 17 states, no. And in 28 states, a witness who inherits from your will can lose the gift.

When One of Us Dies

The benefits your family may get, Social Security for the survivor, every account and policy with its beneficiary, the house, the trust, the business and the debts.

My Final Wishes and Legacy

Your funeral wishes, your obituary notes, who gets which belongings, and a letter to your family. So nobody has to guess, and nobody argues.