The Family Continuity Kit — everything they'd need to know

The problem with being the organized one

You did everything right. That's the risk.

The accounts

Checking, retirement, brokerage, the HSA — you know what each one is for. Nobody else does. "Where is the money" shouldn't be a research project during the worst week of someone's life.

The autopilot

Bills pay themselves from arrangements you made years ago. Which card. Which day. Which ones would quietly lapse. Invisible systems fail invisibly.

The insurance

A policy your family can't find might as well not exist — unclaimed benefits pile up for exactly this reason. The number isn't enough; someone needs the claim steps, written for their hardest day.

One quiet weekend — about 90 minutes of actual writing — and the map is out of your head, onto paper, and pointed at the person who'd need it.

What's inside

Twenty pages. In the order they'd need them.

Not another 150-page stack of forms. A tight, guided kit a grieving person can hold in one hand — every page earns its place.

PG 04–05
The Read-This-First letterA warm, plain-language letter to your person, plus "the first weeks, in order" — the three things that are truly time-sensitive, and permission to let everything else wait.
PG 06–08
The money mapEvery account with what it's for, in plain words: "this one pays the mortgage," "don't touch — retirement."
PG 09–10
Insurance, with claim stepsCarrier, policy number, claims phone — and how to file, step 1-2-3.
PG 11–12
The house & the autopilotMortgage, utilities, what pays itself, and the gotchas that need a human.
PG 13–14
Digital access — the safe wayThe master-keys pages: phone, email, password manager. No passwords ever written down.
PG 15–16
Documents & peopleWhere the will and titles live, and which human to call first.
PG 17–19
Wishes, your own letter & the review pageOptional, gentle, and a six-month sign-off log so the kit never goes stale.
+ FILE
Companion spreadsheetUnlimited rows for accounts, autopays, and the logins locator when the pages run out.

How to store it safely — built in

The one rule

“Never write full passwords in this kit. Not one.”

Most binders ask you to write your passwords into a paper document — a catastrophe waiting for a burglary. This kit records where credentials live instead: your password manager's emergency plan, a sealed note stored apart. A lost binder becomes an inconvenience, not a disaster. A full one-page storage guide is included — fire box, sealed envelope, encrypted drive, and the two-minute step everyone skips: telling your person it exists.

Instant digital download

$17 one time

Fillable PDF (type in free Adobe Acrobat Reader)
Print-at-home edition (a pen always works)
Companion spreadsheet for unlimited accounts
Free improved editions, emailed for life

Get the kit — $17

Made by the spouse who handles everything in our house — filled in first at our own kitchen table. Questions? Just reply to your receipt; a real person answers.

Already have the kit? Register it here for free lifetime updates →