Guides
Getting your affairs in order, one plain-English guide at a time
Practical, judgment-free help — written by Daniel Kuh, maker of the In Case Anything Happens planner. Every figure cited to its official source.
If someone has died
Executor of Estate Checklist (Free Printable)
The 12 duties in order, the first week as 8 phone calls, and the 7 things not to touch yet. Free printable with a call log.
Checklist After the Death of a Spouse (Free Printable)
The first week, the first 90 days, and the six things not to do yet — in order, with the phone numbers. Free printable.
What to Do When Someone Dies: A Complete Checklist
First hours to first months — who to call in what order, what can wait, and the deadlines that matter. Almost nothing has to happen today.
Checklist After the Death of a Parent (Printable)
The parent-specific path: siblings and the executor question, a surviving parent, the house — and whether you owe their debts (generally, no).
Funeral Planning Checklist: Decisions, Real Costs, and Your Rights
Every decision in order, median costs from the industry's own data, your rights under the FTC Funeral Rule, and the veteran benefits most families never claim.
If you're planning ahead
Important Documents Binder: 8 Tabs in Order (Free Printable)
The 8 tabs in the order someone else will need them, 7 labeling rules, 6 things to keep out, and a 10-minute yearly check.
Estate Planning Checklist for Seniors: 12 Things to Settle at 65
The age-specific list — Medicare papers, the long-term-care question, the hospital-stay page, and the digital things the AARP list leaves out. Free printable.
The Death Binder: What Goes In It, Tab by Tab
The printable death binder checklist, organized the way your family will actually use it — first hour first, personal pages last.
The 10 Documents Your Family Needs Before a Crisis, Not After
The printable checklist of the ten papers a family reaches for first: what each one is, where to get it, and where it should live.
Final Wishes: What to Write Down, Where to Keep It, and a Template You Can Print
A final wishes document is not a will. It is the one page your family reads first. Here is what goes on it, an example, a free printable template, and which parts need to be made legal.
End-of-Life Planning Checklist: Every Decision, Document, and Login, in Order
The complete, printable checklist — care decisions, legal documents, the money map, digital access, funeral wishes, and who to tell — plus the version for when time is short.
Getting Your Affairs in Order: The Complete Checklist
The documents, accounts, passwords and wishes your family would need — organized as three doors, with a 30-minute quick-start and a printable version.
The Family Emergency Binder: What to Include
The eight categories, exactly what goes in each, where to keep it, and how often to update it — one binder that covers both disasters and the hardest day.
Estate Planning Checklist: The Documents, the Access, and When You Need a Lawyer
The six documents in plain English, which ones you can do with free state forms (per the NIA), and the step everyone skips — making them findable.
Apple Digital Legacy, Explained: Who to Choose — and What Happens If You Never Set It Up
The setting that decides whether your family gets your photos and messages — or faces a court order. Who to choose, what they can access, and the gap it leaves open.