The first 30 days, in order.
I walk you through what needs doing after a death, one call and one document at a time, and I help you leave your own affairs just as clear for the people you love.
- Know which call comes first, instead of repeating the same story to one office after another.
- Arrive at the bank or court clerk with the right papers, not with a second trip ahead of you.
- Spare your family the search later: everything they will need, written down in one place.
$19.99 $39.99 one-time payment · digital PDF, print at home · instant access
What is inside The End of Life Binder
How to Use This Binder
- What This Binder Actually Is
- The Two-Part Structure, in Practice
- Printing and Tabbing: A Physical System for an Unphysical Time
- One Master Copy, One Working Copy — and Why Both Matter
The First 72 Hours
- Pronouncement of Death
- Call the Funeral Home
- Notify Close Family
- Secure the Home
Death Certificates and Documents
- Why "Certified" Is Not the Same as "Copy"
- How Certified Copies Are Typically Ordered
- How Many Copies Do You Actually Need?
- Tracking Where Each Certified Copy Went
Social Security and Veterans Affairs
- Why Social Security Needs to Know, and Why Timing Matters
- What to Have in Front of You Before You Call
- A Sample Script for the First Call
- What Documents Social Security Commonly Requests
Banks, Brokerages, and Retirement Accounts
- Why This Part Feels Different
- Before You Pick Up the Phone
- A Sample Script for the First Call
- What Banks Commonly Ask You to Bring
Life Insurance, Annuities, and Former Employers
- Why These Claims Get Missed
- Where to Look Before You Call Anyone
- The Policy and Pension Tracker
- Life Insurance
The Probate Court Clerk
- Why the Clerk's Office Is Often Your Best First Call
- What Probate Actually Is, in Plain Terms
- A Script for Reaching the Clerk's Office
- The Instruction Log: Capture Everything, Word for Word Where Possible
Closing Accounts: Days 11 to 30
- Why This Phase Feels Different
- Redirecting the Mail
- The Utility and Service Walkthrough
- What to Set Aside for the Tax Professional
The Deadline Tracker and Contact Log
- Why Scattered Notes Fail You
- Building the Deadline Tracker
- Why "How Confirmed" Is the Column People Skip — and Shouldn't
- The Master Contact Log
Your Accounts, Beneficiaries, and Insurance
- Why "Someone Else Will Figure It Out" Doesn't Work
- The Financial Account Inventory
- Beneficiary Designations: The Page Families Wish Existed
- Insurance Policies: What Exists, and Where
Your Digital Accounts, Contacts, and Wishes
- What Gets Left Behind Now That Didn't Used to Exist
- Why Digital Accounts Cause More Grief Than People Expect
- Building Your Digital Account Inventory
- Where the Access Information Actually Lives
Does any of this sound familiar?
Everything lands on you at once
Social Security, the bank, the insurer, the court. Each one calls, each one needs something, and you are not sure what comes first.
You keep being asked for a paper you do not have
An original here, a certified copy there. One missing document can mean another call, another letter, another week.
The information lives in one head
Accounts, passwords, policies, where the will is kept. If it is not written down, someone you love will have to go looking for it.
“Grief is hard enough. The paperwork should not be guesswork.”
What the binder keeps in order
The first 30 days
What to do first, and in what order, through the first 30 days.
Call scripts
What to say to Social Security, the bank, the insurer and the court clerk.
Document checklists
Which office wants which paper, and where you get it.
Deadline tracker
Every date on one page, so none of them slips.
Your own affairs
Accounts, beneficiaries, insurance and contacts, filled in by you.
Digital accounts & wishes
Logins, funeral wishes and where your will is kept.
This binder is for you if …
You have just become the executor
You need to know what comes first, who to call and which papers to bring, without piecing it together yourself.
You have lost a spouse or a parent
You are handling the paperwork while grieving and want a calm, clear order to follow.
You want your own affairs in order
You are 60 or older and want your family to find everything in one place, not scattered across drawers and passwords.
Get The End of Life Binder today
- Part 1: the first 30 days in order, with a deadline tracker
- Call scripts for Social Security, the bank, the insurer and the court clerk
- Document checklists for Social Security, banks, probate court, insurers and the VA, plus a folder list for your tax professional
- Part 2: fill-in pages for accounts, beneficiaries, insurance, digital accounts, contacts, funeral wishes and where your will is kept
- Digital PDF: open it on any device and print as many copies as you need at home
One-time payment · printable PDF, instant access*
What you will no longer have to guess
- The one call worth making before the others
- Why the first bank visit so often fails
- The paper nearly every office asks for
- What to write down on every single call
- Which office wants an original, not a copy
- The detail families most often cannot find later
- Why one tracker page saves weeks of confusion
- The account most people forget to list
- What to settle now so no one searches later
- Where to confirm what differs in your state
Frequently asked questions
Does it include a will or power of attorney template?
No. There are no will or power of attorney templates. Part 2 simply gives you a place to note where your will and other documents are kept.
Does it work in my state?
The organizing steps apply broadly, but laws and deadlines vary by state. The binder reminds you where to confirm details locally, for example with the probate court clerk.
How do I receive the binder?
Right after purchase you receive an email with a secure link. You can open it on any device and print the pages at home or at a print shop.
I am already a few weeks in. Is it still useful?
Yes. You can start at the step you are on, use the checklists and tracker for what remains, and fill in Part 2 for your own affairs at any time.
Can I use only Part 2 to plan ahead?
Yes. Many people simply want their own accounts, beneficiaries, contacts and wishes written down in one place. Part 2 is built for exactly that.