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 you will learn, chapter by chapter
How to Use This Binder
- What the binder does for you, and what it does not
- How the two parts work: one for right now, one for your own affairs
- How to print and tab it so every page is easy to find
- Why you keep one master copy and one copy to work from
The First 72 Hours
- Why nothing can happen before death is officially pronounced
- What happens when you call the funeral home
- How to tell close family yourself, not by text
- How to keep the home safe in the first days
Death Certificates and Documents
- Why a certified copy is not the same as a photocopy
- How certified copies are usually ordered
- How to work out how many copies you really need
- How to keep track of where each copy went
Social Security and Veterans Affairs
- Why Social Security needs to hear from you, and why timing matters
- What to have on the table before you call
- A sample script for your first call, word for word
- Which documents Social Security usually asks for
Banks, Brokerages, and Retirement Accounts
- Why the bank part feels different, and what to expect
- What to prepare before you pick up the phone
- A sample script for your first call, word for word
- What banks usually ask you to bring
Life Insurance, Annuities, and Former Employers
- Why these claims are so often missed
- Where to look for policies before you call anyone
- A simple tracker for policies and pensions
- What to say when you call a life insurance company
The Probate Court Clerk
- Why the clerk's office is often the best first call
- What probate is, in plain words
- A script for reaching the clerk's office
- How to write down every instruction you are given
Closing Accounts: Days 11 to 30
- What changes in weeks two to four
- How to redirect the mail
- How to go through utilities and services one by one
- What to set aside for the tax professional
The Deadline Tracker and Contact Log
- Why scattered notes let deadlines slip
- How to set up your deadline tracker
- The one column people skip, and why you should not
- How to keep one contact log for every call
Your Accounts, Beneficiaries, and Insurance
- Why "someone will figure it out" leaves your family searching
- How to list every account in one place
- How to record your beneficiaries: the page families wish they had
- How to note what insurance you have, and where it is
Your Digital Accounts, Contacts, and Wishes
- What gets left behind today that did not exist before
- Why digital accounts cause more trouble than people expect
- How to list your digital accounts
- Where to keep access information so the right person finds it
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 you will learn in the binder
The first 30 days
Learn what to do first and what can wait, step by step, so nothing gets done in the wrong order.
Call scripts
Know exactly what to say when you call Social Security, the bank, the insurer or the court clerk.
Document checklists
Find out which papers each office will ask for, and how to get them before you go.
Deadline tracker
See how to keep every date and every call on one page, so nothing slips.
Your own affairs
Simple prompts walk you through your accounts, beneficiaries and insurance, one page at a time.
Digital accounts & wishes
Write down logins, funeral wishes and where your will is kept, so your family never has to search.
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: what to do first, and in what order, through the first 30 days, with a tracker so no date slips
- Word-for-word call scripts, so you know what to say to Social Security, the bank, the insurer and the court clerk
- Checklists that show which papers each office will ask for, before you go, plus a folder list for your tax professional
- Part 2: simple fill-in pages for your accounts, beneficiaries, insurance, digital accounts, contacts and wishes, so your family finds everything in one place
- Printable PDF: open it on any device and print as many copies as you need
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.