Everything your loved ones need—organized in one trusted book.
The Family Estate Plan Record Book is your trusted guide to keeping every important detail—personal, financial, and legal—in one place.
Trusted by thousands of families to organize what matters most
Ensure loved ones have the information they need when it matters most. No more searching through drawers or guessing about important details.
Step-by-step sections for all aspects of your estate. No legal jargon—just clear, organized spaces for your important information.
Reduce stress for your family during life's most difficult moments. A physical book that won't crash or become obsolete.
Everything you need to organize your legacy in one comprehensive book
Contact details, key documents, and essential instructions all in one organized section.
Complete overview of accounts, insurance policies, investments, and debts.
Power of attorney, healthcare directives, and funeral preferences clearly documented.
Social media, online accounts, passwords, and digital estate instructions.
Don't wait until tomorrow to give your family the clarity they'll need.
Join thousands of families who have already organized their most important information.
Join thousands of families who have found peace of mind
Dedicated to helping families organize their legacy and secure their future
Dedicated to helping families organize their legacy and secure their future
In today’s digital age, your legacy is not just about physical assets like property, bank account...
Life is unpredictable. An accident, illness, or sudden medical emergency could leave you unable t...
Far too many families are left in confusion and distress when a loved one passes away without lea...
Everything They Need, All in One Place
The Family Estate Plan Record Book helps you organize your most important information so your loved ones never have to wonder what you wanted or where to find critical documents.