Lite DIY Estate Planning Organizer & Emergency Kit | Home & Office Organization, Document Organizer for Families, Legacy Planning, Next of Kin, Paper Clutter Solution

Use your own file box this kit provides everything else. The Lite contains all the labels, checklists, and bags from the full system, without the box. Perfect if you already have a hanging file box or to select your own including a fire-resistant box for extra security. All components ship flat and assemble in one session.
Dual-purpose checklists: instructions for you and for your next of kin. All 72 double-sided checklists serve two individuals: the front guides you on what details to record and where to keep original documents versus copies; the back offers your executor or next of kin a simple guide for accessing and using the box after a death or emergency. Covers wills, insurance, financial accounts, property deeds, medical directives, and more arranged by life category, not alphabetically.
Color-coded label system: 15 hanging folder labels plus 67 file labels. Fifteen color-coded hanging folder labels address the main life categories (legal, financial, medical, property, personal, and more). Each accommodates up to 5 labeled sub-folders using the 67 included file labels no need to recall a document's exact name to locate it, just go to the correct category. Also includes a zippered document protector bag for sensitive papers and a zippered key pouch with 10 key tags for safe deposit keys, spare house keys, or other small valuables. The economical choice for individuals who already own a file box. The Lite is the suitable selection if you have a file box at home (or prefer to choose your own, including a fire-resistant model), desire a lower entry price, or are setting up a second location alongside a full system. Also a handy, lightweight gift it ships flat and is simple to mail to a parent, sibling, or partner you to help get organized. Guided setup from first folder to completed box. Includes step-by-step instructions for finishing every section no previous estate planning experience needed.

The 72 checklists walk you through what to document, where to store original documents versus copies, and what to inform your next of kin about the box's contents