Practical guidance for the decisions families should only have to figure out once.
Start with the free First 72 Hours checklist, use the complete $199 digital guide to organize the rest of the work yourself, or explore different levels of engagement up front. It’s likely an emotional time. Just knowing you have options and objective help can make a world of difference.
Links:
Decision Library
Start with the situation.
Quick links:
IMMEDIATE
First 72 Hours · Funeral and Memorial · Documents and Certificates · Hospice and Medical Choices
COORDINATION
Communication and Decisions · Vendor Selection · Contractors and Home Services · Managing From Out of Town
HOME AND PROPERTY
Home Access and Security · Inventory and Valuation · Valuables and Personal Property · Real Estate · Estate Sales · Packing Up and Moving
FINANCIAL AND ADMINISTRATIVE
Banking · Bills and Debt · Insurance · Taxes · Social Security and Retirement · Digital Accounts and Subscriptions
LEGAL AND AUTHORITY
Attorneys and Probate
Use the free workbook for the first decisions, the complete Digital Guide when you want the full system, or the Transition Blueprint when your family needs a clear owner-by-owner 30-day plan.