The 7-30-365 Family Handover Kit · United States edition
Everything your family will need, in one place.
The people to call, where your papers are, what you own and owe, and a step-by-step plan for the first week, the first month and the first year. With a guide for your state and the official links.
Digital download. Fill it in on screen or print it at home. One payment, no subscription. 30-day refund.
Picture the day someone has to find your papers.
They open the desk drawer. Then the closet. They call the bank and are asked for an account number nobody knows. They find a life insurance letter from 2011 and wonder if the policy still exists. Your phone is locked.
Most of what your family will need is in one place right now: your head.
Dear Family Kit gets it onto paper, in the order your family will need it.
A map, not a mess
Dear Family Kit has two halves. One is for you. The other is for whoever handles things after you.
What only you know
The Family Record
Twelve sections and a one-page summary: who to call, where the will is kept, your accounts (last four digits only), insurance, pensions, the house, the car, your phone and email, your pets, your wishes.
What your family does, and when
The 7-30-365 Roadmap
A step-by-step plan from the first week to the end of the first year, with a master list of who to notify and a worked example.
First 7 days
Protect and arrange
- · Care for people and pets
- · Secure the home
- · The funeral and death certificates
- · Find the will and its deadline
First 30 days
Notify and decide
- · Social Security, Medicare, the VA
- · Banks, insurers, employer
- · The credit bureaus
- · Small estate or probate?
First year
Settle and close
- · List what was owned and owed
- · The creditor period
- · Final tax returns
- · Distribute and close
The rules change at the state line. The kit tells you how.
Choose your state to see one thing families there rarely know. All 10 State Guides are included in every kit.
California, Florida, Texas, New York, Pennsylvania, Illinois, Ohio, Michigan, North Carolina and Georgia: the ten states with the most people aged 65 and over (U.S. Census Bureau, 2024).
Choose your state to see one thing families there rarely know. All 10 State Guides are included in every kit.
See inside
If you read only one page
The first page your family should see. About 15 minutes.
Money and accounts
Write where, not the password. Last four digits only.
Digital life
Apple Legacy Contact, Google Inactive Account Manager, Facebook memorialization, step by step.
The First 7 Days
A one-week checklist for the hardest days.
Your State Guide
The will deadline, the shorter procedures and the creditor period, with links.
Ready-to-Send Letters
15 fill-in letters to banks, insurers, employers and credit bureaus.
What changes when your kit is filled in
- Your family knows who to call first, and has the numbers.
- They know where the original will is, and the deadline to hand it in where you live.
- They don't pay your debts from their own money by mistake.
- They know which accounts have a beneficiary and which don't.
- They can tell Social Security, Medicare and the VA without hunting for your number.
- They find the life insurance policy you took out years ago.
- They get into your phone and photos the right way, through the legacy settings you set up.
- They know what you wanted: burial or cremation, the music, who keeps the watch.
- Your spouse or partner has their own copy to fill in (Family Handover and Complete).
- The executor has a 12-month calendar with every tax date and deadline (Complete).
- You review it once a year, in about ten minutes, with the log on the last page.
- And you can stop carrying it all in your head.
You might be thinking…
"I'm already organized."
Then this will take you a weekend instead of a month, and you'll still find a few things nobody else knows about. Most people who think they're organized have it organized for themselves, not for someone else.
"It's depressing to think about."
It's less about death than about a locked phone, a lost policy and a deadline nobody knew. Most people say they feel lighter when it's done, not heavier.
"I'll do it later."
Later is when most families find the drawer. Start with one page tonight; the rest can wait.
"I don't want my passwords on paper."
Good. The kit never asks for them. You write where things are and how to get in through the official legacy settings, never the passwords themselves.
Three kits. One payment. No subscription.
Essential
The organizer and the plan
$39
One payment · 146 printable pages
- 01 Start Here
- 02 The Family Record: fillable PDF + editable Word
- 03 The First 7 Days
- 04 The 7-30-365 Roadmap, with the master notification list and a worked example
- 05 State Guides for 10 states
- Large-print edition
Family Handover
$59
One payment · 242 printable pages
- Everything in Essential, plus:
- 06 Ready-to-Send Letters: 15 letters + 2 phone scripts (Word included)
- 07 Home & Property Pack: keys, alarms, utilities, the people who help
- 08 Digital Life Pack: phones, email, photos and legacy contacts
- A second Family Record for your spouse or partner
Complete
Everything. No add-ons for the same job, ever.
$89
One payment · 281 printable pages
- Everything in Family Handover, plus:
- 09 The Executor's Handbook: 12 costly mistakes and the logs that prevent them
- 10 12-Month Calendar & Tax Organizer
- 11 Professional Handover Brief, to hand an attorney or accountant
- 12 Family Conversations & Letters
- 13 If I'm in the Hospital
- 14 Binder Builder: cover, spine and tab dividers
Included in every kit
| Large-Print EditionFor eyes that prefer bigger type and bigger boxes | Value $15 |
| The Editable Word VersionBoxes that grow as you type | Value $15 |
| The Annual Review ReminderOne email a year, so the record stays current | Value $10 |
| Help by email from a real personIf something isn't clear | Included |
How to think about the price: compare it with one hour of an estate attorney's time where you live. The kit doesn't replace that hour. It makes it shorter, because your family arrives with everything written down.
The 30-Day Peace of Mind Guarantee
Download the kit. Open it. Fill in the first page. If it isn't right for you, email us within 30 days and we'll refund every cent. No questions, and you don't need to send anything back.
It's for you if…
- You want your family to find everything without guessing.
- You were an executor once and don't want your children to go through it the same way.
- You care for a parent, or want to give this to one.
- You'd rather do this at your own pace, at your kitchen table.
It's not for you if…
- ✕You need a will written. This kit is not a will and doesn't create a trust.
- ✕You need legal, tax or financial advice. The kit explains the steps in plain English and points to the official source; for advice, see a licensed professional in your state.
- ✕You want a printed book in the mail. This is a digital download you print at home.
Questions
Is this a printed book?
No. It's a digital download: PDF files you fill in on screen or print at home, plus Word versions of the pages people write in most. The page count of each kit is listed above, so you know what you're printing.
How long does it take?
About 15 minutes for the first page. A weekend for most of the Family Record. A few weeks to track down papers like policy numbers or a deed. A half-finished record is already far more useful than none.
Will what I type be saved?
Yes, if you open the PDF in a PDF app such as the free Adobe Acrobat Reader and press Save. Some web browsers don't keep what you type, so Start Here explains exactly how to save. Or use the Word version.
Is it safe to write my information in it?
The kit asks you to write where things are, never full Social Security numbers, account numbers or passwords. Write the last four digits only. Start Here explains where to keep the printed copy and the digital one.
My state isn't one of the ten. Is it still useful?
Yes. The Family Record, the First 7 Days, the Roadmap and the federal steps apply in every state. The State Guides show the questions to ask your own probate court.
Is it a will? Does it avoid probate?
No. It's an organizer and a plain-English guide. It doesn't create a will or a trust, and it doesn't change who inherits anything. Whether an estate needs probate depends on your state and how things are owned; the Roadmap explains how to find out.
Is it a subscription?
No. One payment. You keep the files.
What if I bought the wrong kit?
Email us and we'll move you to the right one; you only pay the difference.
Can I give it as a gift?
Yes. At checkout you can add a copy to give, for another household, with a gift booklet and a printable certificate.
How do I get my files?
Right after payment you go to your download page, and we send the same link by email. If the email doesn't arrive within ten minutes, check your spam or promotions folder.
Leave them a map, not a mess.
Start with one page tonight.
Choose your kitDear Family Kit is an organizer and a plain-English guide. It is not a will and does not create a trust. It does not give legal, tax or financial advice, and it does not change who inherits anything. Rules, dollar limits and deadlines change; every figure in the kit shows its official source and the date it was checked. Before you act on any rule, confirm it with the official source or with a licensed attorney or tax professional in your state.