Guides

Step-by-Step Guides

Each guide breaks one job into small steps, with screenshots where they help. No jargon.

Digital Estate Planning 101

What digital estate planning covers, why your online accounts matter as much as your paperwork, and the three things to do this week.

How to Set Up an Emergency Binder

Build an emergency binder in one weekend: what to buy, the five sections it needs, and how to keep it current after it is done.

How to Talk to Your Family About Your Wishes

A 20-minute conversation script for telling your family where everything is — including what to say first and what to do if they change the subject.

First three guides

Digital Estate Planning 101

What your online accounts have to do with your will — and why both matter.

Where to Store Important Documents

Home safe, safe deposit box, or secure vault: what belongs where, and why.

How to Leave Digital Passwords to Family

Set up emergency access so one trusted person can step in — without a paper note.

Free

Get the free Master Checklist

One plain-English page listing every important paper and online account your family would need. Print it, fill it in, keep it where they can find it.

Open the Master Checklist

No email needed — it is free to read and print right now.

General information only. ClearLegacyGuide is not a law firm and does not provide legal, medical, financial, or tax advice. Rules vary by state and change over time. Please confirm every form with the official source linked on the page, and talk with a licensed professional before making decisions. Full medical & legal disclaimer