Life Management Instructions Kit™

Peace of Mind—Without the Guesswork

The Life Management Instructions Kit™ is your family’s guide for life’s ‘what ifs’.

You Have Done Everything Right
✅ Smart Investments
✅ Retirement Savings
✅ Insurance Coverage
But There's One Problem...
No one knows how to access anything!
❓❓❓

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💼 Read This First
A simple, calming entry point.

A quick-start overview with key tips on how to use, complete, and securely store your documents. This sets the tone and guides you before you dive in.
📝 The Life Management Instructions™
The heart of the kit.

Over 40 thoughtfully structured forms that become your voice when life takes an unexpected turn. Covering finances, health care, property, and more, this is your personalized plan for peace of mind—for the moments that matter most.
💡 Insights
Guidance beyond the paperwork.

A 200+ page companion guide that walks you through each form with clarity and purpose. Includes practical examples, best practices, and financial literacy tips to help you collaborate with loved ones and advisors at every step.
🤝 Assist
Support for the ones you trust most.

A step-by-step guide to help your Executor or helper carry out your plan confidently. With guidance tied to each form and real-world financial concepts, it empowers your people to honor your wishes with clarity—not guesswork.

The Life Management Instructions Kit™ includes four digital documents—delivered instantly at checkout.

The Instructions: A fillable, printable PDF with guided forms.

Read This First, Insights, and Assist: Standard PDFs for easy reading, printing, and sharing with your family.

Download today and take the next step at your own pace.

"We stopped procrastinating and started learning. Filling it out sparked conversations we’d been avoiding for years."

Lena & Roger M., retired couple

"As someone who handles estate planning professionally, I can say this kit is practical, compassionate, and empowering."

Daniel K., financial advisor

"It was one of those ‘someday’ tasks—until now. This kit made everything clear, doable, and actually kind of satisfying."

Jennifer R.

"I thought I was just getting organized—but I ended up learning so much about what I actually have, what I need, and how to protect it."

— Angela D., a millennial

"It’s more than a checklist. It’s a crash course in financial literacy that every adult should go through."

Mark T., Husband and son