A calm, step-by-step kit for the paperwork, phone calls and decisions that come after a death — from the first 48 hours to closing the estate. Print it or fill it in on screen.
Get the kit — $19Free: first-48-hours checklist
About 3 million people die in the United States every year (CDC, 2024). Behind each one is a family suddenly facing death certificates, banks, Social Security, insurance claims, probate, subscriptions and taxes — usually while grieving and with no instructions. Most advice is scattered across dozens of websites. This kit puts it in one place, in the order you actually need it.
Timeline checklists for the first 48 hours, first week, first month and months 2–12 · who-to-notify master list (36 organizations) · death certificate tracker · contacts · asset, debt and subscription inventories · insurance claims · expense & reimbursement log · call log · questions for the funeral home and estate attorney · phone scripts · plain-English glossary.
Bank, credit card issuer, credit bureaus, utilities, subscriptions, life insurance, employer/HR, creditors, pension, landlord, social media and a general notification letter. Fill in the brackets and send.
Task list with status dropdowns, auto-updating dashboard (progress, assets, debts, unreimbursed expenses, subscriptions still billing), notify, assets, debts, expenses, certificates and call-log tabs.
Instant download · PDF + DOCX + XLSX · print unlimited copies for your family
Download the kitSecure checkout via Gumroad. Questions? Email bundle@mail.grokbot.com.
17-page workbook with your FTC Funeral Rule rights, funeral home comparison, budget planner, 6 obituary templates, eulogy outline and program template.
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19-page printable binder for everything your family would need to know, plus letter of instruction templates and a life inventory spreadsheet.
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19-page caregiver binder: medical summary, medication list and log, appointment log, discharge checklist, legal documents and a care tracker spreadsheet.
Get itComplete Family Paperwork Bundle: all 4 kits — $34 (save $28)
No. It is a general organizing guide. Probate rules, deadlines and thresholds differ by state. For complex estates (no will, property in several states, a business, disputes, large debts) please speak with a licensed estate attorney or tax professional. The workbook includes questions to ask them.
The timeline, trackers and logs work anywhere, but agency names, phone numbers and tax forms are for the United States.
Yes. Print the PDF or fill it with any PDF annotation app; the letters open in Word, Google Docs or Pages; the tracker opens in Excel, Google Sheets or Numbers.
Buy it and forward the download email, or print the workbook and bring it in a folder. Both are allowed for personal use.