How it works

Four sections. 35 subsections. One binder.

The Legacy Binder is a guided system. Each section walks you through a specific part of your family's life — and asks the right questions in the right order. Auto-save means you never lose progress. Most people finish their first section in under 15 minutes and the full binder in about two hours.

1. Key Family Information (Household)

The day-to-day operating manual for your household — who to call, where things live, what your family needs to keep running.

Emergency contacts (family, friends, neighbors)
Primary care, specialists, dentists, vets
School and childcare details
Daily routines and household schedule
Pet care instructions and vet records
Property and home details (utilities, alarm codes)
Vehicle records and registration
Trusted professionals (attorney, accountant, advisor)
Important dates and family birthdays
Household passwords and Wi-Fi
Guardianship and childcare instructions
Religious community and faith contacts

2. Financial Continuity

Everything your family needs to keep money flowing, bills paid, and benefits claimed.

Bank and credit union accounts
Credit cards and lines of credit
Life, health, home, and auto insurance
Beneficiaries and policy contacts
Recurring subscriptions and memberships
Loans, mortgages, and debts
Investments and brokerage accounts
Tax documents and CPA contact
Passwords vault for financial accounts
Safe deposit box / safe combination
Cryptocurrency and digital assets

3. Employment Hub

The full picture of your work history, benefits, and retirement so nothing falls through the cracks.

Current and past employers
Workplace benefits (health, dental, FSA/HSA)
401(k), IRA, pension, and retirement accounts
Workplace life insurance and AD&D
Stock options, RSUs, and equity grants

4. Need-to-Know Files (Important Documents)

The documents and wishes that decide what happens next — wills, deeds, medical directives, funeral plans, family stories.

Wills, trusts, and powers of attorney
Deeds, titles, and property records
Medical records and advance directives
Funeral and memorial wishes
Family stories and history to pass on

When life happens

If something happened tomorrow, would your family know where to start?

These are the moments families face when the unthinkable happens — or when the thinkable just happens fast.

The Scavenger Hunt

Your family doesn't know which bank you use. They don't know your insurance company. They can't find the will you wrote three years ago. While they're grieving, they're also playing detective — calling every institution, hoping someone picks up.

The Locked-Out Inheritance

Your spouse can't access the joint account because the password manager only had your fingerprint. Your kids can't log into your phone to see who to call. Your retirement beneficiary form was never updated after the divorce.

The Stories You Meant to Share

The recipes only you knew. The stories about your grandparents. The advice you wanted to give your kids about marriage. The funny moments you wanted them to hear. All of it lived in your head, and now your head is gone.

The Legacy Binder is the system that makes sure none of this happens to your family.

Your data is safe

Built like a vault. Treated like a diary.

You're trusting us with the things your family will need most. Here's exactly what protects them — in plain English.

Locked up tight

Bank-grade TLS in transit. AES-256 encryption at rest. The boring stuff, done right.

We never see your card

Stripe handles every payment. Your card numbers never touch our servers — not even for a second.

No password to lose

Your binder, your eyes only

Row-level isolation in our database means no other user can ever see your data. Not even by accident.

Wipe it anytime

One button in your settings clears your binder. Your data, your call — always.

Never sold. Period.

No ads, no data brokers, no "partners." You pay us directly — that's the whole deal.

How we keep your data safe Read our Privacy Policy

But why not…

We get the question. Here's the honest answer.

There are other ways to organize your family's information. Here's why most of them quietly fail.

Compared to…

A Google Doc

It's a blank page. You don't know what to ask, what to include, or what to skip. And nobody opens a Doc in an emergency.

The Legacy Binder asks you the right questions, in the right order, and produces a printable document your family will actually use.

Compared to…

A Fillable PDF

It works once. Then life changes — new account, new baby, new policy — and the PDF is suddenly out of date. Updating means starting parts over.

The Legacy Binder updates with you. Re-export your PDF anytime, free, for life.

Compared to…

A Password Manager

Password managers store passwords. They don't store medical history, memorial wishes, your child's allergies, or the recipes your family wants to keep.

The Legacy Binder stores the things passwords don't — the human details that matter most when you're not there.

Compared to…

Everplans

Subscription pricing (typically $75–$95/year). If you stop paying, you lose access to the tool that holds your family's plan.

The Legacy Binder is $97 once, lifetime. You also get a printable PDF and Notion template — your binder works even if a service ever goes away.

Compared to…

Trust & Will / Estate Planning Software

These create the legal documents (a will, a trust). They don't organize the day-to-day information your family needs to find and act on those documents.

The Legacy Binder is the operating manual that sits alongside your legal estate plan. Most families need both — not one or the other.

Compared to…

“I'll Get to It Later”

67% of U.S. adults have no estate plan at all (Caring.com, 2024). The most common system is also the most dangerous — most families don't get to it later, they get to it never.

The Legacy Binder lets you start in 5 minutes. Free. No credit card. The first emergency contact takes one minute.

Source: Caring.com 2024 Wills and Estate Planning Study. Comparison details based on publicly available information at time of writing.

Ready when you are.

Try every section free. Pay $97 once for Founder Lifetime access when you're ready to download your PDF and unlock the Notion template.

Start free Read the FAQ