The Weekend Family Binder

No, it's a download. You get the binder as a PDF to print (US Letter or A4), a large-print edition, a fillable PDF you can type into, and a spreadsheet for Excel or Google Sheets. Your download buttons appear as soon as you've paid.

Yes. Your will says who gets what. It doesn't say where anything is: which bank, which policy, how to get into your phone, who to call first. The binder is the map that sits next to your will. Its Lawyer-Ready section lists what to check with your lawyer.

Yes. It records where things are, so it helps as much with one bank account as with ten. A checking account, a small life policy, a car, a phone and the bills that must keep being paid are exactly what families get stuck on. You only fill in what applies to you.

The binder is a file on your computer, or a printed binder at home. We never see what you write in it. It never asks for passwords or full account numbers: only the last 4 digits and where the paperwork is. Keep it somewhere safe and tell two people where it is.

They'd find a list of bank names and phone numbers, and nothing that opens an account. The binder never holds a password, PIN or full account number. Those go through the Password Handover Method: emergency access and legacy contacts set up with each company, plus one sealed sheet you keep apart from the binder.

Not if you look at it once a year. The Annual Review is a 30-minute checklist for that, with the date written on the cover. Most entries don't change: where the will is, who to call, what you want. Update the few that do.

A blank form is easy to find and easy to give up on. Ours shows every page already filled in for a sample family, so you always know what to write, and the 90-minute Quick Start gets the parts that matter most done first.

Keep it: the binder works with it. The Password Handover Method walks you through turning on its emergency access and your phone's legacy contact. A password manager doesn't hold where the will is, which policies you have, who to call, or what you want for your funeral. The binder does.

No. It organizes information and wishes. It doesn't replace a will, a power of attorney or a healthcare directive, and nothing in it is legally binding. The Lawyer-Ready section explains the five things to ask a lawyer about.

Yes. Print it and fill it in with a pen. Every section says what to write and where to find it, in big, clear type. The phone and password steps are written one tap at a time.

No. Use the fillable PDF or the spreadsheet if you prefer. Many people print it anyway, because a paper binder is easy for family to find and open. One page should be on paper: the Master-Key Sheet. You write it by hand and never type it into a computer.

The Quick Start takes about 90 minutes. The whole binder takes about 6 hours: two mornings.

Start with the 90-minute Quick Start: the steps that protect your family most. Skip any section that doesn't apply, and write "missing" for anything you don't have on hand. After you order, short emails walk you through it a few steps at a time. And if you get stuck, write to Brian: he answers every email himself and will help you finish. The Weekend Guarantee covers you too: do the Quick Start, and if your family still wouldn't know who to call, where things are and how to get into your phone, you get a full refund.

Most of it is practical: accounts, bills, contacts, where the papers are. The personal parts, like funeral wishes and letters, come at the end, and you can skip them. Start with the Quick Start: it's mostly names, numbers and where things are kept.

Yes. If you're ill or gone, someone still has to deal with things: a sibling, a friend, a niece, your executor. Skip the couple's and children's pages. The rest tells that person where everything is and who to call.

Somewhere at home that two people know about, like a drawer or a shelf. Keep the sealed Master-Key Sheet apart from it, for example in a safe or with someone you trust. If you use the fillable PDF, keep a copy where your family can reach it, and tell them where.

No. One binder covers a household. The Couple's Edition, in the Complete bundle, has the shared sections once and the personal ones twice, one for each of you. Buying for a parent or a sibling too? You can add a gift copy at checkout.

Yes. The wording is country-neutral, with notes for the US, UK, Canada, Australia and Europe where the names of things differ. It comes in US Letter and A4.

Ask for a full refund within 60 days of your order, no questions asked: email us, or contact ClickBank at clkbank.com. The Weekend Guarantee is on top of that: do the Quick Start, and if your family still wouldn't know who to call, where your accounts and policies are, and how to get into your phone, you get every cent back. Keep the binder.