Easy On Them · The family folder
From $39

Fill in one folder, and your family will know where everything is, who to call and what to do first.

Easy On Them is a fill-in folder for your papers, accounts and wishes. Start with the 25 pages marked Core and your family already has what they need.

From $39 paid once. Nothing is shipped.

Choose your folder · from $39Look inside first
  • Download it right after you pay
  • Type on screen, or print it and write by hand
  • One folder for the two of you
  • Never asks for a password or a full account number
A woman in her seventies at her kitchen table, filling in printed pages with a pen

Your daughter is at the kitchen table with your phone, a pile of mail and a bank on hold. She doesn't know which banks you use. She doesn't know if there is a life policy, or where the will is. She knows you had a system. It was in your head.

What families run into

We studied 20 real public accounts. Here is how many hit each problem.

Look inside

These are real pages from the folder. Tap any page to see it full size.

How it works

STEP 1

Fill in the pages marked Core.

There are 25: who to call first, where the papers are, your accounts, bills, insurance and wishes. Do a few at a time.

STEP 2

Write each fact once.

Other pages point to it by page number.

STEP 3

Tell your family where it is.

Part Two walks them through the first 48 hours, the first weeks and the first months.

What's inside

Part One, About us

16 sections, from who to call first to your funeral wishes.

Part Two, What to do

For your family: the first 48 hours, 21 offices to tell, 5 letters to copy, the executor's job in plain words.

Part Three, Keeping it going

Doing it together, the yearly update, a letter to your family.

The Start Here page of the folder
An older couple going through a binder of printed pages together at the kitchen table

Made for the people who fill it in

Type is 14 point or bigger, with room to write by hand. Most pages have a column for each of you, so a couple fills in one folder, not two.

Not good with computers? Print it and use a pen. Every page works on paper. It is black and white, one topic per page, so you can print only the pages you need.

Checked, line by line

Your family will act on these pages on a hard day. A wrong line costs them time. So we checked all 108 facts in the folder against official US government sources, and rewrote every line that did not match.

The first 48 hours page, with tick boxes for each step

Secrets stay out

The folder never asks for a password, a PIN or a full account number. It asks where they are kept and who knows. If this folder is ever lost, nothing in it opens an account.

Buying it for a parent?

Many grown children are the ones who will make the calls. You can buy the folder, print the Core pages and fill them in with your mother or father over a few visits. Part Three has pages on doing it together.

Then you both know where the folder is kept, and who else knows.

Choose what your family gets

Every choice is a fill-in PDF you type into or print. Paid once. Nothing is shipped.

Printed pages of the Easy On Them folder on a kitchen table, with a binder, a pen and reading glasses

The Family Folder

The 78-page folder. 25 pages marked Core: fill those first.

$39 paid once

Get the Folder · $39
  • Part One: your pages, from who to call first to your wishes
  • Part Two: what your family does in the first 48 hours, weeks and months
  • 5 letters your family can copy
Recommended

Folder + Letters

The folder, plus the letters your family will need to send.

$69 paid once

Get Folder + Letters · $69
  • Everything in The Family Folder
  • 7 more fill-in letters: 12 in all
  • A beneficiary check sheet: every account and policy, who is named, when you last checked

Folder + Letters + Executor Pack

For the person who will settle things.

$99 paid once

Get the full set · $99
  • Everything in Folder + Letters
  • An inventory of what was owned and owed, with values
  • A 12-month task calendar for the executor
  • An expense log and a handover sheet for the attorney or accountant

Right after you pay, you go straight to a page with your files to download.

Digital files, so all sales are final.

Questions

Is this a printed book?
No, a PDF. Print it or type into it.
Must I fill in all 78 pages?
No. Start with the 25 marked Core.
Does what I write go anywhere?
No. It stays in your saved file or on your paper.
I'm not good with computers. Can I still use it?
Yes. Print it and write by hand. Every page works on paper.
Can I buy it for my mother or father?
Yes. You get the files right after you pay. Print them for your parent, or send them the PDF.
Does it replace a will?
No. It sits next to your will and tells your family where the will is and who to call.
Which programs open it?
Any PDF reader opens and prints it. We tested typing and saving in Apple Preview on a Mac.
A grown daughter beside her elderly mother at the kitchen table, turning the pages of a filled-in binder

Fill in the 25 pages. Then, on the day your daughter sits at your kitchen table, she opens one folder instead of a pile of mail.

Choose your folder · from $39