A 50-page printable PDF · Instant download · $24
The most thorough ICE binder we could build — covering everything from subscriptions to cancel to loyalty programs most families never think about.
Buy the Life & Legacy OrganizerThe one document your family will desperately wish you had filled out.
If something happened to you tomorrow, would your family know where your accounts are? Which subscriptions to cancel? Who to call at your employer? Where your life insurance policy is? Where to even begin?
Most people mean to get organized. Very few actually do it.
The Best Wallet Hacks Life & Legacy Organizer changes that. Print it, fill it out in an afternoon, and store it somewhere safe. That single act is one of the most genuinely loving things you can do for the people who matter most to you.
What's inside all 50 pages
Getting organized
- Binder Location & Trusted Access — where the binder is stored, safe combinations, safe deposit box location, and a table of everyone who has a copy. Designed to be printed and kept separately so people can find the binder without already having it.
- Version History — a table on the cover to log every update, so you always know when it was last reviewed.
- First Week Action Checklist — broken into three tiers: within 24 hours, within the first week, and within the first month. Checkboxes throughout, plus a pre-filled table of government phone numbers (Social Security Administration, Veterans Affairs, IRS, Medicare, Passport Agency, and more).
- Important Contacts — 14 rows for emergency contacts with name, phone, relationship, and notes.
- Document Checklist — 30+ documents across four categories (personal, medical, financial, and legal) with a location column and instructions to cross out anything that doesn't apply.
People & medical
- Personal Information — 2 Adults — each adult gets two dedicated pages: one for personal details, employer, and a medication table; a second full page for important medical history.
- Personal Information — 4 Children — each child gets a full page covering school, teacher, doctor, medical conditions, and a complete schedule & routines section (drop-off, activities, bedtime routine, favorite foods, comfort items).
- Pet Information — 2 Pets — vet, feeding, medications, groomer, and preferred temporary caregiver for each pet.
- Medical Information — 2 pages per person — each person gets their own dedicated pages. Page one includes a 10-row medication table with columns for name, dose, frequency, prescribing doctor, and purpose. Page two adds a supplements & vitamins table, insurance details, Medicare information, and locations of advance directives and DNR orders.
Legal & financial
- Legal Documents — estate attorney, executor, trust type, trustee, and a checklist of key legal documents with location fields.
- Financial Accounts — bank accounts and investment & brokerage accounts with 6 rows each for institution, account type, and login.
- Bills & Recurring Payments — its own full page with 14 rows, so your family can immediately identify every ongoing charge and stop the ones that need to be canceled.
- Income & Debts — outstanding income, pension details for two pensions, and a debts & liabilities table.
- Tax Information — accountant contact, tax software login, and past return location.
- Insurance Policies — 6 policy slots covering life, health, auto, home, disability, and more, each with company, policy number, beneficiary, coverage amount, and agent contact.
Sections most ICE binders skip
- Subscriptions to Cancel — four categorized tables across two pages: streaming & entertainment, software & apps, memberships & physical services, and an additional overflow table. Each row has fields for service, monthly cost, billing account, how to cancel, and a done checkbox. Families regularly lose hundreds of dollars a month on forgotten subscriptions after a death — this section prevents that.
- Loyalty Programs & Rewards — 18 pre-labeled program rows (Chase Ultimate Rewards, Delta SkyMiles, Marriott Bonvoy, Hilton Honors, and more) plus blank rows for any others. Includes account number, estimated balance, phone/URL, and a transferable column. Airline miles and hotel points have real dollar value and many expire after death — this section ensures nothing is lost.
- Employer HR Contacts — one page per person — each person gets their own dedicated page with HR department details and a pre-filled benefits checklist: employer life insurance, AD&D insurance, health insurance (COBRA — only 60 days to enroll), 401(k), pension, and accrued PTO. This is one of the most time-sensitive tasks after a death and one of the most commonly missed.
Property & vehicles
- Home & Property — primary residence and second property on the first page, then a second page with two additional “other property” sections for investment or rental properties.
- Vehicles — year, make, model, registered owner, title location, and insurance for up to 5 vehicles.
End of life
- End-of-Life Wishes — one page per person — each person gets their own dedicated page covering preferred funeral home, burial vs. cremation, cemetery and plot information, prepaid plan details, ceremony preferences, organ donation, and key life details for an obituary.
- People & Organizations to Notify — a full page with 14 rows.
- Obituary Draft — a full lined page to write your obituary in your own words, at your own pace.
- Personal Letters — 4 full pages — one page per letter, with optional writing prompts for a spouse, children, and other loved ones. One of the most meaningful things this organizer makes possible.
- Notes Pages — 3 pages — for overflow information, additional accounts, or anything not covered elsewhere.
Why this one is different
Most ICE binders cover the basics — personal information, account numbers, insurance policies. Those things matter. But they miss the practical, time-sensitive tasks that cause the most stress and the most financial loss.
This organizer was built specifically to close those gaps:
- The Subscriptions to Cancel section prevents families from paying for forgotten services for months after a death.
- The Loyalty Programs section captures accounts worth thousands of dollars that frequently expire and go unclaimed.
- The Employer HR section with its pre-filled checklist ensures no one misses the 60-day COBRA window or forgets to claim workplace life insurance.
- The First Week Action Checklist with pre-filled government numbers means your family doesn't have to figure out who to call and in what order.
- The Binder Location page is designed to be printed and stored separately — because a binder no one can find doesn't help anyone.
What you get
- 1 PDF, 50 pages, US Letter size (8.5″ × 11″)
- Instant download — available immediately after purchase
- Print at home or at any print shop
- Works in color or black & white
- Designed to fit a standard 3-ring binder with tabbed dividers
Who this is for
This organizer is for anyone who wants to stop putting this off. You don't need to be old or sick to need one — you just need to care about the people who would have to deal with things if you couldn't.
It's particularly valuable if you're:
- The main financial manager in your household
- A parent with children at home
- Helping an aging parent get their affairs in order
- Newly married and starting a financial life together
- A business owner with complex accounts and assets
- Anyone who had a close call and realized how unprepared their family would have been
It also makes a genuinely thoughtful gift — for newlyweds, new parents, or anyone going through a major life transition who you know needs to do this but hasn't.
Print it. Fill it out. Store it somewhere safe. Tell someone where to find it.
That's it. You've just done one of the most loving things you can do for your family.
Buy the Life & Legacy Organizer50-page printable PDF · US Letter size · Instant download
Frequently asked questions
Do I need special software to use this?
No. The PDF is designed to be printed and filled out by hand. If you'd like to type into it digitally, any PDF reader that supports form editing (such as Adobe Acrobat Reader, which is free) will work for basic annotations.
What size binder do I need?
A standard 1-inch 3-ring binder is plenty for the 50 pages. Use tabbed dividers to separate each section — the table of contents on page 4 lists all 26 sections with page numbers.
Can I print it in black and white?
Yes. The organizer is designed to be fully readable and usable in black and white, which also saves on ink costs.
What if I only have one adult, one child, or no pets?
Just leave those pages blank or cross out the sections you don't need. The document checklist even includes an instruction to cross out any documents you don't use.
How often should I update it?
At least once a year, or after any major life change — a new job, a new account, a home purchase, a change in beneficiaries, or a new insurance policy. The Version History table on the cover makes it easy to track.
Is this refundable?
Yes, I want you to be happy and it's $24. Email me and we'll make it right.
Buy the Life & Legacy Organizer
