Learn

Estate & legacy planning guides,
in plain English

Every family that’s settled an estate tells the same story: the paperwork existed, but nobody knew where it was or what was missing. These guides are about fixing that — what to gather, what most people forget, and how to hand it over so the people you love never have to hunt.

The guides

Start anywhere — they fit together

The binder guide covers the container, the checklists cover what goes in it, and the accounts guide covers the part that never makes it onto paper.

Guide + free template

Mental-health advance directive: keep the pen in your hand

A diagnosis takes a lot of decisions out of your hands — this one stays yours. What a mental-health advance directive is, why to write one while you’re well, and what to put in it. Comes with a free plain-language template you can fill in.

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Guide + free checklist

The death binder: what it is, what goes in it, and where it falls short

Section by section, what belongs in a death binder — wills, directives, the account map — plus the failure mode nobody mentions: the binder your family can’t find. Comes with a free printable checklist.

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Checklist

The estate planning checklist: 12 documents your family needs

The complete document checklist — wills, trusts, powers of attorney, healthcare directives, deeds, policies — and how to make sure the people who need them can actually find them.

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Complete guide

End-of-life planning checklist: the complete guide

A step-by-step walk through documents, accounts, passwords, and wishes — and how to hand it all over so your family walks in with a map instead of a flashlight.

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Plain answers

What happens to my accounts when I die?

What actually happens to bank accounts, email, subscriptions, and logins after death — and why paperless billing and autopay make estates invisible to the family settling them.

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Why we write these

Getting organized is a gift — if it can be found

A finished binder or checklist is one of the kindest things you can leave the people you love. But a binder in a drawer only works if your family knows it exists, where it lives, and whether it’s current — and only after someone is there to open it.

That’s the gap Trusted Directive exists for: a secure vault today, with Gap Discovery alerts for which documents are missing and a Verify-Silence Release Protocol so your Trusted Contacts can reach what you’ve prepared in an emergency — incapacity included, not just death — both in development for alpha.

See how Trusted Directive works

What the guides help you cover

  • Will, trust, and powers of attorney
  • Healthcare directives and proxy designations
  • Insurance policies, deeds, and titles
  • The account and password map — the part paper misses
  • A plan for who gets access, and when

Not sure what you’re missing? Start with the estate planning checklist.

Prefer the guides delivered — plus early access?

Join the waitlist and your invite lands the day Trusted Directive opens. No spam, no surprise renewals — the price is $120 year one, $60 a year after, and we say so everywhere.

Join the waitlist — your invite lands the day we open.