Twenty quiet minutes,one cup of coffee.
Start with the first ten things. Name the person who’d need it first. Fill the easy sections. You can stop there and still leave a working first page.
The three parts of the first sitting
0–4 minutes · Part 1
Write the first ten things.
- What would make this binder useful today?
- How many people depend on this household plan?
- Who should this feel written for?
- Who is the first person they should contact?
- Where would they find the home basics and first documents?
- Which institutions should they know exist?
- Where does access usually begin?
- Who should be named as the first person to read it?
- What is the first sentence you want them to read? Optional
- Your first version has a place to keep growing.
Household
Make the home legible: who lives there, where basics are, and what routines should keep going.
What you’ve written
The details you’ve kept on this page.
The spare key is in the ceramic bowl on the walnut sideboard. Lena Patel, next door at no. 14, has another.
Example · fictional details
4–10 minutes · Part 2
Name the person who’d need it first.
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Pick the first reader.
The person who would actually be called: your partner, sister, adult child, or the friend who already knows how your household works.
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Set the boundary.
They are not notified yet. You decide when a link goes out and what it includes.
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Keep it reversible.
Change the person, change the contents, take the link back. The binder stays yours until you decide otherwise.
First Calls
The people to call first, and how they can help.
Nothing is shared until you choose.
What you’ve written
The details you’ve kept on this page.
Jonah knows the family and the family lawyer. Call him before you start making arrangements.
10–20 minutes · Part 3
Fill the easy sections.
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Home and daily life.
Utilities, keys, bins, the Wi-Fi, the people who know the house. Small facts beat perfect completeness.
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Documents without the scavenger hunt.
Where the will, insurance, deed, title, and tax folder live. You can point to originals without uploading every page today.
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The people who depend on you.
School pickups, feeding times, the doctor’s number. Write what you know today; the rest can wait until you are ready.
- 1 First Calls
- 2 Household
- 3 Money & Accounts
- 4 Insurance
- 5 Documents
- 6 Devices & Access
- 7 Bills & Subscriptions
- 8 Care Routines
- 9 A Letter for Them
What Tess sees when she opens the link.
When you send the link, they open it and the binder is already there: no app, no account, no setup.
Addressed to
Tess
Tess, start here. Everything else can wait.
What she needs before anyone else asks: the spare key, who to call first, and where the medications are.
- Spare key. In the ceramic bowl on the walnut sideboard. Lena Patel, next door at no. 14, has the other one.
- Your brother Jonah, 510-555-0108. He knows the family lawyer.
- Medications are in the kitchen drawer beside the fridge.
Sealed details
For the things you’d hand over in person if you could.
Three details you write yourself. Each will be sealed on your device, for the person you name, before it reaches us. They are part of Family, our planned paid plan, which is not available yet.
After today, you decide when to look again.
- Look again when it feels useful. Review your binder when you want to: after a new account, a moved address, or a different person you’d want named. You choose when to open it again.
- Your binder leaves with you. On every plan, including Personal, you can export every page of the binder in two forms: a printable PDF that reads end to end, and a portable archive of the underlying data in plain, documented formats.
- The 60-day check-in is planned. The 60-day check-in and 7-day release window are unavailable today. Direct sharing remains available when you choose.
Start with the spare key and the first call.
Every entry saves as you type, so you can stop after any part.