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Tools / Preparing your people

Before an absence or loss / Downloadable software

Emergency &
Legacy Binder.

Help your people find the right person, the right record, and the practical details you usually carry in your head.

Buy the Binder — $7 ↗

One-time purchase · Application + quick-start guide

Follow Morgan’s handover map
An illustrated walkthrough of the binder’s fictional example.

When this helps.

You want to prepare before an illness, absence, or loss leaves someone else trying to piece things together. Who should they call? Where are the documents? What needs care tomorrow?

Use the binder to record real arrangements and open questions. Review it with the people involved so they know where to find their copy and what they have agreed to do.

Start with the essentials.

Fifteen marked prompts help you begin with contacts, record locations, and key practical details. Progress indicators show which fields you have answered; they do not certify that arrangements are complete or legally effective.

Keep credentials separate. Record the authorized contact or secure access arrangement, rather than passwords, PINs, full account numbers, or recovery codes.

Give the whole picture a place.

Twelve guided sections cover initial instructions; urgent contacts; people and professionals; money; bills; insurance; legal documents; home and pets; digital arrangements; business responsibilities; wishes and three letters; and prompts for your people’s first steps.

The business section gives a coordinator somewhere to begin: who handles the work, where procedures live, and what arrangements need confirmation. For a detailed work handover, use the free Business Handover tool alongside it.

Leave a copy someone can use.

The printed binder includes your entries, ruled lines for unfinished fields, and first-step prompts that reference the contacts and locations you recorded. Use Print / Save PDF, then choose who should hold a secured copy. Printed length depends on your entries and settings.

Your wishes and notes complement formal documents. The binder does not create a will, appoint an executor, grant access, or give someone decision-making authority.

Keep an editable backup.

Save encrypted creates a passphrase-protected file you can reopen in the application. Keep the file and passphrase separately; there is no recovery service. A download link and complete copyable backup text are available if your browser blocks the download.

Encryption protects that exported file. Optional browser saving stores unencrypted entries on the device; plain exports, PDFs, and printouts are also unencrypted. Turn browser saving off when you want to work without retaining that browser copy.

What you receive.

The complete emergency-legacy-binder.html application and quick-start guide in one ZIP. Extract the ZIP and open the HTML in a current desktop browser. It works offline without Excel, a subscription, or a product account.

See an example loads Morgan Lee’s fictional household and Willow Lane Flowers notes. Use them to understand the fields, then replace them with your own information. Export before loading an example over existing entries.

Emergency & Legacy Binder / How it works

A place to begin when you need one.

Morgan runs Willow Lane Flowers. These fictional entries show how a partner can find people, records, and practical instructions.

01 / Begin with a familiar person

Nobody has to hold the whole picture.

Morgan names Taylor as the first contact, then records who can help with specific responsibilities.

First contact

Taylor Lee

Partner · 608-555-0142

Knows the agreed arrangement for finding the binder.
Home & family

Jordan Lee

Sibling · 608-555-0129

Agreed pet care and household support.
Willow Lane Flowers

Dee Patel

Shop coordinator · 608-555-0198

Coordinates the shop schedule; already has agreed access to procedures.
Make the responsibility recognizable.

A name becomes more useful when someone knows why to call. Confirm availability and authority with the people you list.

Illustrated walkthrough of actual sample entries and app features. Names, numbers, and arrangements are fictional.

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.