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Simply the best all-in-one guide for organizing your estate
Organize your life's work using this simple, all-in-one guide with step-by-step instructions written in plain English.
Understanding what’s in Before I Croak
Explore chapters on the basics of estate organization
Why Act Now
Your life can change fast, whether from an accident or illness
You Are Not Alone
Every day in the US 10,000 people turn 65.
Choosing the Right Experts
Estate planning can involve complex legal, financial, and tax considerations.
Trust and Openness
Open communication promotes informed decision-making and familial harmony.
Emotion and Opinion
Independent experts help keep discussions objective.
Tidy Up
Streamlining your possessions becomes increasingly crucial as you exit your 60s.
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Understanding what’s in Before I Croak
Explore chapters on the basics of estate organization
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Why Act Now
Your life can change fast, whether from an accident or illness
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You Are Not Alone
Every day in the US 10,000 people turn 65.
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Choosing the Right Experts
Estate planning can involve complex legal, financial, and tax considerations.
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Embracing Transparency
Open communication promotes informed decision-making and familial harmony.
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Keep Emotions In Check
Independent experts help keep discussions objective.
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Declutter Your Life
Streamlining your possessions becomes increasingly crucial as you exit your 60s.
Forms & instructions
The system has 18 forms that make estate organization easy from start to finish.
Inventory of Safe Deposit Box
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Contact Information for Advisors
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Online Account Passwords
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1. LETTER TO SPOUSE AND LOVED ONES
Record general information on where and how to find things like a safe deposit box, social security numbers, credit cards, and driver's license numbers. 1 page.
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LETTER TO SPOUSE AND LOVED ONES. This can be alot more here but we call this
2. CONTACT INFORMATION FOR ADVISORS
List contact information for your advisors – lawyer, CPA, stockbroker or financial advisor, insurance agent, estate attorney, and more. 4 pages.
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CONTACT INFORMATION FOR ADVISORS
3. ONLINE ACCOUNT PASSWORDS
Manage your online usernames and passwords so that accessing your accounts after your death is effortless; use of a password manager is also an option. 3 pages.
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ONLINE ACCOUNT PASSWORDS
4. INVENTORY OF SAFE DEPOSIT BOX
Track what is in your safe deposit box to protect important and valuable items such as legal documents, family heirlooms, and valuable jewelry. 1 page.
INVENTORY OF SAFE DEPOSIT BOX
5. COPIES OF TITLES, ETC.
Organize copies of deeds and vehicle titles – and keep the originals in your fireproof safe or safe deposit box. 1 page.
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COPIES OF TITLES, ETC.
6. BALANCE SHEET & SUMMARY
Jot down who owns what as well as how and where it is held - bank accounts, brokerage accounts or titled to a trust – and list your liabilities too. 2 pages.
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BALANCE SHEET & SUMMARY
7. RETIREMENT ASSETS, COPY OF STATEMENTS
Inventory your tax-deferred accounts with printed copies of your recent annual statements for each account like IRA’s, 401K, and Keogh. 1 page.
RETIREMENT ASSETS, COPY OF STATEMENTS
8. OTHER INVESTMENTS
Log less common investments in this form like investments in limited liability companies (LLCs), private business interests, and private equity. 1 page.
OTHER INVESTMENTS
9. LIFE INSURANCE POLICIES
Enter details of your and your spouse’s life insurance policies because it should be easy to apply for life insurance proceeds fast. 1 page.
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LIFE INSURANCE POLICIES
10. LIFE INSURANCE TRUST
Write what happens when a spouse dies so it is clear the life insurance will fund the trust, funds can be withdrawn under what circumstances, and so on. 1 page.
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LIFE INSURANCE TRUST
11. SUMMARY OF GAINS
Avoid paying unnecessarily high capital gains tax by recording costs for improvements made to your home or homes like a new roof or a kitchen remodel. 1 page.
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SUMMARY OF GAINS
12. CHILDREN'S TRUST
Summarize in easy-to-understand language the essential pieces of information about the trusts you may have created for your children. 1 page.
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CHILDREN'S TRUST
13. SPOUSE 1 WILL AND TRUST
Write a short, plain-English summary of each of your wills, and the trusts that are created by them, and revisit as circumstances change. 1 page.
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SPOUSE 1'S WILL AND TRUST
14. SPOUSE 2 WILL AND TRUST
Write a short, plain-English summary of each of your wills, and the trusts that are created by them, and revisit as circumstances change. 1 page.
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SPOUSE 2'S WILL AND TRUST
15. CHARITABLE TRUST
Use this form to repeat the process for your charitable trust and include basic information like federal tax ID, trustees, beneficiaries, and so on. 1 page.
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CHARITABLE TRUST
16. POWERS OF ATTORNEY
Overlook the section at this peri: this is where you keep wishes like life support, medical and property powers of attorney. 1 page.
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POWERS OF ATTORNEY
17. FUNERAL PREFERENCES
Make sure your loved ones know what you want by selecting preferences like cremation or burial, epitaph, obituary, and other funeral arrangements. 1 page.
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FUNERAL PREFERENCES
18. WHAT TO DO AFTER I DIE
Use this straightforward checklist so your loved ones can stay on task after you die rather than fumble through this at a difficult time. 1 page.
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WHAT TO DO AFTER I DIE
Forms & instructions
Preview all 16 forms in the Before I Croak system.
Inventory of Safe Deposit Box
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Contact Information for Advisors
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Online Account Passwords
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After downloading, read the book and print the forms.
Use what you need to build your own Before I Croak binder, or apply them as a guide to tailor the information to your needs. Either way, it is never too early, or too late, to put your binder together. You, your spouse, beneficiaries, and other loved ones will feel far more secure once you do.
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Start your Before I Croak binder today.
By carefully organizing your estate plan, you will leave a lasting legacy of care, consideration, and love for those important to you.
Don’t put it off. Your loved ones should be celebrating your life, not complaining about how you dropped the ball in organizing it.
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Enjoy peace of mind.
Failing to take action forces your family and beneficiaries to pick up the pieces when you croak – and we will all croak. Besides the emotional toll that you impose on others, the lack of estate organization means your estate will spend time and money figuring out what you have, where it is, and who gets it.
Don’t make your lack of organization someone else's problem.
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Parting Words
Seek advice from financial, legal, and tax experts. Before I Croak is not a crib sheet for tax avoidance. Nor is it about deciding how to distribute your assets after you are gone. You will not find a single suggestion on investment strategy or how to pick the right type of trust for your situation. Before I Croak contains guidance and a set of tools for you to organize your estate. The estate planning decisions you make as part of the process are yours.
Estate planning insights
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More content
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Start your Before I Croak binder today.
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Newsletter
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Articles & Lectures
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