The Digital Counterpart to the Traditional Estate Binder
Estate planning attorneys give clients a massive leather binder that sits forgotten on a shelf. Estate Plan Binder brings this into the modern era—accessible, searchable, up-to-date, and guaranteed downloadable.
Comprehensive 8-Chapter Organizational Structure
Every chapter has been meticulously curated from legal best practices and family feedback to cover every detail your survivors will need.
1. Vital Identification & Family Contacts
Emergency contacts, trusted advisors, primary physicians, close relatives, and official personal identifiers.
- Full legal names & aliases
- Immediate emergency tree
- Estate attorney contact
- CPA / Tax accountant info
- Financial advisor coordinates
2. Wills, Trusts & Powers of Attorney
The legal foundation of your estate plan. Never leave your family wondering where the signed original copy is stored.
- Physical binder & safe location
- Dated Will revisions
- Revocable Living Trust details
- Successor Trustee names
- Healthcare & Financial POAs
3. Bank Accounts & Liquid Assets
Checking, savings, money market, CDs, and safe deposit boxes with branch coordinates and joint holder notes.
- Financial institutions
- Account designations
- Branch locations
- Safe deposit box key location
- Authorized signatories
4. Real Estate, Titles & Property
Primary residences, vacation homes, rental investments, deeds, mortgage providers, and property insurance records.
- Deed holding titles
- Mortgage loan numbers
- Property tax IDs
- Homeowner insurance policies
- Rental tenant agreements
5. Life Insurance & Annuities
Every policy you've invested in to safeguard your loved ones, organized so benefits are never left unclaimed.
- Policy numbers & underwriters
- Primary beneficiary names
- Contingent beneficiaries
- Death benefit totals
- Claims specialist phone numbers
6. Digital Legacy & Online Access
Online portals, social media memorialization, cloud storage repositories, and password manager master emergency kits.
- Email primary accounts
- Password manager guidance
- Cloud photo archive access
- Cryptocurrency/Hardware keys
- Domain/Subscription cancellations
7. Healthcare Wishes & Directives
Living wills, DNR orders, palliative care preferences, and organ donation wishes documented with total compassion.
- Living Will execution date
- Healthcare surrogate designation
- Palliative care preferences
- Organ donation preferences
- Hospital preferences
8. Memorial Directives & Final Wishes
Personal letters to children and spouses, memorial service guidance, obituary notes, and charity bequest desires.
- Memorial or funeral choices
- Burial/cremation requests
- Letters to loved ones
- Charitable endowment desires
- Personal belongings distribution
Ready to organize your estate in a calm, modern online binder?
Take 10 minutes to try the beta on esbinder.m360api.dev and tell us what you think.