01
What is this?
An education-and-organization readiness kit for assets, records, beneficiary questions, family information, and the topics people often need to discuss with a qualified professional.
All Life Kits
Clarity for what matters
Protect What You’ve BuiltAsset & Legacy Readiness
Bring your important information into view, learn the questions behind asset and legacy planning, and prepare for the next conversation—at your own pace.
One-time kit
$39
Educational-use boundary: This kit is for education and organization only. It does not create legal documents, direct asset transfers or retitling, choose beneficiaries, tell you whether you need a will or trust, or provide individualized legal, tax, insurance, investment, or financial advice.
Privacy reminder: record where documents and access instructions are kept—not passwords, full account numbers, government IDs, private keys, or document images. Decide carefully who should know the location of your locator.
Get this Life Kit — $39
One-time purchase for educational guidance and organization tools—not individualized advice.
- 1
Make an inventory, not a decision
List the broad categories of accounts, property, records, contacts, and unknowns that exist. Do not guess or make changes from this list.
- 2
Find the document locations
Use the family document locator to note where original records are securely kept and which questions still need answers.
- 3
Prepare the next conversation
Choose one topic to learn about, review after a major life change, or take to a qualified professional with your questions and existing documents.
Learn it in plain English
The questions behind the next step.
02
Why does it matter?
When important information is scattered or unfamiliar, it can be difficult for you or your family to know what exists, where records are kept, or which questions need attention.
03
Do I need this?
Use it if you have accounts, property, dependents, growing records, a business, or simply want a calmer way to prepare questions. It does not decide which legal documents you need.
04
What do I need?
Gather only existing information: broad asset categories, account and property records, insurance declarations, tax or business records, existing documents, trusted contact information, and a list of unknowns.
05
How do I do it?
Complete the inventory and locator, learn the definitions, use official sources for state-specific research, and prepare questions. Do not use the kit to sign, create, fund, transfer, retitle, or select anything.
06
What could go wrong?
Making changes based on a generic checklist, overlooking state-specific rules, or storing sensitive details in an unsafe place can create risk. Pause and get individualized help for a personal decision.
07
When should I get help?
Qualified help may be appropriate when you have a deadline, cannot understand a document, have complex family or ownership circumstances, own a business or multiple properties, have tax or coverage questions, or want individual advice.
08
What’s next?
Set an annual review reminder and a review-after-major-life-change reminder. Take your inventory, locator, existing documents, and questions to the next conversation if you choose professional help.
Practical tools inside
- Asset and account inventory by category—not account credentials
- Beneficiary-review education worksheet and questions list
- Mortgage-protection and housing-continuity research organizer
- Will, trust, power-of-attorney, and healthcare-directive learning prompts
- Digital-estate categories and family document locator
- Annual and major-life-change review tracker
Questions you can take with you
- What accounts or policies may have beneficiary designations, and where can I confirm the current information?
- What existing documents do I have, where are originals kept, and what state-specific questions should I research?
- What should I bring and ask if I choose to speak with a licensed attorney, tax professional, insurance professional, or financial professional?
Keep your place
Progress that feels honest.
Not StartedWorking On ItLearn About ThisNeeds AttentionCompleted
Three paths, your choice
Start with understanding. Choose support when it helps.
Path 1
Do it myself
Complete the inventory and locator, learn definitions, use official state-specific resources, gather existing records, and write down unknowns rather than guessing.
Path 2
Prepare for qualified help
Bring your inventory, locator, existing documents, and questions to an appropriately licensed attorney, tax professional, insurance professional, or financial professional when individual guidance is needed.
Path 3
Optional resources
Review optional resources only after the education and professional-help pathways. Optional resources never replace a licensed professional, official agency, or state-specific information.
Take the guide at your own pace. Start with understanding, then choose the next support that fits your situation.
CoCoMo provides general educational guidance and organizing tools. For current rules, requirements, or individualized advice, use the relevant official source and consider a qualified professional when appropriate.