A 20-page fillable planning guide designed by a California estate planning attorney. Complete it once. Update it as life changes. Leave your family ready for anything.
Get Instant Access — $27 → See what’s inside ↓Think about the people who would be left behind if something happened to you.
They’d be dealing with grief — the kind that makes it hard to get out of bed, let alone make phone calls and find documents. And in the middle of all of that, someone would have to figure out:
And they’d have to figure all of it out without you.
Most families don’t realize how much they don’t know until they need to know it. By then it’s too late to ask. What’s left is confusion, conflict, and decisions made in the dark — at the worst possible time.
You can change that. Today. For $27.
I kept meaning to get organized and never did. This guide made it so clear what my family would need — and so easy to give it to them. I finished it in two evenings and felt more at peace than I have in years.S.L., Trust Client · San Mateo, CA
Most people think the answer is a will or a trust. And yes — a formal estate plan is important. But here’s what I’ve seen in years of practice that nobody tells you:
Because a legal document tells your family what you wanted. It doesn’t tell them where to find the account numbers, what your passwords are, who your insurance agent is, what your final wishes look like, or what you’d want your children to know about you.
The legal document protects your assets. But your family also needs a roadmap.
Without one, they’re left piecing together your life from fragments — old statements, forgotten passwords, accounts nobody knew existed — while grieving, while exhausted, while making decisions that can’t be undone.
That’s the gap almost every family falls into. And it’s entirely preventable.
It’s not a legal document. It’s not a will or a trust. It’s the thing that sits alongside your estate plan and makes sure your family never has to guess.
One organized, fillable document that covers every area of your life — legal, financial, digital, medical, household, personal — so the people you love have a clear, complete picture of everything they need to know and find when you’re gone.
You fill it out once. You update it when life changes. You store it somewhere safe and tell one trusted person where it is.
That’s it. One afternoon of work. A lifetime of clarity for the people who matter most.
A 20-page fillable PDF that walks you through every piece of information your family would need if something happened to you. Type directly into the PDF or print and complete by hand. Return to it in sections — you don’t need to do it all at once.
The first people to call — and who knows where everything is.
Will, trust, powers of attorney, vital records — where they are and who holds them.
Banks, investments, retirement, real estate, insurance, debts — all in one place.
Email, devices, social media, subscriptions, and how to access or close each one.
Conditions, medications, providers, insurance, directives.
Guardians, schools, routines, medical info, and your wishes for how your children are raised.
Vet info, care instructions, and who takes them.
Cars, motorcycles, RVs, boats, titles, and loans.
Key staff, clients, continuation plan, and licenses for business owners.
Every utility, service provider, HOA, and home system.
Causes, pledges, donor-advised funds, and bequests.
Disposition, service, music, readings, reception, clothing — your wishes, documented.
Jewelry, art, sentimental items, and who gets what.
Messages now, plus open letters for future milestones they haven’t reached yet.
What mattered most. What you want remembered. In your own words.
The arc of your life, in your own words.
There’s a quiet worry that a lot of people carry. It doesn’t have a name, but you probably know what it feels like. It shows up when you get on a plane, or when you hear about someone who passed away unexpectedly, or when you look at your kids and think about all the things they don’t know yet.
It’s the feeling of knowing something important isn’t taken care of.
When you complete this guide, that feeling goes away. Not because something bad happened. Because you did something about it.
Your family will still grieve. Grief doesn’t have a shortcut. But they won’t be scrambling. They won’t be making calls they don’t know how to make or searching for documents they don’t know exist. They won’t have to guess what you would have wanted because you already told them.
They’ll open this guide and find you there. Organized, thoughtful, and prepared. That’s not a small thing. That’s everything.
Download today. Complete it at your own pace. Store it somewhere safe. Tell someone where it is.
Carmen Rosas is a California estate planning attorney and the founder of Legacy Protection Firm, PC. She has spent her career helping families — especially women, mothers, and first-generation wealth builders — protect what they’ve built and leave clear, organized plans for the people they love.
Her work has been featured in Forbes, HuffPost, Modern Latina, and more. She has spoken at Stanford University and led workshops, retreats, and educational events across the country.
Carmen created the “Open When I Die” guide after years of watching families navigate loss without a roadmap — and knowing it didn’t have to be that way.
Legacy Protection Firm, PC serves California families with estate planning, probate, trust administration, and guardianship.