The first 30 days, in order.
I walk you through what needs doing after a death, one call and one document at a time, and I help you leave your own affairs just as clear for the people you love.
- Know which call comes first, instead of repeating the same story to one office after another.
- Arrive at the bank or court clerk with the right papers, not with a second trip ahead of you.
- Spare your family the search later: everything they will need, written down in one place.
$22.99 $45.99 one-time payment · printable, instant access
What is inside The Steady Hand Binder
Part 1 · The first 30 days, in order
- A step-by-step sequence for the first days and weeks
- What can wait and what should not
- A clear place to check off each step
Part 1 · Call scripts
- Script for Social Security
- Script for the bank
- Script for the insurer
- Script for the court clerk
- Space to note names, dates and reference numbers
Part 1 · Document checklists by office
- Social Security, banks and probate court
- IRS, insurers and the VA
- Which paper each office asks for and where to get it
Part 1 · Deadline tracker
- All dates collected on one page
- Status at a glance: open, sent, done
- A reminder to confirm details for your state
Part 2 · Your accounts, beneficiaries and insurance
- Fill-in pages for bank and financial accounts
- Beneficiaries at a glance
- Insurance policies and contacts
Part 2 · Digital life, contacts and final wishes
- Digital accounts and how to reach them
- Important contacts in one list
- Funeral wishes and where your will is kept
Does any of this sound familiar?
Everything lands on you at once
Social Security, the bank, the insurer, the court. Each one calls, each one needs something, and you are not sure what comes first.
You keep being asked for a paper you do not have
An original here, a certified copy there. One missing document can mean another call, another letter, another week.
The information lives in one head
Accounts, passwords, policies, where the will is kept. If it is not written down, someone you love will have to go looking for it.
“Grief is hard enough. The paperwork should not be guesswork.”
What the binder keeps in order
The first 30 days
What to do, in what order, week by week.
Call scripts
What to say to Social Security, the bank, the insurer and the court clerk.
Document checklists
Which office wants which paper, and where you get it.
Deadline tracker
Every date on one page, so none of them slips.
Your own affairs
Accounts, beneficiaries, insurance and contacts, filled in by you.
Digital accounts & wishes
Logins, funeral wishes and where your will is kept.
This binder is for you if …
You have just become the executor
You need to know what comes first, who to call and which papers to bring, without piecing it together yourself.
You have lost a spouse or a parent
You are handling the paperwork while grieving and want a calm, clear order to follow.
You want your own affairs in order
You are 60 or older and want your family to find everything in one place, not scattered across drawers and passwords.
Get The Steady Hand Binder today
- Part 1: the first 30 days in order, with a deadline tracker
- Call scripts for Social Security, the bank, the insurer and the court clerk
- Document checklists for Social Security, banks, probate court, the IRS, insurers and the VA
- Part 2: fill-in pages for accounts, beneficiaries, insurance, digital accounts, contacts, funeral wishes and where your will is kept
- Instant access on any device, print as many copies as you need
One-time payment · printable PDF, instant access · organization only, not legal or tax advice · laws vary by state
What you will no longer have to guess
- The one call worth making before the others
- Why the first bank visit so often fails
- The paper nearly every office asks for
- What to write down on every single call
- Which office wants an original, not a copy
- The detail families most often cannot find later
- Why one tracker page saves weeks of confusion
- The account most people forget to list
- What to settle now so no one searches later
- Where to confirm what differs in your state
Frequently asked questions
Is this legal or tax advice?
No. The binder is for organization only: checklists, order of steps, which office wants which document and where to get it. For legal or tax questions, please speak with a licensed attorney or tax professional in your state.
Does it include a will or power of attorney template?
No. There are no will or power of attorney templates. Part 2 simply gives you a place to note where your will and other documents are kept.
Does it work in my state?
The organizing steps apply broadly, but laws and deadlines vary by state. The binder reminds you where to confirm details locally, for example with the probate court clerk.
How do I receive the binder?
Right after purchase you receive an email with a secure link. You can open it on any device and print the pages at home or at a print shop.
I am already a few weeks in. Is it still useful?
Yes. You can start at the step you are on, use the checklists and tracker for what remains, and fill in Part 2 for your own affairs at any time.
Can I use only Part 2 to plan ahead?
Yes. Many people simply want their own accounts, beneficiaries, contacts and wishes written down in one place. Part 2 is built for exactly that.