PEP Binder
The binder helps you gather important information that will simplify the process of your care and estate.
Who to contact
Accessing important documents
Handling and accessing significant accounts
Gathering benefits
Managing your estate
Recording your caregivers, daily medications, and a medication log
Planning funeral services
The binder helps you gather important information that will simplify the process of your care and estate.
Who to contact
Accessing important documents
Handling and accessing significant accounts
Gathering benefits
Managing your estate
Recording your caregivers, daily medications, and a medication log
Planning funeral services
The binder helps you gather important information that will simplify the process of your care and estate.
Who to contact
Accessing important documents
Handling and accessing significant accounts
Gathering benefits
Managing your estate
Recording your caregivers, daily medications, and a medication log
Planning funeral services
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So much more than a binder – it’s an act of love.
The Personal Preparedness Binder (PEP) is designed to assist you in compiling the necessary information for your care and estate closure.
Each three-ring binder contains ten sections, complete with an explanatory worksheet and a blank worksheet to begin your documentation. The three-ringed binder allows you to update content and add documents as your information changes.
Upon ordering the binder, you will receive an email confirmation with a digital copy of each worksheet, which you can save, update, and print from your computer. Additionally, each binder tab features a QR code and a website link to access short instructional videos on the respective topics, useful for initial guidance and future reference.
Your physical binder will be delivered within 10 days.
You can also order additional worksheet packets, although we suggest photocopying or printing updated worksheets as needed throughout your personal journey.
What you will find in your binder:
1 – Contacts: The people who should be notified in the event of your passing, either as friends or family, or to help settle your estate.
2 – Document Locations: Records that your POA and executor will need to access if there is a medical emergency and to settle your estate.
3 – Accessing Protected Information: How to access your electronic devices, including relevant websites, passwords, and identity and access codes; as well as access to physical spaces such as your home or safety deposit boxes.
4 – Household Expenses: Expenses that need to be maintained while someone is under care or as part of managing an estate.
5 – Key Accounts: Accounts that may require access and maintenance while someone is under care or as part of managing an estate.
6 – Assets: The assets and income you have or will have, needed by those preparing your estate.
7 – Care: Information, such as medication, caregiver contacts, and schedules to help ensure your prompt and optimal care.
8 – Final Wishes: Your reflections and wishes for the end of your life and the legacy you will leave behind.
9 – Legal Document Inventory: Copies of the legal documents that your POA, or a designated individual may require in case of your illness or passing.
10 – Notes and Documentation: A place to record notes from conversations with doctors, attorneys, accountants, or loved ones.
Please note that this binder does not offer estate planning advice; its purpose is to assist in the gathering of your existing information in one place to be accessible to your loved ones.