Ways families use The LifeBinder
Executor checklist
Give executors a practical map of accounts and contacts.
Executors and estate helpers need more than a will. They need a working checklist: banks, insurance, subscriptions, employers, contacts, and where documents live. Without that map, even a clear legal plan stalls in paperwork and phone trees. The LifeBinder helps you assemble an executor-ready information checklist — practical, printable, and private until you share it.
Who this checklist is for
People naming an executor or alternate, anyone who wants to spare family administrative thrash, and helpers who have already been asked to step in someday. If you have ever said “they’ll figure it out,” this page is the antidote.
What executors actually need
A roster of institutions and people to contact, policy and account identifiers at a useful level of detail, locations of legal documents, digital access pointers, recurring obligations to cancel or continue, and notes about your wishes where appropriate. Pair this with proper legal documents — The LifeBinder does not create wills or provide legal advice.
How The LifeBinder helps
Use the guided plan to inventory the same categories an executor will hunt for. Start on your device with no account. Export a PDF for your attorney folder or home safe. Create a free account for cloud save and premium layout. Upgrade to Share when you want your executor to have view-only access before a crisis forces a scavenger hunt.
Hand off with intention
Executor information should be available to the right people at the right time — not floating in shared family chats. Draft privately, print carefully, and use view-only sharing when you are ready. That is how The LifeBinder is meant to be used.