Get the important things in order.

Microsoft Excel 2016 or newer on Windows or Mac, Microsoft 365, and Google Sheets. In Google Sheets, choose File → Import → Upload, or open the file from Google Drive and choose File → Save as Google Sheets.

The tools are spreadsheets and organizers you fill in and keep using. The guides are step-by-step PDFs that walk you through a life event, with checklists, worksheets, the rules that apply and links to official forms. Two guides come with a companion spreadsheet.

Some are and some aren't. National guides, such as Medicare, college, life insurance, moving and the car guide, apply anywhere in the U.S., cite the federal rules, and include a fill-in sheet or notes for the rules that vary by state, with an Oklahoma section. Guides built on state law, such as small claims, deeds, probate, estate planning and buying or selling a home, are Oklahoma editions and say so in the title or description. Small claims, deeds and probate also come in Texas, Florida and California editions, and landlord-tenant law has Texas, Florida and California editions, sold separately.

No. It's an organizer that tells your family where things are and what you'd like. Wills, trusts, powers of attorney and health-care directives have to meet your state's legal requirements, so talk with an estate-planning attorney licensed in your state.

Right after checkout you'll see download buttons, and we email the same links to you. If you lose the email, use Find my downloads and we'll send them again.

Yes, for your own household or your own properties. Please don't share or resell the files.

Because the files are delivered instantly, sales are final. If a file won't open or something isn't working, email us within 30 days and we'll fix it or refund you.