One for now. One for after.
Most families eventually need both — a record for while someone is living, and a record for after. They are designed to hand off from one to the other, and buying them together costs less than buying them one at a time.
The Household Record
Accounts, passwords, and a monthly budget — the workbook a family uses to keep day-to-day affairs in one place.
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The Estate Record
Executor duties, the inventory, the accounting, and closing — the working record for settling an estate.
See the full recordWhy the pair
One arc, covered end to end.
The Household Record is built for the years someone is still living — the accounts, the passwords, the budget. The Estate Record is built for after — the inventory, the accounting, the closing. Together they cover the full arc, and one hands off cleanly to the other.
Both records, both formats — fillable PDF and print PDF for each. That is $14.99 less than buying them separately.
All sales are final. Digital downloads — once payment is received, no refunds are given.
Records and worksheets, not advice.
The Household Record and The Estate Record are personal organizers and worksheets. They are not legal, tax, or financial advice, and not a substitute for a qualified attorney, accountant, or financial advisor.
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