Closing Notes
A guided form that walks you through your accounts, documents, final wishes, and key contacts — then generates a clean, formatted PDF you can store, print, or share.
Closing Notes
One-time purchase — no subscription
Secure checkout. You'll be redirected to the form immediately after payment.
What it is
When someone dies, the people they leave behind have to find everything: bank accounts, insurance policies, login credentials, wishes for the funeral, who to call, where the will is kept. Most of the time, that information is scattered across emails, notebooks, and memory. Closing Notes puts it all in one place — clearly, completely, and in a format anyone can use.
What's inside
Closing Notes covers every category your family will need — in plain language, with room for the details that actually help.
How it works
Work through each section at your own pace. Every field has a plain-language prompt. Save your progress and come back whenever you want.
When you're ready, generate a clean, formatted PDF. It looks like a professional document — because it should.
Keep a printed copy somewhere accessible, and a digital copy in a secure location. Then tell your executor or a trusted family member where it is. That last step is the most important.
Sample preview
Closing Notes generates a clean, formatted PDF — not a filled-in form. Professional enough to hand to an attorney. Clear enough for anyone to use.
Financial Accounts
Life Insurance
Final Wishes
Key Contacts
Common questions
Yes. Your information is processed in your browser and used only to generate the PDF. We do not store, log, or transmit your personal data to our servers. Once you close the page, it's gone — which is also why we recommend downloading and saving your PDF promptly.
Yes. The form auto-saves as you go, so your data is always there when you return on the same device. To access it from a different device — or to make sure your data is never lost — use the "Save my data" button to download a backup file. When you return, click "Load my data" to import it and pick up exactly where you left off. We recommend reviewing your document once a year and after any major life change — a move, a marriage, a new financial account.
No. Closing Notes is a record-keeping document, not a legal document. It doesn't replace a will, a trust, or an advance directive — it records where those documents are, along with everything else your family will need. Think of it as the instruction manual for your estate.
A clean, professionally formatted PDF — with your name on the cover, organized sections, and legible typography. It's designed to be printed and kept in a physical file, or stored digitally alongside your other important documents.
Fill in what you have. Every field is optional — the Organizer skips blank fields in the final PDF so it doesn't look incomplete. A partial document is dramatically more useful than no document. You can always return and add more.
No. A will is a legal document that determines how your assets are distributed after death. Closing Notes is a practical record — it tells your family where your will is, who your attorney is, and everything else they need to act on it. They work together, they're not interchangeable.
Closing Notes takes about an hour to complete. The clarity it provides lasts far longer.
Buy Closing Notes — $29