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PERSONAL LIFE PLAYBOOK™

Because your life's important life details shouldn't live only in your head.

What would happen if someone had to step into your life tomorrow?

Could they find the logins, contacts, instructions and preferences that keep your world running smoothly?

 

The truth is, most of us have our eseential life information scattered across sticky notes, cloud accounts, saved tabs and mental checklists. We know we should get it all in one place ... someday. But someday rarely shows up on its own.

 

That's why​ I created the Personal Life Playbook™ — an easy-to-use, fillable tool to help you gather your essential details and feel calm, confident and prepared.

🧘🏻‍♀️ Peace of mind, one prompt at a time.

The Playbook includes over 1,000 thoughtfully organized prompts to help you document what matters most — without the overwhelm.

Whether you're planning for the unexpected, sharing responsibilities with a partner or just want a better grip on your daily details, this is your go-to guide.

🧩 What's inside

  • Fully fillable digital framework (Excel file)

  • Over 1,000 prompts across 11 key life categories

  • Designed with neurodivergent and visual thinkers in mind

  • Instant access — start organizing today!

📁 Categories include

  • Devices and passwords

  • Medical information and emergency contacts

  • Financial and legal documents

  • Home maintenance and household operations

  • Subscriptions and everyday bills

  • End-of-life preferences

  • And so much more

🙌🏻 Why People Love It

​“I finally feel like everything isn't just floating in my head."

​“I never realized how many details I'd never shared with anyone, until I started filling it out. 😬"

​“This was the jumpstart I needed to have important conversations with my family."

🛠️ Use it for ...

  • Emergency preparedness

  • Life transitions or moves

  • Estate planning

  • Supporting aging parents or adult children

  • Clarifying responsibilities with a partner or household

Who this Playbook is for (and not for)

You are extremely self-motivated to organize your important life details

You want your loved ones to have clarity — not chaos

You are a savvy spreadsheet user and will customize the file to your preferences

You want our most cost-effective option

 

⛔️ You're looking to understand why organizing this information is necessary

⛔️ You're not yet ready to invest a little time each week

⛔️ You're hoping for a fairy godmother to do this important work for you

💬 You don't have to do it all at once.

Start with what's top-of-mind — and build from there.

 

The prompts are designed to guide — not pressure — you.

 

Every bit you complete is one step closer to clarity, confidence and peace of mind.

🎯 Get your Playbook now

Popular questions about the Playbook

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A note from Kate

If a digital download isn't your thing, check out the other ways we can assist you with legacy and estate organizing.

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