About

Why this site exists

Most of us were never taught how to hand our important details to the people we love. We learned it the hard way — usually in a week when nobody had the energy to learn anything.

ClearLegacyGuide exists to make that handover boring. Plain English, short steps, and printable pages you can finish at the kitchen table.

How we write

  • Plain language first. If a sentence needs a dictionary, we rewrite it.
  • Official sources only. Anything involving law, taxes, or benefits is checked against a government or state source and linked.
  • No scary words. We avoid words like “death” and “estate” where a plainer one will do.
  • Dates on everything. Every page shows when it was last reviewed.

What we will never do

  • Sell your personal information.
  • Ask you to upload your passwords, account numbers, or documents.
  • Pretend to be a law firm. We are not one, and nothing here is legal advice.

How this site is paid for

ClearLegacyGuide is reader-supported. We display advertisements, and some links may earn us a commission at no extra cost to you. Advertising never decides what we recommend — see our full disclosure.

Contact

Questions, corrections, or something you wish we covered? Get in touch — we read everything.

General information only. ClearLegacyGuide is not a law firm and does not provide legal, medical, financial, or tax advice. Rules vary by state and change over time. Please confirm every form with the official source linked on the page, and talk with a licensed professional before making decisions. Full medical & legal disclaimer