Table of contents, emergency contacts, and bank accounts worksheets from the Leo Kit Digital PDF

Everything they'd need to know, typed once and ready to find.

A single fillable PDF that holds the emergency contacts, account details, and instructions your family would spend days trying to piece together, including where to find your will. Fill it out once, keep it wherever you already keep things you don't want to lose.

64 worksheets 14 sections
Buy Now, $29 Instant download after checkout

When something happens, decisions don't wait

The questions come fast. Where's the will. Who has power of attorney. Which accounts exist and where. What did they want done with the house.

Most of that information exists somewhere. It's just scattered across drawers, old emails, sticky notes, and half-remembered conversations, which means someone has to go looking for it at the exact moment they have the least capacity to look.

The Leo Kit Digital PDF puts all of it in one place before that moment ever comes.

What's inside

1

64 worksheets, one file

Guided prompts covering everything from bank accounts to burial wishes, organized into 14 clear sections so nothing important gets missed.

2

Nothing left to guess at

Every worksheet asks the specific question your family would need answered, and points to what to do next, rather than just a fact to record.

3

Yours to store and share

Save it to your computer, keep a copy in the cloud, print it out and file it away, or send it to a spouse or family member, wherever makes sense for you.

How it works

Every worksheet is designed around one question: can someone else step in and act if you're not there?

1
Findable

One file, wherever you save it, not scattered across folders, tabs, or accounts.

2
Legible

Typed fields mean no one has to decipher handwriting during an already hard week.

3
Actionable

Each worksheet points to a next step, so whoever opens it knows what to do.

4
Authority-aware

Clarifies who can act and what's needed, even when the legal documents themselves are stored elsewhere.

5
Updateable

Fill in what you know now, and reopen the file anytime to add more, no account needed, nothing to start over.

Why Leo exists

Built after loss. Designed for what comes next.

Over the past sixteen years, Mike Ward helped his family navigate the deaths of his dad, mom, father-in-law, his wife's stepmom, his 42-year-old brother Brad, and his son Cameron. Each time, he was left making urgent decisions with almost no information to work from.

Leo exists so the people you love don't have to start from nothing.

Read the full story
Mike Ward, founder of Leo

What people are saying

★★★★★

“It's one place where my family can find everything they need. If something happens to me, it's all right here. You don't have to go looking elsewhere.”

Garn Arnold
★★★★★

“I wish I'd had this when my mom died three years ago. We spent days just trying to hunt down the family trust papers.”

Lori Durrant
★★★★★

“I keep thinking about how I feel, a sense of security and relief, knowing everything is taken care of.”

Sherry Arnold
★★★★★

“Leo is amazing! It helped me think about and address planning issues that I never would've thought about on my own. It's definitely worth the price. It's a great product with amazing value.”

Jon Gunther

Ready to get it in place?$29, instant download after checkout

Buy Now, $29

Who it's for

This is for you if:

  • You have aging parents and no one has documented anything
  • You're the one your family would call first in a crisis
  • You've been through a loss and vowed never to leave your family in that position
  • You have a spouse or partner who wouldn't know where to start
  • You want to start today, with a file you can open right now, no shipping and nothing to wait for
Leo Kit Digital PDF worksheet

Digital or physical, whichever fits how you keep things

Both cover the same 14 sections. The difference is the format.

This page

Leo Kit Digital PDF, $29

  • Typed, not handwritten, so it's easy to read later
  • Save it to a shared drive, like Google Drive, so more than one person can access it
  • Instant download, nothing to wait on
Buy Now, $29
Also available

Leo Kit, the physical kit

  • A guided kit you fill out by hand, no screen required
  • Something tangible to keep in a drawer or safe and pass down
  • Printed pages already organized into the same 14 sections
See the physical Leo Kit

Common questions


How do I get it after I buy it?

You'll get a download link by email right after checkout. Save the file to your computer, phone, or cloud storage.


Do I need special software to fill it out?

No. Any PDF reader that supports fillable forms will work, including free ones like Adobe Acrobat Reader. Open the file, fill in the fields, and save.


Can I save my progress and come back later?

Yes. Save the file after filling in what you know, and reopen it anytime to add more.


Is my information private?

Yes. This is just a file. Nothing you type is sent to us or stored on our servers.


Is this a legal or estate planning tool?

No, it's an organizational tool. It helps you document and locate information your family would need. It does not replace a will, trust, power of attorney, or any other legal instrument. For those, consult a qualified attorney. I'm not a lawyer or financial advisor.


Who is Leo built for?

Leo was built for the person in the family who would be the first call in a crisis, the one who coordinates, organizes, and figures things out. Whether you have aging parents and no one has documented anything, a household where one partner handles most of the financial and logistical details, or you've watched a family go through a loss and want yours to be different, Leo exists so that when something happens, the people you love have what they need.


Built from lived experience, by Mike Ward, Founder of Leo

Start today, for $29

No shipping. No waiting. Fill in what you know now, add more later.

Buy Now, $29
Leo Kit Digital PDF, $29 Buy Now