Leo Kit for Two
You both know the bills get paid. Only one of you knows how.
The Leo Kit for Two is one fillable PDF where a couple writes down what the other would need to know. Fill in what you know now and add more later.
66 worksheets
14 sections
One file for two people
Buy Now, $59
Instant download after checkout
When something happens, decisions don't wait
When someone dies or lands in the hospital, the people closest to them have to piece everything together at once: where the accounts are, who to call, which bills are due, whether there's a will, and what they would have wanted. Most of it was never written down in one place.
When two people share a home, that job usually falls to the one left behind. And often only one of you knows where most things are.
The Leo Kit for Two puts all of it in one place for both of you, before that moment ever comes. Fill in what you know now and come back to add more. Delivered instantly.
What's inside
1
66 worksheets, one file
14 sections in one 210-page fillable PDF. Type into it and save, or print the pages and fill them in by hand.
2
Shared pages for both of you
The things you share, like the home, the bills, the bank accounts, and the insurance, only need to be written down one time, not once for each of you.
3
Your own pages, for each of you
Some things belong to just one person, like important documents, a will, and personal wishes, so each of you gets your own pages for them.
4
Medical information for each of you
Each person has their own medical pages, ready to hand to an emergency room or bring to a doctor's appointment: allergies, medications, current conditions, and medical history.
5
Guidance for whoever steps in
"Start Here After a Loss" and the Immediate Tasks Checklist walk your family through the first hours, days, and months. They follow the chapters of the Leo Guide (walkwithleo.com/kit-guide), sold separately.
6
A checklist for the one left behind
Includes a section on what may need to be updated after a loss, like beneficiaries, powers of attorney, the will, and joint accounts.
7
Fits the physical Leo Kit
The same 14 sections and 66 worksheets as the Leo Kit box, so printed pages slip straight into the matching folder.
The 14 sections
Getting Started · Immediate Actions and Contacts · Family and Dependents · Health and Medical · Property · Vehicles · Finances · Income and Assets · Legal and Estate · Insurance · Government Benefits · Digital Life and Security · Personal Wishes and Guidance · After a Loss: Updating Your Plans
Each person gets their own pages for
Important Documents · Emergency Info · Executor Notes · Family · Medical Overview · Providers and Pharmacies · Advance Directives and Healthcare Power of Attorney · Employment Benefits · Retirement Accounts · Will · Medicare · Digital Life · Access and Security Notes · Personal Wishes
A look inside
A sample of the pages, straight from the actual file.
Cover
Start Here, both names
Important Documents, Person A
Medical Overview, Person A
Table of contents
Immediate Tasks Checklist
After a Loss: Updating Your Plans
Messages to Loved Ones, Person B
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
Why a kit for two
Mike Ward, Founder of Leo“After the first Leo Kit came out, customers kept telling me there wasn't a good place to keep both people's information. A two-person household usually has two birth certificates, two wills, two healthcare powers of attorney, and two lists of medications. So I rebuilt the Leo Kit. The things you share get written down once, and each person gets their own pages for the things that are theirs alone.”
What families say about the Leo Kit
★★★★★
“This past year, I lost my mom unexpectedly. She had always managed everything for my parents' household, and after she passed, we quickly realized just how much information lived only with her. My dad didn't even know how to log into their bank accounts.”
Natalie Devine★★★★★
“After my stepdad died, dozens of people spent weeks sorting through his boxes to find basic essentials, like car titles. My mom is now a widow and I bought her the Leo Kit as a gift to her AND me.”
Crystalee Beck★★★★★
“I had most of this information in my own created format, but it was unwieldy. This kit puts all the information in a simplified yet detailed format. It also asked for data I had not even thought to include.”
Beth RauReady to get it in place?$59, instant download after checkout
Buy Now, $59Who it's for
This is for you if:
- ✓You're married or partners and want each of you to know where everything is
- ✓You share a home with a parent, a sibling, or an adult child and want one kit for both of you
- ✓You're helping a parent whose memory isn't what it used to be
- ✓You've been through a loss and want it to be easier for your own family
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, tablet, or cloud storage.
What do I need to fill it out?
A computer or tablet works best for a file this size. Any PDF reader that supports fillable forms will do, including the free Adobe Acrobat Reader and Preview on a Mac. Or print the pages and fill them in by hand.
Where do I start?
You don't need to fill in everything at once. Begin with Immediate Actions and Contacts and Legal and Estate, the pages your family would need first. Save the file, and come back to add more whenever you have a few minutes.
Do we each need our own copy?
No. One file covers both of you.
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 document?
No. It's a personal record that tells your family what you have and where the originals are kept. It doesn't create a will, trust, or power of attorney. For those, talk with an attorney, if you have one. I'm not a lawyer or financial advisor.
What if I have trouble with the download?
Because the file is delivered right away, digital purchases are final. If you have any trouble opening or downloading it, reach out through our contact page (/pages/contact) and I'll make it right.
Prefer paper? The physical Leo Kit covers the same 14 sections in a box you fill out by hand. Printed pages from this PDF slip straight into its folders.
Built from lived experience, by Mike Ward, Founder of Leo
Start today, for $59
No shipping. No waiting. Fill in what you know now, add more later.
Buy Now, $59
Leo Kit for Two, $59
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