Leo Kit Digital PDF
Leo Kit Digital PDF
When someone dies, the people who loved them are left to piece everything together at once: where the accounts are, who to call, what bills are due, whether there's a will, what they would have wanted. It was never written down in one place.
Leo Kit Digital is a fillable PDF that walks you through 66 worksheets across 14 areas of life, from money and property to emergency contacts, health, legal documents, digital accounts, and personal wishes, so the people you love aren't left guessing during the worst week of their lives. Fill in what you know now, save it, and come back and add more whenever you have a few minutes.
What's inside
66 Worksheets, One File
Guided prompts covering everything from bank accounts to burial wishes, organized into 14 clear sections so nothing important gets missed.
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.
Yours to Store and Share
Save it to your computer, keep a copy in the cloud, print it out and file it away (a Leo Kit physical box makes a natural home for the printed pages), or send it to a spouse or family member, wherever makes sense for you.
14 sections covering everything that matters
- Getting Started
- Immediate Actions & Contacts
- Family & Dependents
- Health & Medical
- Property
- Vehicles
- Finances & Banking
- Income & Assets
- Legal & Estate
- Insurance
- Government Benefits
- Digital Life & Security
- Personal Wishes & Legacy
- When Someone Dies: How to Use This Kit
How it works
Every worksheet is designed around one question: can someone else step in and act if you're not there?
- Findable: One file, wherever you save it, not scattered across folders, tabs, or accounts.
- Legible: Typed fields mean no one has to decipher handwriting during an already hard week.
- Actionable: Each worksheet points to a next step, so whoever opens it knows what to do.
- Authority-Aware: Clarifies who can act and what's needed, even when the legal documents themselves are stored elsewhere.
- Updateable: Fill in what you know now, and reopen the file anytime to add more as things change, no account needed, nothing to start over.
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
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