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Get organized for
what comes next

Step-by-step worksheets, checklists, and planning tools for life's hardest transitions. Instant download. Works in Word and Google Docs.

Category bundles

Focused planning tools for the transition you are navigating right now.

Job Loss Survivor Kit

Job Loss Survivor Kit

Lost your job. Know your next move. 14 worksheets for unemployment, COBRA, severance, and financial stabilization.

  • Severance response & negotiation letters
  • COBRA election organizer
  • Health insurance comparison worksheet
  • Budget reduction worksheet
  • Job search tracker & more
$16 one-time
or shop individual templates
Estate & Survivor Bundle

Estate & Survivor Bundle

The to-do list nobody warns you about. 16 documents for estate settlement, benefits claims, and notification letters.

  • First 24 hours guide
  • Survivor benefits organizer
  • Executor introduction letter
  • Bank & credit bureau notifications
  • Digital accounts inventory & more
$16 one-time
or shop individual templates
Divorce & Separation Bundle

Divorce & Separation Bundle

Before you file. Get organized. 14 documents for finances, co-parenting, and protecting your interests.

  • Financial disclosure organizer
  • Asset & property inventory
  • Co-parenting planning worksheet
  • Attorney meeting prep worksheet
  • Post-divorce financial reset & more
$16 one-time
or shop individual templates
Disability & Benefits Bundle

Disability & Benefits Bundle

The system is complicated. Your paperwork doesn't have to be. 15 documents for SSDI, FMLA, and workplace accommodations.

  • SSDI application & appeal organizers
  • Workplace accommodation request (ADA)
  • FMLA leave request letter
  • Daily symptom journal
  • Timeline & deadline tracker & more
$16 one-time
or shop individual templates
Moving & Relocation Bundle

Moving & Relocation Bundle

New state. New address. Nothing forgotten. 13 documents for everything that changes when you move.

  • Address change master checklist
  • Early lease termination letter
  • Utility transfer tracker
  • School transfer request
  • Vehicle registration checklist & more
$16 one-time
or shop individual templates
Retirement Planning Bundle

Retirement Planning Bundle

You planned the career. Now plan the exit. 15 documents for Medicare, Social Security, and legacy planning.

  • Social Security application organizer
  • Medicare enrollment checklist
  • Pension comparison worksheet
  • RMD distribution request letter
  • Legacy letter & more
$16 one-time
or shop individual templates
Free Download

Life Transition Emergency Kit

A starter guide for anyone navigating a major life change. Enter your email to download instantly.

✓ Professionally designed formats
✓ Plain language
✓ State-specific options
✓ Instant download
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