• Estate planning bundle hero: three dashboards fanned together, Legacy Binder, Executor, Trustee, $59
  • One family needs a different file at each stage: before, probate executor, and trust administration
  • Which estate planning dashboard do I need: Legacy Binder, Estate Executor, or Successor Trustee OS
  • Three real exclusive features: Readiness Score, Probate Deadlines calculated, and Beneficiary Equalization
  • What's inside the estate planning bundle ZIP: three dashboard folders plus a START-HERE guide
  • Estate planning bundle price: $83 separately, $59 together, a $24 saving stated plainly
  • Why a dashboard not a spreadsheet: three real quotes from the Legacy Binder, Executor, and Trustee OS
  • Your data stays yours across all three dashboards: no login, works offline, export anytime
  • Who the estate planning bundle is for: before, during probate, and administering a living trust
  • Estate planning bundle instant download: three dashboards, Legacy Binder, Executor, Trustee, $59
  • Estate planning bundle hero: three dashboards fanned together, Legacy Binder, Executor, Trustee, $59
  • Product video
  • One family needs a different file at each stage: before, probate executor, and trust administration
  • Which estate planning dashboard do I need: Legacy Binder, Estate Executor, or Successor Trustee OS
  • Three real exclusive features: Readiness Score, Probate Deadlines calculated, and Beneficiary Equalization
  • What's inside the estate planning bundle ZIP: three dashboard folders plus a START-HERE guide
  • Estate planning bundle price: $83 separately, $59 together, a $24 saving stated plainly
  • Why a dashboard not a spreadsheet: three real quotes from the Legacy Binder, Executor, and Trustee OS
  • Your data stays yours across all three dashboards: no login, works offline, export anytime
  • Who the estate planning bundle is for: before, during probate, and administering a living trust
  • Estate planning bundle instant download: three dashboards, Legacy Binder, Executor, Trustee, $59
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Estate Planning Bundle: Legacy Binder, Executor, Trustee Dashboards (Digital Download)

Item highlights

  • Digital download
  • Digital file type(s): 1 ZIP

Seller's description

One family, three moments, one price. This bundle is the three dashboards that cover the whole arc — before anything happens, after a death, and after a trust — instead of buying each one separately and paying full price three times.

★ WHAT YOU GET: three full interactive dashboards, not three excerpts of one. Each already ships on its own at $26–$29. Bought together here, the same three files are $59 instead of $83 — a $24 saving for buying the set once instead of returning for the second and third when you need them.

**WHAT'S INSIDE — THREE DASHBOARDS**

**1. Legacy Binder OS (the "before")** — everything your family would need if something happened to you tomorrow. Where the will and the accounts are, who to call first, which bills keep going and which stop, and a Readiness Score that shows how complete the binder is and lists every blank still missing. Six tabs: About Me & Key People, Accounts & Assets, Bills & Autopays, Final Wishes & Documents, Readiness Score, and a Handoff Summary your family can read without you in the room.

**2. Estate Executor OS (the "after")** — settling an estate once someone has died. A 60-row asset inventory across 8 categories, a 5-stage account closure tracker for every bank, card and subscription, a family-communication log with an auto-generated update template, a distributions ledger, and a probate deadline calculator that works out your state's statutory dates the moment you enter the date of death.

**3. Successor Trustee OS (administering a trust)** — for a living trust, not probate court. Trust & roles with every beneficiary's share entered once, an asset inventory that flags anything not yet retitled into the trust, a principal-vs-income receipts ledger, a Beneficiary Equalization Ledger that shows who is ahead and who is behind before you write the next cheque, duties and deadlines, and a one-click accounting summary for your attorney.

**WHO EACH ONE IS FOR**
- No death yet, just getting the "if something happened to me" file in order → **Legacy Binder OS**
- Named executor, a will, and a probate court involved → **Estate Executor OS**
- Named successor trustee of a living trust, no probate court → **Successor Trustee OS**
- One family can meet more than one of these moments over the years — that overlap is why this is a bundle instead of three separate purchases

**FILES INCLUDED**
One ZIP containing three folders — 01-Legacy-Binder-OS, 02-Estate-Executor-OS, 03-Successor-Trustee-OS — each with its dashboard.html and its own save guide, plus a START-HERE.txt that tells you which file matches your situation.

**HOW IT WORKS**
Three separate HTML files. Double-click any one and it opens in Chrome, Safari, Edge or Firefox. Each saves to your own browser as you type — no login, no account, no subscription, no internet needed after download. Export a JSON backup from any of the three whenever you want. Each dashboard carries its own four-way theme control: colour, background, typeface and text size.

**WHAT IT IS NOT**
These are organizing tools. None of the three is legal advice, accounting advice, a will, a trust document, or a substitute for an estate attorney, a CPA, or your state's probate court. Every date, dollar figure, and share in all three files is one you enter yourself, from your own documents. Have the attorney or CPA for your estate or trust review anything before it goes to a court, a bank, or another beneficiary.

**FREE NOTION VERSION**
Prefer Notion? Message the shop after your purchase and I will send you Notion versions of these three dashboards at no extra cost, the same as every other product in the shop.

Three dashboards, one family's whole arc, $24 back in your pocket for buying them together.

INSTANT DOWNLOAD — all sales are final on digital items.

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Price:$59.00

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Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

Estate planning bundle hero: three dashboards fanned together, Legacy Binder, Executor, Trustee, $59

One family, three moments, one price. This bundle is the three dashboards that cover the whole arc — before anything happens, after a death, and after a trust — instead of buying each one separately and paying full price three times.

★ WHAT YOU GET: three full interactive dashboards, not three excerpts of one. Each already ships on its own at $26–$29. Bought together here, the same three files are $59 instead of $83 — a $24 saving for buying the set once instead of returning for the second and third when you need them.

**WHAT'S INSIDE — THREE DASHBOARDS**

**1. Legacy Binder OS (the "before")** — everything your family would need if something happened to you tomorrow. Where the will and the accounts are, who to call first, which bills keep going and which stop, and a Readiness Score that shows how complete the binder is and lists every blank still missing. Six tabs: About Me & Key People, Accounts & Assets, Bills & Autopays, Final Wishes & Documents, Readiness Score, and a Handoff Summary your family can read without you in the room.

**2. Estate Executor OS (the "after")** — settling an estate once someone has died. A 60-row asset inventory across 8 categories, a 5-stage account closure tracker for every bank, card and subscription, a family-communication log with an auto-generated update template, a distributions ledger, and a probate deadline calculator that works out your state's statutory dates the moment you enter the date of death.

**3. Successor Trustee OS (administering a trust)** — for a living trust, not probate court. Trust & roles with every beneficiary's share entered once, an asset inventory that flags anything not yet retitled into the trust, a principal-vs-income receipts ledger, a Beneficiary Equalization Ledger that shows who is ahead and who is behind before you write the next cheque, duties and deadlines, and a one-click accounting summary for your attorney.

**WHO EACH ONE IS FOR**
- No death yet, just getting the "if something happened to me" file in order → **Legacy Binder OS**
- Named executor, a will, and a probate court involved → **Estate Executor OS**
- Named successor trustee of a living trust, no probate court → **Successor Trustee OS**
- One family can meet more than one of these moments over the years — that overlap is why this is a bundle instead of three separate purchases

**FILES INCLUDED**
One ZIP containing three folders — 01-Legacy-Binder-OS, 02-Estate-Executor-OS, 03-Successor-Trustee-OS — each with its dashboard.html and its own save guide, plus a START-HERE.txt that tells you which file matches your situation.

**HOW IT WORKS**
Three separate HTML files. Double-click any one and it opens in Chrome, Safari, Edge or Firefox. Each saves to your own browser as you type — no login, no account, no subscription, no internet needed after download. Export a JSON backup from any of the three whenever you want. Each dashboard carries its own four-way theme control: colour, background, typeface and text size.

**WHAT IT IS NOT**
These are organizing tools. None of the three is legal advice, accounting advice, a will, a trust document, or a substitute for an estate attorney, a CPA, or your state's probate court. Every date, dollar figure, and share in all three files is one you enter yourself, from your own documents. Have the attorney or CPA for your estate or trust review anything before it goes to a court, a bank, or another beneficiary.

**FREE NOTION VERSION**
Prefer Notion? Message the shop after your purchase and I will send you Notion versions of these three dashboards at no extra cost, the same as every other product in the shop.

Three dashboards, one family's whole arc, $24 back in your pocket for buying them together.

INSTANT DOWNLOAD — all sales are final on digital items.

  • Item type
    Digital download
  • Digital file type(s)
    1 ZIP
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Listed on Oct 12, 2026
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