❧

Kin Compass

This personalized checklist will help your family navigate finances, services, communications, and beyond in the days, weeks and months following a loss.

✦ Created by a CERTIFIED FINANCIAL PLANNER™ (CFP®)
$26.99
Private one-time purchase

Customized checklist Local resources Instant access
Your payment was not completed. Click above whenever you are ready.

Grief is different for everyone -- but it's often highly stressful and not linear. KinCompass helps you take care of important items like navigating finances and paperwork, planning services, protecting their legacy, local contact information for relevant services, and more. KinCompass helps preserve your energy for yourself and your family during this hardship, while making sure all the important bases are covered.

10
Categories
100+
Checklist items
50
State resource guides
7
Personalization options

What is inside

10 categories. 100+ items custom to your situation.

Irrelevant sections are removed. Items specific to your situation are added. Nothing extraneous.

OverviewTable of contents and priority items at a glance
1 · First HoursCalls to make, family to reach, what to expect
2 · Memorial & ServiceObituary, service planning, costs, traditions
3 · Notifying OthersPhased outreach: family, work, general contacts
4 · Documents & LegalWill, trust, living will, probate guidance
5 · Financial AuditAccounts, insurance, retirement, debts, taxes
6 · Housing & PropertyOwned home, rented, or nursing home versions
7 · Preserving MemoryVoicemails, photos, social media, handwriting
8 · Personal BelongingsPhysical items, digital accounts, timing
9 · Mail & ServicesUSPS, utilities, phone, subscriptions
10 · Self CareGrief support, children, counseling
State ResourcesProbate court, DMV, unclaimed property links

How it works

How It Works

1
Answer a few questions
Answer a few questions about your departed, including their age, religion, living situation, home zip code, and your relationship to them.
2
We build your checklist
Based on your answers, we build a customized checklist with 10 categories, roughly 100 checklist items, and contact information for relevant services.
3
Work through your checklist
The custom checklist will guide you through what needs to be done, including relevant context. Priority items are noted, but you don't need to tackle it all in order.

Personalized

Built around your situation

Every family's situation is different. Kin Compass adapts across seven dimensions, removing what does not apply and surfacing what matters to you.

Age of the person who passed (65+ or younger)
Religious or cultural tradition (Christian, Jewish, Muslim, Hindu, Buddhist, or secular)
Housing situation (owned home, renter, nursing home, or no separate home)
Your relationship (spouse, adult child, other family, or executor)
Whether minor children were left behind
Your ZIP code for state-specific legal and government resources
Whether they were a veteran or served in the armed forces
CFP®

Created by a CERTIFIED FINANCIAL PLANNER™

While this is created by a Certified Financial Planner, these checklists are for general educational purposes only and do not constitute financial, legal, or tax advice. Consult the services of a specialized estate attorney, financial planner, and/or CPA for professional guidance. For personal use only; redistribution or resale is not permitted.

You do not have to figure this out alone.

Everything that needs to happen, organized for you, one step at a time.

$26.99
Private one-time purchase  ·  Instant access  ·  Printable PDF