PEACE OF MIND STARTS HERE...
Stop Putting It Off. Get Your Essential Documents Organized and Give Your Family the Gift of Clarity
learn more →Grab Yours Free Emergency Grab and Go Index
Get the simple checklist that shows you exactly what documents you need... and where to keep them, so your family has what they need when it matters most.
You're in the right place if you want peace of mind knowing your family won't be left scrambling when life throws a curveball.
NOT SO LONG AGO, I WAS WHERE YOU ARE NOW.
Hey there, my name is Judy.
Over 20 years ago, I lost both my parents within a year of each other. But in the middle of that grief, something unexpected happened...I didn't have to search for answers.
My mother had organized everything. She left us a clear roadmap, and we settled her affairs quickly. No chaos. No guessing. Just clarity when we needed it most.
THAT GIFT CHANGED EVERYTHING.
I had just started my organizing business, and I realized: this is what every family deserves. For the past 24 years, I've helped thousands of families prepare their vital information, so they can give their loved ones the same gift my mother gave me.
I DON'T WANT YOUR FAMILY SCRAMBLING WHEN THEY NEED ANSWERS MOST.
learn more about the Quick Start Course →
THE COMPLETE SYSTEM
Beyond the Estate Plan: Your Complete Guide
The comprehensive resource that walks you through organizing every aspect of your estate—from healthcare documentation to digital assets. With 26 essential forms and Judy's proven CALM Method™, you'll create a complete roadmap your family can follow.
Perfect for: Anyone ready to organize everything and create complete peace of mind.
ACCESS BOOK + FREE FORMS →START WITH THE ESSENTIALS
BTEP: Quick Start Guide
Get the most critical documents organized fast—without the overwhelm. Focus on what matters most: your Emergency Grab & Go File, essential contacts, digital legacy, and the CALM Method™ to keep everything maintained.
Perfect for: Anyone who needs to get started quickly and wants immediate protection for their family.
ACCESS BOOK + FREE FORMS →
It is time to stop putting this off. You want peace of mind, and I want to help.
HERE'S HOW I CAN HELP:
Start with the Free Index
Get your free Emergency Grab & Go Index
The simple checklist that shows you what documents you need and where to store them so you and your family have exactly what they need when they need it most.
Join the Quick Start Course
Take the essential first steps with the Quick Start Course. Get your most important documents organized in 6 guided sessions with coaching support every step of the way.
Go All-In with
Done and Documented
Ready to create your complete estate plan system? The Done and Documented Course walks you through every detail with step-by-step videos & ongoing support.
One of the most important books you will purchase in your lifetime.
"One of the most important books you will purchase in your lifetime - Your kids will thank you too! Fortunately, Judy Guertin created a comprehensive guide that walks the reader through organizing your affairs in a straightforward, step-by-step manner. This valuable resource ensures that your loved ones know where to look to find what they need, no matter the circumstances. The real benefit of this book is the peace of mind it will give you and your family when it is complete."
Hawthorne/ Beyond The Estate Plan Member
User-friendly advice for immediate preparation.
"User-friendly advice for immediate preparation of a - hopefully distant - need. This plan covers all the pre planning needed to assist the heirs in finalizing an estate."
Chrest / Beyond The Estate Plan Member
All that you need
"Clear and concise with all that you need. Makes for a great practical gift too!"
Juliana Kathman / Beyond The Estate Plan Member
NOT SURE WHERE TO START?
Get Your FREE Emergency Grab and Go Index
Know exactly what documents you need, and where to keep them, so your family can find everything in a crisis.
This simple checklist is the first step thousands of families have taken to finally get organized. No more guessing. No more overwhelm. Just a clear roadmap showing you:
✓ What critical documents to gather first
✓ Where to store them for fast access
✓ How to organize so your loved ones can find what they need
✓ What to grab in an emergency or evacuation
It takes just 5 minutes to download—and could save your family hours of stress when it matters most.
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