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For W-2 earners who own rentals

If something happens, your family will know where it all is

You have a big job, a few rentals, maybe an LLC or two. Does your spouse know which LLC owns the duplex, who the lender is, or where the operating agreement is kept? This binder puts your whole portfolio on paper, so nobody is left guessing.

Get the binder ($29)Fill-in PDF · type or print · 31 pages · one-time
Made by an investorCover of the If Something Happens investor binder
Why I made this

Regular planners stop at “bank account, life insurance”

I have invested in real estate for 17+ years, and I am a managing broker in Arizona and Washington. Every “when I die” planner I looked at asked for a bank account and a life insurance policy. That is it.

An investor has LLCs, lenders, a property manager, a CPA, leases, and the logins to the books. So I built the binder I wanted: one page per LLC, one page per property, and a page for the team that keeps it all running. Only 24% of U.S. adults even have a will.1 A will says who gets what. This says where it all is.

Real pages from the binder

See what you are filling in

Binder cover page
The cover: whose it is, when it was updated, the 3 rules.
Property page with fields for owning LLC, lender, insurance, property manager, leases and where keys are kept
One page per property: LLC, lender, insurance, PM, leases.
Start here page: type it or print it, three things to grab, and four short sittings
Start here: type it or print it, in 4 short sittings.
What is inside

25 sections, made for investors

  1. 1Start here: 4 short sittings, not one long night
  2. 2How to use it + who can read each page
  3. 3Read this first: the first 72 hours
  4. 4The first 30 days
  5. 5About me + where the originals are
  6. 6Emergency contacts
  7. 7My team: CPA, attorney, PM, lenders, agent
  8. 8Healthcare directive + my wishes
  9. 9Will, trust and powers of attorney
  10. 10My portfolio on one page
  11. 11My LLCs: owners, EIN last 4, who can sign
  12. 12My properties: one page each
  13. 13Bank, brokerage and retirement accounts
  14. 14Life, disability and umbrella insurance
  15. 15What I owe, including personal guarantees
  16. 16What is owed to me + syndications
  17. 17Bills that pay themselves
  18. 18Passwords + digital life: Apple and Google legacy steps
  19. 19Money software + logins: QuickBooks, bank portals, rent tools
  20. 20Other accounts that matter
  21. 21Short-term rentals: how they run
  22. 22Tax records: past 1031s, cost seg, depreciation
  23. 23Final wishes
  24. 24A note to my people
  25. 25Annual update checklist
Private while you are alive

You decide who sees each page

Each page has three tick boxes at the top. Tick one, then file the page behind the matching tab in your binder.

Anytime

Emergency contacts, your doctors, your healthcare directive. The pages someone needs in a hospital waiting room.

If something happens

Accounts, policies, LLCs and lenders. Opens only if you die or cannot act for yourself.

Only me

Private notes for your own use. Keep them in a separate envelope if you like.

Three rules, printed on every page
1No passwords.
2No full account numbers. Last 4 only.
3No Social Security numbers.
Built to stay current

Update it once a year, at tax time

Most people fill in a planner once and never look at it again. This one ends with a one-page yearly checklist you run when you send papers to your CPA. You are already gathering them. States hold about $70 billion in unclaimed money, and about 1 in 7 Americans have some.2 A current binder keeps yours off that list.

Get the binder ($29)
Questions

Before you buy

My CPA and my attorney already handle this.
They each hold a piece. Your CPA has your returns. Your attorney has your will. Neither one has the map: which LLC owns which property, who the lender is, where the leases are, who has the QuickBooks login. This binder ties their pieces together and tells your family who to call first. Bring it to your next CPA meeting and ask what to add.
Is it safe to write all of this down?
The binder is built around three rules printed on every page: no passwords, no full account numbers (last 4 only), and no Social Security numbers. You write where things are, not the keys to them. For passwords, it walks you through Apple Legacy Contact, Google Inactive Account Manager and your password manager’s emergency access instead.
I only have one rental. Is this overkill?
Skip what you do not need. The portfolio map, one property page, your team and the digital life page are a good first evening. The LLC and property pages are made to print again, so the binder grows when your portfolio does.
Do I print it or type in it?
Either, or both. Every line is a fill-in field, so you can type in it with the free Adobe Acrobat Reader (or Preview on a Mac), save it, then print. Or print it and use a pen. Most people type the facts that rarely change, like LLCs and accounts, and handwrite the rest. It is designed in black and white, so it is easy on printer ink.
Is another subscription involved?
No. It is a one-time $29 PDF. Type in it, print it, or both. For comparison, online vault services charge about $100 to $480 a year (see source 3 below).
Is this legal or tax advice?
No. It is an organizer. It does not create a will, trust, power of attorney or healthcare directive, and it does not replace one. It tells the people you trust where yours are. Talk with your own attorney and CPA about your situation.
Instant download

Get it today. Fill in the portfolio map tonight.

$29, one time, no subscription. Pay on Stripe's secure checkout and you land on the download page right away. Type in it, print it, or both.

Get the binder ($29)
Jennifer

Not legal or tax advice. The binder is an organizer and does not create or replace a will, trust, power of attorney or healthcare directive. Laws differ by state.

Sources:

  1. Caring.com wills survey, 2025
  2. U.S. Senate Banking Committee letter to NAUPA, April 2026 and ClickOrlando, May 2026
  3. Vault prices: Everplans ($99.99 a year) and Trustworthy (up to $480 a year).