Knowledge in Transitions KIT

A practical guide for the people you love most

When someone dies (or becomes incapacitated), the grief is real and the administration is relentless. Families are suddenly expected to find documents, locate accounts, protect property, manage bills, and make time-sensitive decisions often while they are exhausted and overwhelmed.

Knowledge in Transitions KIT is your ‘how to handle it’ playbook.

​

Inside, you will find clear checklists and worksheets to help your loved ones:

​

- Take the right steps in the first 48 hours

- Identify key people and roles (and who is actually in charge)

- Locate legal documents and important records

– Map assets, accounts, and recurring obligations

- Protect the home and prevent fraud

- Organize digital assets and passwords safely

- Leave caregiver instructions for illness or incapacity

- Provide instructions for guardians of minors and caregivers for pets

- Create a simple system to review and update annually

Leaving clarity instead of chaos when your loved ones need it most.