Shared with you by 21st Century Care Solutions
Your estate plan grants authority. Springbook gives people the ability to act on it.
Whether you have chosen a fiduciary to step in for you one day or will have friends or family play a part, Springbook helps you prepare everything they’ll need: your account information, contacts, documents, and wishes, all in one place.
YOUR CODE FOR 20% OFF: 21ST20
FOR CLIENTS OF 21ST CENTURY CARE SOLUTIONS
A NOTE FROM 21ST CENTURY CARE SOLUTIONS
“When you name us as your fiduciary, you’re trusting us to step into your shoes. The more we know about your life, the better we can care for you and the people you love. That’s why we ask our clients to complete a Springbook. It puts your accounts, contacts, and wishes in one place, so when the time comes, nothing is lost and no one is left guessing.”
Julie Menack · 21st Century Care Solutions, Oakland
Free for Clients of 21st Century Care Solutions
Two free guides to start with:
01
Preparing Your Fiduciary: A Checklist for Success
What to do after you sign with us, so the people you have named can step in with ease. The checklist walks through your legal plan and key people, medical readiness, trust funding and beneficiaries, your digital life, and more.
2 pages · printable
02
Document Retention Guide: How Long to Keep Paperwork
Ever wonder how long you should keep certain records? This guide answers that question. Organized by the same 12 tabs as your Springbook, you’ll know what to keep and what can be shredded.
16 pages · printable
The Three Phases of Estate Planning
PHASE 01
Design and execute your legal documents
Complete these with your estate planning attorney.
PHASE 02
Fund your trust and update your beneficiary designations
The free fiduciary checklist above helps you track each step. Ask your attorney about anything you’re unsure of.
PHASE 03
Document vital information with Springbook
Everything your fiduciary will need to know in one place.
Many clients stop after phase one, but phases two and three ensure your plan works the way you intended. Make sure that the person you’ve named can act efficiently on your behalf by finishing all of the phases.
What’s Inside a Springbook
Twelve documents that work like a user manual for everything you manage. More facts at their fingertips, less to the shred pile. Documents are delivered to you in both Microsoft Word and Apple Pages.
Your Files. Your computer. Your control.
01
AT-A-GLANCE
The key facts and people
on one page.
05
ASSETS + LIABILITIES
Every account, property,
and debt in one list.
09
AUTOMOTIVE
Vehicles, titles, loans
and service records.
02
ACCESS
How to get into your phone, computer, and accounts.
06
EMPLOYEE BENEFITS + INSURANCE
Policies and benefits, and
who to call
10
DAY-TO-DAY OPERATIONS
Bills, utilities, mortgage, and all of the people who keep your home running.
03
ESTATE PLAN SUMMARY
How to get into your phone, computer, and accounts.
07
BUSINESS INTERESTS
What you own and who
runs it with you.
11
PETS
Care and vets, down to how much to feed them and how often.
04
IDENTITY + VITAL DOCUMENTS
How to get into your phone, computer, and accounts.
08
MEDICAL
Doctors, medications, and
health care contacts.
12
END-OF-LIFE
Your arrangements and wishes written down, so there won’t be any guessing.
How it Works with Your Fiduciary
1
Get Your Springbook
Shop below with code 21ST20 or get a set through 21st Century Care Solutions.
2
Enter Your Information
On your own or with Dustie’s help one-on-one
3
Share It
Let your fiduciary know where your Springbook lives and how to access it if it is digital. Share the essentials now, like how to get into your home.
4
Keep it Updated
Closed an account? Update your Springbook in real time or at least every 6 months.
When the day comes, your fiduciary starts by opening your Springbook.
Choose your Springbook
Enter 21ST20 at checkout for 20% off the documents and the Gift Set. Free shipping on every kit.
DIGITAL INSTANT DOWNLOAD
Quick Start
The 5 essential documents: At-a-Glance, Access, Estate Plan Summary, Assets + Liabilities, and Medical
$59 $47
WITH CODE 21ST20
DIGITAL INSTANT DOWNLOAD
Complete Springbook
The 5 essential documents: At-a-Glance, Access, Estate Plan Summary, Assets + Liabilities, and Medical
$110 $88
WITH CODE 21ST20
BEST VALUE WITH YOUR CODE
Springbook Gift Set
The Binder Kit with all 12 documents preloaded on two thumb drives. Ships ready to use. No digital downloads are sent with this set.
$199 $159
WITH CODE 21ST20
ADD A KIT TO YOUR DOCUMENTS
Add Ons: Binder Kit or Organizer Kit
The 5 essential documents: At-a-Glance, Access, Estate Plan Summary, Assets + Liabilities, and Medical
$89 / $49
WITH CODE 21ST20
Founder of Springbook
Hi, I’m Dustie.
I created Springbook because I needed it. My father died suddenly when I was 30. Years later, I walked my mother through the long goodbye of dementia while raising my three sons. As an only child, I was in charge of everything for both of them.
For 20 years, I’ve helped people organize their homes, so I know how overwhelming paperwork and our digital lives can be. And for 3 years, working within an estate planning practice, I made sure clients’ plans actually worked the way they intended.
Springbook brings all of my personal and professional experience together, so your family can be truly prepared.
Whether life surprises you or nature is taking its course, your family will be ready with everything they need in one place.
Good Questions
If I already have a will or a trust, do I need a Springbook?
Absolutely! Your attorney’s documents say what should happen and who can act. Your Springbook shows the people you’ve chosen how to carry out your wishes. It’s one guide to everything you manage: financial accounts, policies, passwords, contacts, online accounts and more. With a Springbook, the people acting for you can work efficiently, with as little difficulty as possible.
Is Springbook a legal document?
No. Springbook works alongside your legal estate plan. It isn’t legal, tax, or financial advice. For those questions, please speak with your attorney, CPA, or advisor.
Do I need to be good with computers?
The documents come as Microsoft Word and Apple Pages files you fill in on your computer. If you’d rather write by hand, you can print the PDF version. For in-person help completing your Springbook and organizing your home office, contact Dustie at dustie@myspringbook.com.
What is the best way to store my Springbook?
The best place to store your Springbook depends on your situation and what you’re comfortable with. Whatever you choose, keep copies in more than one format and more than one place. For example, keep a printed copy and save it to the two thumb drives in your Springbook Binder Kit. Store one drive with the printed copy and the other in a safe deposit box.
Questions? hello@myspringbook.com
Springbook and its free guides are general information, not legal, tax, or financial advice. Please talk with your
attorney, CPA, or advisor about your situation.