No one plans on it.

But you can plan for it.

Springbook gives you the system, the tools and, if you want it, the hands-on help to create a guide for the people you love. Do it yourself, do it with me, or bring it to your clients.

 
Order Yours Today
Black and white picture of a grey haired man and wife holding hands on a walk smiling at each other next to an iPad displating Springbook Employee Benefits & Insurance document title page

Springbook readies you and your family for the unexpected,

picking up where your estate plan leaves off.

 

Your legal documents name who’s in charge. Springbook gives them what they need to actually do the job: the accounts, the contacts, the passwords, the wishes.

 
 

“I’ve talked with families whose relatives prepared for the inevitable and those who did not. Can you guess who had an easier time handling everything? This is some of the most important adulting we can do, and unfortunately it is often left undone.”

- Dustie

SPRINGBOOK FOUNDER

Is Springbook right for you?

Every adult needs a Springbook.
It’s that simple.

If something were to happen to you, someone would need to step in to handle everything – your finances, your pets, your insurance, your subscriptions, your loans, your clients…the list goes on. Springbook makes that process as easy as possible.

Man at white desk with coffee, a plant, and laptop open to Springbook Digital screen

Springbook is especially helpful if:

    • Your spouse handles the money and passwords, and you’d be lost without them.

    • You handle everything for your family, and no one else knows where it all is.

    • You’re starting, finishing, or putting off your estate plan.

    • You’re single and haven’t shared your vital information with anyone.

    • You care for children, aging parents, or a dependent adult.

    • You’ve never talked about your plan with your adult children.

Be proactive.

Instead of leaving your family to sort through piles of paperwork, file cabinets and file boxes, banker’s boxes in the garage, and all of your computer files, give them one place to look. Your life, in one place, just for them. Springbook.

silver laptop with small succulent in a white pot with a series of springbook documents displayed at a slant with large white box that says Springbook Digital on it.

Save your family weeks of searching, and the distress, uncertainty, and frustration that come with it.

With Springbook, they will have everything they need to:

  • Care for you, your children, and your pets

  • Locate your assets and valuable property

  • Run your household in the event you cannot

  • Access your electronics and password protected essentials

  • Direct medical care

  • Manage insurance, employee benefits, and military benefits

  • Assume business operations…and much more.

WAYS TO WORK WITH

Springbook

  • Do It Yourself

    Start with our Quick Start’s 5 essential documents, or get all 12, emailed immediately in Word and Apple Pages. Add a Kit to create a grab-and-go resource to take with you anywhere you may need it.

    See the Springbooks

  • One-on-One Help

    You know what’s current, what’s closed, and who to call. Together, we’ll synthesize it all into your Springbook while we organize your home office. Serving the San Francisco Bay Area, Sonoma, and Napa. From $125 an hour. Travel time beyond 30 minutes from Moraga is billed at half rate.

    Let's work together

  • For Fiduciaries + Advisors

    Give your clients a simple way to gather everything their family, and you, will need: accounts, contacts, passwords, and wishes, all in one place they keep current. Partner pricing and co-branding available.

    Let's Work Together

  • Springbook Workshops

    A four-week Springbook class on Zoom is coming in January 2027, with document walk-throughs, co-working time, and extra tips on planning your legacy. Join the waitlist to be the first to know.

    Join The Waitlist

  • Compassionate Organizing

    “You are making an enormous difference in the quality of our lives going forward. This is very important and compassionate work. I hope you take great satisfaction in the good that you do.”

    -Oakland, CA

  • Appreciation

    “I can tell you who is going to appreciate this more than anyone. My son!”

    -Oakland, CA

  • Thank You

    Thank you for creating Springbook! Assembling the information my family would need in an emergency was a daunting task, and one that was easy to put off. Your documents and guidance provided me the needed inspiration to get these details sorted. Hopefully my Springbook won’t be needed any time soon, but it’s a relief to have it in place.

    -Moraga, CA

Still have questions?

Stop by our FAQ page to learn more.

Read the faqs