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Download reference data as CSV or JSON. Each dataset has a version and citation. Source-backed rows retain their official links and conditions.

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DatasetRowsVersionDownloadSource checks
Company notification routes after a death

Official company routes and source quotations for a family notification, with conditions and complete provenance. No visitor names, roles, dates or letters.

Cite this. Plan Before You Die, Company notification routes after a death, version 1, planbeforeyoudie.app/tools/account-closure-letters, CC BY 4.0.

101CSV · JSON · Citation fileOct 23, 2026
Official advance directive and power of attorney sources by state

Official health care document links, quoted execution excerpts, published POLST-type program names, statutory financial power of attorney sources and complete provenance.

Cite this. Plan Before You Die, Official advance directive and power of attorney sources by state, version 1, planbeforeyoudie.app/guides/advance-directive-forms-by-state, CC BY 4.0.

511CSV · JSON · Citation fileOct 22, 2026
Death certificates by state

Official ordering routes, copy fees, conditions, quoted eligibility and source provenance for 50 states, DC and New York City.

Cite this. Plan Before You Die, Death certificates by state, version 1, planbeforeyoudie.app/guides/death-certificates-by-state, CC BY 4.0.

521CSV · JSON · Citation fileOct 22, 2026
Digital access routes by company

Official company settings, family access scope, after-death routes, requested documents and complete source provenance.

Cite this. Plan Before You Die, Digital access routes by company, version 1, planbeforeyoudie.app/tools/digital-access-planner, CC BY 4.0.

161CSV · JSON · Citation fileOct 23, 2026
Estate and inheritance tax by state

Federal, 50 state and District of Columbia estate and inheritance tax rules for 2026, with explicit unknown cells, effective periods and official source provenance.

Cite this. Plan Before You Die, Estate and inheritance tax by state, version 1, planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state, CC BY 4.0.

521CSV · JSON · Citation fileOct 22, 2026
Executor compensation statutory rules by state

Verified official compensation passages, supported schedule formulas and their conditions. Unknown rules and visitor amounts are excluded.

Cite this. Plan Before You Die, Executor compensation statutory rules by state, version 1, planbeforeyoudie.app/tools/executor-fee-calculator, CC BY 4.0.

731CSV · JSON · Citation fileOct 23, 2026
Checked planning facts

Every published fact with its official source and source-check dates.

Cite this. Plan Before You Die, Checked planning facts, version 3, planbeforeyoudie.app/data#facts, CC BY 4.0.

26833CSV · JSON · Citation fileOct 24, 2026
Funeral Rule price-list reference

Official Funeral Rule passages, price-list item categories and conditional review questions. No visitor lines or prices.

Cite this. Plan Before You Die, Funeral Rule price-list reference, version 1, planbeforeyoudie.app/tools/funeral-price-list-checker, CC BY 4.0.

251CSV · JSON · Citation fileOct 23, 2026
Intestate succession statutory passages by state

Exact state statutory passages, citations, property conditions and official sources. No family outlines or calculated inheritance shares.

Cite this. Plan Before You Die, Intestate succession statutory passages by state, version 1, planbeforeyoudie.app/tools/who-inherits-without-a-will, CC BY 4.0.

1961CSV · JSON · Citation fileOct 24, 2026
IRS life expectancy tables

Single Life and Uniform Lifetime table divisors from IRS Publication 590-B, with official sources and check dates.

Cite this. Plan Before You Die, IRS life expectancy tables, version 1, planbeforeyoudie.app/tools/inherited-ira-calculator, CC BY 4.0.

1701CSV · JSON · Citation fileOct 22, 2026
Official state and federal money search routes

Official search routes, state heir information and source provenance. No visitor choices or search records.

Cite this. Plan Before You Die, Official state and federal money search routes, version 1, planbeforeyoudie.app/money-finder, CC BY 4.0.

641CSV · JSON · Citation fileOct 23, 2026
Password manager emergency access routes

Vendor-documented managed access, inheritance and manual emergency preparation, with exact source provenance. No visitor choices.

Cite this. Plan Before You Die, Password manager emergency access routes, version 1, planbeforeyoudie.app/tools/password-manager-emergency-access, CC BY 4.0.

171CSV · JSON · Citation fileOct 23, 2026
Family Readiness Standard

The twenty-five checks of the Family Readiness Standard, grouped by area.

Cite this. Plan Before You Die, Family Readiness Standard, version 1, planbeforeyoudie.app/standard, CC BY 4.0.

251CSV · JSON · Citation fileOct 14, 2026
Small-estate limits by state

Conditional simplified-estate process references, exact asset measures, waiting anchors, property scope, official routes and source provenance for 50 states and DC.

Cite this. Plan Before You Die, Small-estate limits by state, version 1, planbeforeyoudie.app/guides/small-estate-limits-by-state, CC BY 4.0.

511CSV · JSON · Citation fileOct 22, 2026
Official unclaimed money searches by state

Official state unclaimed money offices and search routes with Plan Before You Die guides.

Cite this. Plan Before You Die, Official unclaimed money searches by state, version 1, planbeforeyoudie.app/data#unclaimed-money-by-state, CC BY 4.0.

511CSV · JSON · Citation fileOct 22, 2026
Who can act with each agency

Official information, claims and benefit-management permissions, forms, submission routes, capacity and death conditions, with complete source provenance.

Cite this. Plan Before You Die, Who can act with each agency, version 1, planbeforeyoudie.app/guides/who-can-act-with-each-agency, CC BY 4.0.

161CSV · JSON · Citation fileOct 22, 2026

How can you use these files?

Our original compilation uses the Creative Commons Attribution 4.0 license. Credit Plan Before You Die and retain the official source links. Underlying source materials retain their applicable terms.

The files contain published reference information. They contain no visitor answers, search records or care figures. Source-check dates describe observations, not the legal applicability of every quoted rule.

What changed?

Read the dataset changes or download row-level changes as JSON. Versions change when exported content changes.

Collection citation file. The Standard content edition remains separate from its dataset version.

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