Retirement In Order

Your next chapter, organized.

Thank You For Your Purchase

Welcome to The End of Life Planner

You've taken the kindest step — putting it all in one place.

Thank you for choosing The End of Life Planner. You now have everything you need to gather your people, papers, accounts, and final wishes so your loved ones aren't left guessing. To help you begin, here's your free Quick-Start Checklist.

Free Bonus · Quick-Start Kit

Your Quick-Start Checklist

Three pages to start today: what to do first, the few things to write down now, and a yearly reminder. Tell us where to send it and it's on its way.

No spam. Unsubscribe anytime. An organizer, not legal advice.

Almost there — check your inbox.

We just sent a confirmation email. Click the link inside to confirm, and your Quick-Start Kit lands right after. (If you don't see it, check spam or promotions.)

Inside Your Planner

Key People & First Calls Legal Documents Accounts & Insurance Digital Life Medical & Care Wishes Funeral & Final Wishes Executor First Steps

Common Questions

How do I get my free Quick-Start Kit?

Enter your email above and click the link in the confirmation email we send you. The kit arrives right after — three pages: what to do first, the eight things to write down now, and a yearly reminder to keep it current.

What's the difference between the printable and fillable PDF?

Your purchase includes both. The printable version is made for paper — print it, write in it, keep it in a binder. The fillable version lets you type directly into the PDF on your computer and save it. Use whichever fits how you like to work, or both.

Is this a will or legal document?

No. The planner is an organizer — it records where your important documents are, who to call, and what you want, all in one place. It works alongside a will, trust, and advance directive; it does not replace them. For those, talk to a licensed professional in your state.

Should I write passwords or account numbers in it?

No — and the planner never asks you to. Write down where things are and who to call: which bank, which advisor, where the password list lives. That way the planner is useful to your family but safe if it's ever seen by the wrong person.

Where should I keep the finished planner?

Somewhere safe that a trusted person can actually find — a fireproof box, a desk drawer, or with your important papers. Then tell your executor or person in charge where it is. A perfect planner no one can find helps no one.

How often should I update it?

Once a year is plenty for most people — pick a date you'll remember, like a birthday. Update sooner after big changes: a move, a new account, a marriage or divorce, or a change in your wishes.