Printable + Fillable · 25 pages
Your people, papers, accounts & wishes — all in one place.
The kindest kind of organized
Most “after-death” organizers just list your belongings. This one is built around the handoff: a step-by-step First Steps guide walks your family through days 1–3, the first two weeks, and the first few months — with every name, number, and location cross-referenced to the right page.
It's an organizer, not a legal document. It works alongside a will, trust, and advance directive — and records where things are and who to call, never passwords, PINs, or Social Security numbers. If it's ever lost, it's harmless. For your executor, it's everything.
The page that carries them
When the time comes, your family opens to one page — not a frantic search through drawers and passwords. Days 1–3, the first weeks, the first months, each step pointing to exactly where the answer lives in the rest of the planner.
Built around the handoffEvery page has a job
Simple from the start
Buy once and get the file(s) instantly. Nothing ships.
Print it or type on a computer or tablet. A weekend, one section at a time.
Tell someone you trust where it lives, and refresh it once or twice a year.
Two formats, included
Clean, ink-friendly, and made for a binder your family can actually find.
647 type-in fields and 51 clickable checkboxes — fill it on a computer or tablet, no extra apps.
Good to know
It's an organizer for everything your family would need if something happened to you — your people, papers, accounts, digital life, medical and care wishes, and funeral preferences, all in one place, with a First Steps guide for your executor. It complements a will, trust, and advance directive; it doesn't replace them. Some people call it a death binder or an in-case-of-death binder.
No. It records where your important documents are, who to call, and what you want — it works alongside a will, trust, and advance directive, not in place of them. For those, talk to a licensed professional in your state.
No — and it never asks you to. You record where things are and who to call (which bank, which advisor, where the password list lives), so it's useful to your family but safe if it's ever seen by the wrong person.
You choose. The printable PDF is made for a binder; the fillable PDF has 647 type-in fields and 51 checkboxes so you can complete it on a computer or tablet. Both are included.
An instant download — two US Letter (8.5×11") PDFs, printable and fillable. Nothing is shipped. After purchase you download from your account.
Free quick-start checklists that take the overwhelm out of getting your next chapter in order — where to begin, what to gather, and what to write down first. Tell us where to send it.
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Pairs with
The household companion — who to call and where everything is in the first five minutes of an emergency.
View details →Your next chapter, organized
A few quiet afternoons now — and it's done, off your plate and off your mind.
Buy the End of Life Planner — $12.99 →