The End of Life Planner

Printable + Fillable · 25 pages

The End of Life Planner

Your people, papers, accounts & wishes — all in one place.

$12.99Instant digital download
Instant download
Guided fill-in pages
Print or fill on screen
Never passwords or SSNs

The kindest kind of organized

The document your family hopes exists — and never has to ask for

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

First Steps for My Family

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 handoff

Every page has a job

What's inside — the whole handoff, in six parts

People & first calls

  • About Me — facts for the death certificate
  • My key people & professionals
  • Who already knows what

Legal & documents

  • Will, POA & advance directive
  • Important document locator
  • Safe & safe-deposit box details

Money & accounts

  • Bank, credit, investments & pensions
  • Insurance & beneficiaries
  • Income, bills & debts

Property & belongings

  • Property, vehicles & storage
  • Valuables & heirlooms — who gets what
  • and why

Health & wishes

  • Medical snapshot & care wishes
  • Funeral & memorial preferences
  • Pets & dependents

Digital & legacy

  • Devices & digital life
  • Letters & final words
  • First Steps + annual review log

Simple from the start

How it works

1

Download

Buy once and get the file(s) instantly. Nothing ships.

2

Fill it in

Print it or type on a computer or tablet. A weekend, one section at a time.

3

Keep it current

Tell someone you trust where it lives, and refresh it once or twice a year.

Two formats, included

Use it however you like

Printable PDF

Clean, ink-friendly, and made for a binder your family can actually find.

Fillable PDF

647 type-in fields and 51 clickable checkboxes — fill it on a computer or tablet, no extra apps.

Good to know

Common questions

What is an end-of-life planner?

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.

Is this a will or legal document?

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.

Do I have to write passwords or account numbers?

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.

Do I have to print it?

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.

What do I get, and how does it work?

An instant download — two US Letter (8.5×11") PDFs, printable and fillable. Nothing is shipped. After purchase you download from your account.

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The Emergency Binder

Pairs with

The Emergency Binder

The household companion — who to call and where everything is in the first five minutes of an emergency.

View details →

Your next chapter, organized

Get your End of Life Planner today

A few quiet afternoons now — and it's done, off your plate and off your mind.

Buy the End of Life Planner — $12.99 →