End of Life Planning Workbook

Give your family clarity—not a scavenger hunt.

This compact, write-in planner gathers your wishes, vital info, and where-to-find-it details in one place so your loved ones and executor can act with calm and confidence.

Inside, you’ll record:
• Vital info & who to call (family, doctors, attorney) and where documents live: will, living will, trusts, POA, advance directive.
• Finances & property: bank accounts, retirement, investments, insurance policy numbers, deeds, and storage details.
• Household & digital life: utilities, creditors, subscriptions, memberships, social accounts, and login breadcrumbs.
• Final wishes: medical preferences, memorial ideas, last-days choices, letters and notes to loved ones.
• Tangible assets & keepsakes: space to list collectibles, jewelry, art, coins, stamps, and rare/OOP books.

Many readers finish in a day and feel real peace of mind knowing everything is in one place.

Format: 6×9, 110 pages, black-and-white interior, perfect bound.

Note: This planner is not a legal document and does not replace a valid will. Store it somewhere accessible (a home safe or with your attorney).

Like wills, people approach end of life planning with hesitation. These plans are seen as morbid or as bringing bad things into being.
Younger people feel that there is plenty of time; only "old people" need to plan ahead and declare their wishes.
However, many who need end of life plans are not those who are dying a slow and dignified death with plenty of time to set things in order.
Accidents and sudden illnesses create situations that render the victim incapacitated and unable to make decisions for himself, the very situation that requires this kind of plan.
The suddenness of the condition also leaves family members to deal with a large number of issues and emotions at once, besides the burden of having to make decisions for a loved one.
Having a plan in place keeps loved ones from the burden of thinking about those issues while they are in the midst of coping with their emotions and prevents them from ever wondering if they did the right thing and respected your unknown wishes.