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Planners

Write down what you want and where everything is, so the people who need it do not have to guess. This shelf has a fillable PDF planner, a free one-page printable, and a checklist for the first days after a death, each with its sources. The planner is written for the United States.

The cover: Everything is here, a final wishes and life-in-order planner, on a dark blue page.
The contents page listing the sections with their page numbers and a Done box beside each.
Page 5, You do not have to do everything today: five things that matter first, with fields for who to call and where the key papers are kept.
Page 6, The first 72 hours: a checklist with a box to tick for each step.
Page 11, About me, with made-up example entries typed into the fields.
Page 21, Bank, retirement and investment accounts: tables to fill in, with a note to write only the last four digits.
Page 31, The big choices: tick boxes and fields for funeral and memorial wishes.
Page 45, Sources: the public pages the guide's facts come from, each with its address and what it was used for.

Page 1 of 8 shown · The cover

These are pages from the planner as they look in the file. The planner has 46 pages in all.

Free and worth reading

Good to know

The planner is an organizer, not legal, financial, tax or medical advice.

Guides and checklists

  • Executor Checklist: First Steps With Sources

    A printable executor checklist for the first days, weeks and months. Most steps name a public source or say who to ask. US only; not legal advice.

  • What to Do With a Deceased Person's Mail

    How to handle a deceased person's mail: what the Post Office needs, who can ask, and how to cut junk mail, with sources. US only; not legal advice.

  • What Does an Executor Do?

    What an executor does in the first week, the first month and after: finding the will, copies of the death certificate, bills and mail, with sources.

Money back

Every download has a 30-day money-back guarantee. Ask through the store where you bought it.