Remove The Burden From Your Family
Fill this planner out with your important information and let them know where it is for when you pass away.
![family-planner-banner](https://streamlineplanning.com/hs-fs/hubfs/family-planner-banner.webp?width=1920&height=1440&name=family-planner-banner.webp)
I'll Email You Once We Have Copies Available
-Dave Zoller
![family-planner-banner](https://streamlineplanning.com/hs-fs/hubfs/family-planner-banner.webp?width=1920&height=1440&name=family-planner-banner.webp)
1
Choose the pages you want to fill out
![card_img](https://streamlineplanning.com/hs-fs/hubfs/card_img.jpg?width=1999&height=1333&name=card_img.jpg)
2
Put it in a secure place
![put-it-in-a-secure-place](https://streamlineplanning.com/hs-fs/hubfs/put-it-in-a-secure-place.jpg?width=1732&height=1276&name=put-it-in-a-secure-place.jpg)
3
Tell your family or close friends about it
![Tell-your-family](https://streamlineplanning.com/hs-fs/hubfs/Tell-your-family.jpg?width=1897&height=1326&name=Tell-your-family.jpg)
Frequently Asked Questions
What sections are included In the planner?
Here are a few of the sections included:
- My Personal Wishes
- Letters to loved ones
- What Beneficiaries Can Expect
- Access to & location of important items
- Medical Information
- Contact Information (advisors, attorneys, accountant)
- Important Documents
- Financial Information
- Personal Property
- Insurance
- What to Pay, Close, and Cancel
- Digital accounts(Email, Social Media, etc)
- Charitable wishes
- My Gratitude & Last Words
Can this replace my will or trusts?
No. This planner is not a legal document and does not replace a valid will.