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.

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Choose the pages you want to fill out

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Put it in a secure place

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Tell your family or close friends about it

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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.