End-of-Life Planner – Organize Now for Your Family Later
An 84-page printable and fillable checklist to help you gather the information your loved ones may need if you become seriously ill or after you die.
DIGITAL PRODUCT • NO PHYSICAL PRODUCT WILL BE SHIPPED
You’ll receive one 84-page PDF that you can fill in digitally or print and complete by hand.
Create your own End-of-Life Binder with the information, documents, wishes, and details your loved ones may need.
Make Things Easier for the People You Love
No one likes to think about becoming seriously ill or dying. But organizing important information now can make an incredibly difficult time easier for the people you love.
As a professional organizer, I know how much easier it is to manage information when it’s organized and easy to find. But I also know the value of this kind of preparation from personal experience.
Years before they passed away, my parents organized their personal information into an End-of-Life Checklist. It contained the information I needed to know when they died.
When my parents passed away, somewhat unexpectedly and within six months of each other, I was grieving hard and certainly wasn’t at my best. If I had needed to figure out where to find all of their important information, it would have been a daunting task.
Thankfully, they had done that work ahead of time.
I knew where to begin.
Their checklist gave me the information I needed to start the complicated process of settling their affairs without having to search for answers or figure everything out from scratch.
That experience showed me just how valuable this kind of preparation can be.
- Where are your important documents?
- Who should make medical decisions for you?
- What medications are you taking?
- Who needs to be contacted?
- What bills and subscriptions need to be handled?
- Where are your financial accounts?
- What are your wishes?
The Comprehensive End-of-Life Checklist gives you a practical place to gather those details now.
A Simple Place to Start
I originally created a simple 17-page End-of-Life Checklist based on the same idea. It’s available free on the Organized31 blog if you want a straightforward place to begin.
If you’re ready to gather and organize more of the information your loved ones may need, the Comprehensive End-of-Life Checklist gives you a comprehensive system to work through.
Create Your Own End-of-Life Binder
The Comprehensive End-of-Life Checklist is an 84-page printable and fillable PDF that walks you through the information you may want to gather and organize for your family.
Use it to create your own End-of-Life Binder with the information, documents, contacts, financial details, health information, personal preferences, and other details your loved ones may need.
You don’t have to complete it all at once.
The checklist is designed to help you work through one section at a time, starting with a Quick Reference Checklist so you can begin with the information your loved ones may need most quickly.
You Don’t Have to Organize Everything at Once
This isn’t a project you need to finish in one weekend.
The checklist is designed to help you work through your information one section at a time.
Start with the Quick Reference Checklist. Then work through the sections that apply to you and your situation.
Don’t have an answer yet? That’s okay. Complete what you can, add the information to your binder, and come back to the unfinished sections later.
The goal isn’t perfection. The goal is to make important information easier to find when it matters.
What You’ll Receive
Your purchase includes one 84-page Comprehensive End-of-Life Checklist PDF.
- Printable
- Fillable
- Complete digitally or by hand
- Print the entire checklist or only the pages you need
- Print additional copies of pages for yourself and your spouse
- Includes instructions, checklists, worksheets, section pages, and additional pages for information you need to add
DIGITAL PRODUCT • NO PHYSICAL PRODUCT WILL BE SHIPPED
What Information Will You Organize?
The Comprehensive End-of-Life Checklist helps you gather information in these areas:
- Critical Information – Important personal information, emergency contacts, insurance information, and documents your loved ones may need right away.
- Health – Medications, vitamins, medical providers, pharmacies, hospitals and rehabilitation facilities, surgeries and procedures, and mobility and health aids.
- Caring for Others – Information about people and pets you’re responsible for, including plans and care information they may need.
- Finances & Bills – Sources of income, recurring bills and expenses, financial accounts, and contact information.
- Estate & Personal Property – An overview of your estate and personal property to help your loved ones understand what you have and where important information is located.
- My Business – Information and plans your loved ones may need if you own or operate a business.
- Passwords & Subscriptions – A place to record important passwords and subscriptions so accounts don’t get overlooked.
- My Contacts – Important family and other contacts your loved ones may need to reach.
- My Personal Preferences – A place to record your personal preferences and wishes so your loved ones have guidance when they need it.
Fill It In Digitally or By Hand
Choose the method that works best for you.
- Fill it in digitally: Type your information directly into the fillable PDF and save your completed file.
- Print it: Print the pages you need and complete them by hand.
- Or use both: Fill out some sections digitally and print others to complete by hand.
What Customers Are Saying
“Perfect. I am excited to start writing everything down.”
— R.
“Puts things in perspective.”
— Anonymous
Frequently Asked Questions
You will not receive a physical binder in the mail.
You’ll receive a download of the 84-page Comprehensive End-of-Life Checklist PDF. You can print it at home and place the completed pages in a binder of your choice.
Yes. The PDF is fillable, so you can type your information into the form fields using a compatible PDF viewer or form-filling program. You can use a free online program, or may already have a program that will work.
Absolutely. You can print the pages and complete them by hand.
No. Print only the sections and pages that apply to you. You can also print additional copies of individual pages when you need them.
Yes. You may print copies for yourself and your spouse for your personal use.
You provide the physical binder. You can use the type and size that works best for you. You don’t need a traditional three-ring binder. You can use a simple file folder or whatever storage method works best for you. The checklist includes section divider pages to help organize your completed pages.
You’ll receive a download link for the digital PDF after your purchase.
Because this is a digital product, all sales are final. Digital products cannot be returned or exchanged after purchase.
Please read the product description carefully and contact us with questions before purchasing.
No. This checklist is an organizational tool to help you gather and record your information. It does not replace professional legal, financial, medical, or other professional advice. Consult the appropriate professional for advice specific to your situation.
Before You Purchase
Please remember:
- This is a digital product.
- Nothing will be shipped to you.
- You will receive an 84-page printable and fillable PDF that you can download, save, print, and complete.
- Due to the nature of digital products, there are no refunds or exchanges after purchase.
If you have questions about the product before purchasing, please contact us. We’re happy to help.
Organize Now for Your Family Later
You don’t have to complete everything today. You just need to start.
The Comprehensive End-of-Life Checklist gives you a place to begin, one section at a time, so you can gather the information that will make things easier for the people you love.
Start creating your End-of-Life Binder today.
