End of Life Planner Workbook

Preparing for the end of life is a thoughtful and responsible step, especially for those who support and care for their families. The End of Life Planner Workbook is a structured and thorough guide created to help ensure that your loved ones have everything they need to manage your affairs with clarity and ease during an emotionally difficult time. Whether you're no longer able to make decisions or have passed away, this workbook provides a complete overview—from personal details to finances, insurance, funeral preferences, and beyond.

This planner is thoughtfully organized into user-friendly sections, making it simple to complete and helping your family find critical information quickly when it matters most.

Inside, you’ll find:

• Personal Records
  Key personal information, such as full legal names, contact details, family member names, and employment details.

• Data & Documents
  Contacts for attorneys, physicians, family, friends, and more. Includes sections for device passwords, digital accounts (email, social media), and instructions for locating important paperwork.

• Insurance Information
  A section to document your life, auto, health, and other insurance policies.

• Will & Legal Information
  Notes on where to find your will, power of attorney, medical directives, and other essential legal files.

• Financial Overview
  Details on your bank accounts, credit cards, retirement savings, investment accounts, loans, safe deposit boxes, regular bills, and more.

• Property & Assets
  Information regarding your home(s), vehicle(s), and other physical or financial assets.

• End of Life Care Plan
  Outline your preferences for medical care, organ donation, treatment decisions, and any specifics regarding how you want to be cared for during your final moments.

• My Personal Wishes
  Share your heartfelt messages or requests for your spouse, children, friends, pets, and other loved ones.

• Letters to Loved Ones
  Includes 16 pages for writing personal letters to the important people in your life.

• My Apologies
  A private space to share any apologies you wish to express.

• Funeral Preferences
  A place to record any specific funeral arrangements, plans, or requests.

• Final Words
  Leave your closing thoughts, messages, or reflections.