When I’m Gone: The Family Action Guide

Retirement Planning Toolkit for Spouses & Adult Children

This is more than a document, it’s a complete, step-by-step system to guide your family through one of life’s most difficult moments.

Part One: The Timeline (What to Do & When)

• The First Hour
• The First Day
• The First Week
• The First Month
• The First Year

👉 Removes confusion and gives your family clear direction immediately

Part Two: The Complete Toolkit

• Phone Call Checklist
• Government Notification Tracker
• Financial Institution Checklist
• Insurance Claim Tracker
• Funeral Task Timeline
• Property Transfer Checklist
• Subscription Cancellation Tracker
• Digital Account Closure Log
• Emotional Support Resources
• Family Meeting Agenda
• Estate Administration Timeline
• Annual Anniversary Checklist

👉 Everything your family would otherwise have to figure out alone

Product Details

📄 Digital Download (Instant Access)

📘 Format: Printable PDF

🖨️ Designed for easy home printing or binder use

👓 Senior-friendly layout (large text, clear spacing)

🎨 Calm, professional design (navy, gold, cream palette)

📑 Organized into easy-to-follow sections

Who This Is For

This guide is made for people who want to protect their family from stress, confusion, and overwhelm.

✔️ Retirees planning ahead

✔️ Parents who want to ease the burden on their children

✔️ Spouses who want clarity during difficult times

✔️ Families handling end-of-life planning

✔️ Anyone who wants their affairs handled with dignity and order

👉 If you’ve ever thought:

"I don’t want my family guessing what to do" this is for you.

Important Note (Please Read)

This guide is designed for organizational and educational purposes only.

• It does not replace legal, financial, or professional advice
• It is meant to support and guide families, not act as a legal document
• Always consult a qualified professional for estate, legal, or financial decisions