End of Life Planner (Includes PDF and Word versions)

Organize your final wishes, essential records and personal messages in one secure place with this 36-page End-of-Life Planner.

This printable and editable planner helps your loved ones find important information and understand your preferences when you can no longer explain them yourself. It provides clear prompts for documenting personal, medical, financial, funeral, digital and legacy information at your own pace.

WHAT YOU WILL RECEIVE

Your instant digital download includes:

• One 36-page printable PDF
• One editable Microsoft Word document
• U.S. Letter page size: 8.5 by 11 inches
• Immediate access after Etsy confirms your payment

Print the PDF and complete it by hand, or use the Word version to type your answers, customize the wording and remove sections that do not apply to you.

WHAT THE PLANNER COVERS

The planner brings practical information and personal wishes together in one organized document.

Sections include:

• A message to your loved ones
• Personal identification information
• Emergency contacts
• Important account information and password locations
• Medications, doctors and medical providers
• Insurance policy information
• Organ and tissue donation preferences
• Financial accounts, debts and liabilities
• Locations of wills, powers of attorney, trusts and other documents
• Locations of valuables, safes and important keys
• People and organizations to notify
• Subscriptions and services to cancel
• Funeral and disposition preferences
• Burial, cremation, aquamation and other wishes
• Memorial service preferences
• Funeral invitation list
• Headstone or epitaph preferences
• Personal property and keepsake recipients
• Care arrangements for surviving pets
• Digital accounts and online legacy
• Personal values, life lessons and ethical will prompts
• Letters to loved ones
• Practical tasks for after your death
• Final public and family messages

WHO THIS PLANNER IS FOR

This planner may be helpful for:

• Adults who want to document their final wishes
• Parents and grandparents organizing family information
• People preparing an estate or emergency information binder
• Caregivers helping someone record important details
• Anyone who wants to reduce uncertainty for an executor or loved one

HOW TO USE IT

You do not need to complete everything at once. Work through one section at a time, skip anything that does not apply and return to the planner when you have additional information.

Review your completed planner annually and after major changes such as a marriage, divorce, move, new child, new pet or significant financial change.

Keep the completed document in a secure location. Tell your executor or a trusted person where it can be found. For passwords and sensitive information, consider recording the location of your password manager or secure record instead of writing every password directly in the planner.

IMPORTANT FORMAT INFORMATION

• The PDF is designed to be printed and completed by hand. It is not an interactive fillable PDF.
• The Word document can be edited using Microsoft Word.
• Formatting may vary if the Word file is opened in Google Docs, Apple Pages or another word-processing program.
• This is a digital download. No printed product, binder or physical item will be shipped.
• Colors may appear differently depending on your monitor, printer, ink and paper.
• This purchase is licensed for the buyer’s personal use only. The files may not be resold, redistributed, copied or shared.

IMPORTANT DISCLAIMER

This planner is an organizational resource. It is not a will, trust, advance directive, power of attorney or other legal document. It does not provide legal, medical, financial or tax advice, and completing it does not make your wishes legally enforceable.

Requirements vary by location. Consult appropriate professionals in your province, state or country when preparing legally binding documents.

Give the people you love clearer guidance, easier access to essential information and a lasting record of what matters most to you.