Our lives are complex.

It's all too easy to lose track of our own subscriptions, contacts, and accounts. And if we struggle to remember our bank account numbers or where exactly we keep our passports, imagine how your people will feel trying to locate all of the same information after your death.

Some information will be time-sensitive (like finding your will). Other information will be known only to you (like your passwords).

But there's so much information to document, where do you even start?

With this workbook.

This workbook will help you document all the stuff your people will have to deal with after your death: the things they’ll have to locate, the people they’ll have to contact, the things they’ll need access to, and the accounts they’ll have to cancel.

Documenting this information will not only help your people at some unknown point in the future; it will help you live a more organized life today.

If you had to find your passport, your dentist’s phone number, or your online banking password in the next 5 minutes, could you? Be honest: how many things about your own life do you not write down anywhere because "Of course I'll remember the name of the plumber I hired last week!"… Only to not remember the name of that plumber in 6 months when you need them again.

Knowing which accounts you have auto-billed helps when updating credit card information. Documenting your email or online banking passwords will help you when you get a new device, and you actually have to log in to all those accounts you usually have set up to log you in automatically.

This information will also help you develop your estate plan. Even if you haven’t (yet) started your estate plan, this list can be a good guide. It's easier to complete your will (whether you are DIYing it or using an estate attorney) if you’ve already gathered and documented your important information.

Documenting your information is a gift to your people

You can’t avoid death or the grief it brings. However, planning ahead and documenting your information will allow your people space to grieve. They’ll be able to spend time with each other, not trying to figure out if you had a will or if you wanted to be buried or cremated.

It will always be tedious to have to wrap up the affairs of someone who’s died, but leaving them a list of what you have and where to find it all will be a huge help.

I know what you're thinking...

It will be tedious, hard, or annoying to find (and document) all my stuff.

Yes, it often is (I'll just be upfront about that). But if you think gathering this information about your life will be tedious or annoying, imagine how hard it would be for your people to do, without any information or guidance from you, while they are also mourning your loss.

I don’t care what happens to my stuff after I die. I’ll be dead.

One day, someone will have to care. Not doing it yourself just makes it someone else’s problem, while simultaneously ensuring they won’t have the information they’ll need to do it.

You aren’t really doing this for you (although you’ll benefit, too); you're doing it for them.

I’m young and healthy; why would I need this?

Bad things happen to young, healthy people every day. It’s a bummer truth, but a truth nonetheless.

And documenting this information will help you today.

This 100+ page PDF includes virtually everything you need to consider, locate, and document.

Topics Included:

• Estate and Legal Documents
• Biographical Information and Documents
• People and Contacts
• Financial Accounts and Money
• Recurring Transactions and Bill Payments
• Funeral/Body Disposition/Memorial
• Children, Dependent Adults, and Pets
• Insurance
• Physical Stuff/Assets
• Digital Life
• Home/Storage Unit Information
• Cars and Other Vehicles
• Business and Other Contractual/Legal Information
• Life Review, Legacy, and Personal Stories

Product Information

• This is a digital product that will be available for download after purchase. No physical product will be shipped
• The product is a US Letter-sized PDF file.
• You can download the file up to five times. Once it's downloaded, you can print unlimited copies, either of the full document or individual parts
• All sales are final. Because these are digital products, they are non-refundable, but we stand behind them. If you have an issue with this product, let us know, and we’ll try to make it right
• These products are intended for personal, not commercial, use. Please do not copy, share, or resell these digital downloads