The Gentle Handover: Fillable End-of-Life & Final Wishes Organizer (PDF, A4 + US Letter)

A fillable end-of-life organizer: write down contacts, accounts, documents and final wishes in one calm place, so your family knows where to find things. The important details of a life are often spread across drawers, inboxes and memory; this organizer lets you gather them at your own pace.

35 fillable pages in two files, A4 and US Letter. Sections cover key contacts, bank accounts, insurance, subscriptions with how to cancel, digital accounts, where documents are kept, medical details, pet care, funeral wishes and letters to loved ones. It also explains German documents such as Vorsorgevollmacht and Patientenverfügung in plain English. Type on screen or print and write by hand. Language: English. This is not a legal document and does not replace a will or legal advice.

What's inside: 35 fillable pages

• Cover with name and "last updated" fields

• Clickable table of contents, PDF bookmarks and page numbers on every page

• How to use this organizer, with "where this is stored / who knows" fields

• Personal information and family background

• Key contacts: family and friends (in priority order), doctor, lawyer/notary, executor, accountant/tax adviser, employer, financial adviser, insurance broker and more

• Letters to loved ones (3 pages) and an obituary draft

• Bank accounts and safe deposit boxes, investments (including where a crypto recovery phrase is kept), pensions, debts and loans, money owed to you, insurance policies

• Subscriptions and recurring bills, with a "how to cancel" column

• Property and real estate, vehicles and valuables

• Digital accounts (2 pages) with delete / memorialize / transfer choices, plus a devices and password-manager access page (you record where access details are kept, never the passwords themselves)

• Document locations checklist: will, IDs, deeds, certificates, tax records and more

• Legal documents in Germany and the EU, explained in plain English: Vorsorgevollmacht, Patientenverfügung, Betreuungsverfügung, Testament / Erbvertrag, Organspendeausweis, each with "in place / date / where stored / who holds a copy" fields

• Medical summary, medications and doctors

• Pet care

• Funeral and memorial wishes (2 pages)

• Final checklist, notes page and annual review log

Specs

• Fillable PDF: type on screen or print it and write by hand

• Two files included: A4 (210 × 297 mm) and US Letter (8.5 × 11 in)

• Works best in a PDF reader that supports form fields, such as the free Adobe Acrobat Reader

• Language: English

• Instant download after purchase

Made for

• Anyone over 50 who wants to put their affairs in order

• Adult children helping an ageing parent gather information, ideally together

• Families organizing things after a loss

Not for

• Anyone looking for a will, power of attorney or other legal document

• Anyone who needs legal, financial, tax or medical advice. Please speak with a qualified professional

Please note: This organizer is not a legal document. It does not replace a will or legal advice. Completing it does not create or change any legal arrangement. German legal terms are explained for general orientation only.

Questions or a problem with your file? Email rod@gostella.de. If the file doesn't open or isn't as described, we'll fix it or refund you.

Not sure yet? Try the free sample first: https://payhip.com/b/cm7v2