What You'll Need to Know When I'm Gone

The Complete Household & Estate Guide | Fillable & Printable PDF

You've spent a lifetime building your life. Make sure the people you love know how to manage it when you're gone.

If something happened to you tomorrow, would your family know where to find your important documents? Which bills need to be paid? Who manages your insurance policies? Where your financial accounts are held? Or even how to locate the water shutoff in your home?

Most families don't realize how much essential information lives in one person's head—until that person is no longer there to answer questions.

What You'll Need to Know When I'm Gone is a thoughtfully designed, easy-to-use digital workbook that helps you organize the important details of your life in one convenient place.

It's more than an estate planning organizer. It's a practical roadmap for the people you love.

What's Inside

• First Steps After a Death: A helpful checklist to guide loved ones through important initial responsibilities.
• Household Bills & Payments: Document recurring expenses, account information, and payment schedules.
• Home Systems & Maintenance: Record essential household information, service providers, and maintenance contacts.
• Vehicles, Property & Pets: Keep important details about property, vehicles, and pet care organized.
• Subscriptions & Memberships: Track recurring services and automatic renewals.
• Financial Accounts: Organize banking, investment, retirement, and other financial account information.
• Insurance & Benefits: Record insurance policies, coverage information, and important contacts.
• Estate Documents: Identify where wills, trusts, powers of attorney, and other essential records are kept.
• Professional Contacts: Keep information for attorneys, accountants, financial advisors, and insurance professionals accessible.
• Taxes & Important Records: Document where tax records and other important financial information can be found.
• Funeral & Memorial Wishes: Share your personal preferences to help loved ones honor your wishes.

Designed to Be Simple

Fill it out digitally or print it and write by hand.

This 13-page PDF workbook features an elegant, easy-to-follow layout with organized sections and fillable spaces for your information.

Complete it at your own pace, update it as life changes, and keep it in a secure location where trusted loved ones can find it.

Who Is This Guide For?

Anyone who wants to make life easier for the people they love.

Whether you're planning for retirement, organizing your household, updating your estate documents, or simply trying to get your affairs in order, this guide helps turn an overwhelming task into manageable steps.

Give Your Family Clarity, Not Questions.

During an already difficult time, your loved ones shouldn't have to search through drawers, guess at passwords, or wonder whom to call. A little preparation today can spare them unnecessary confusion, stress, and frustration tomorrow.