End of Life Planner, Family Emergency Binder, Final Wishes Organizer (Fillable PDF)

Someday, someone you love will need to find the insurance policy, the will, the passwords hint, the bill list, and the words you never got around to saying. This book is so they will not have to guess.

So You're Not Lost Without Me is a warm, complete end of life planner and organizer. You fill it in a little at a time, on ordinary days. It holds everything your family will need in one organized place, and then it goes further than any planner we could find: it includes the step-by-step playbook for the person who stays.

This is a DIGITAL DOWNLOAD, so nothing ships. US Letter and A4 included.

WHY THIS ONE IS DIFFERENT:

✦ FOR THE ONE WHO STAYS: an entire part written to your survivor. The first day or two, gently sequenced. How many death certificates to ask about and who wants them. WHO TO NOTIFY, IN ORDER, with real phone numbers and clear, future-proof credit bureau guidance printed right on the page. The executor's first week and first month. The benefits your family may be owed and how to ask. The scams that target grieving families. No other planner we reviewed includes any of this, and it is the part families actually need.

✦ NEVER A PASSWORD: this book will not ask you to write a single password, PIN, or full account number. It uses a pointer system: where things live, never the keys themselves. A lost book should cost your family nothing. (Some best-selling planners literally include password pages. Please do not use those.)

✦ WARM, NOT MORBID: no gallows-humor title to explain to your mother, no insurance-form coldness. Written by a woman who has been the caregiver, the patient, and the person searching a filing cabinet at midnight. It reads like a letter, works like a filing system, and ends with four guided letter pages, a wishes section, and one page that will make your family cry in the good way.

✦ BUILT TO ACTUALLY GET FINISHED: easy pages first, a six-sitting plan, a progress checklist on the contents page, generous writing room everywhere, overflow lines on every busy page, and a yearly update log. Most planners get bought and abandoned; this one is engineered to get done.

INSIDE (58 pages, six parts):
✦ The Easy Pages: who I am, my people, first calls, health at a glance, my health story, dependents, pets
✦ The Paperwork: document locator, will and directive details, accounts, retirement, income, debts, insurance, property, heirloom wishes, business, bills, subscriptions, digital life with legacy-contact checklists
✦ For the One Who Stays: the survivor playbook described above
✦ The Heart Pages: how I want to be remembered, my wishes plainly, the gathering, paying for it (including a page asking your family not to overspend to prove they loved you), my obituary my way, and four guided letters
✦ Keeping It Current: update log, life-event triggers, and who knows this book exists

THREE WAYS TO USE IT:
✦ Type straight in: over 1,000 true fillable fields, works in the free Adobe Acrobat Reader on any computer. Your information stays on your own device, and you can password-protect the finished file.
✦ iPad with GoodNotes or Notability: the colored side tabs are real links; tap to jump between parts.
✦ Or print any page, any time, forever. There is also a matching PAPERBACK edition on Amazon if you would rather hand Mom a book.

This planner is an organizer, not a legal document: it does not replace a will or any legal, tax, or medical advice, and it says so clearly inside.

One book. One drawer. No scavenger hunt. That is the whole gift.

Created with love by The Unbroken Smile.

This file is for your personal use. Please do not resell or redistribute it.