Estate Planning Binder Printable: In Case of Death, Final Wishes & Emergency Life Planner

Rest easy knowing that if anything happens, your family opens one binder and finds every answer: who to call, where the papers are and what you wanted.
This 60-page estate planning binder gathers your contacts, where your legal documents are kept, finances, insurance, property, digital life, medical and final wishes, letters to loved ones and a step-by-step checklist for your family, ready to print or use on a tablet.

INSTANT DIGITAL DOWNLOAD: no physical item will be shipped.

━━ WHAT'S INCLUDED ━━
• Start Here: how to use the binder, a Read This First page for whoever opens it (where the will is, your executor, attorney, spare keys, the first three calls) and a Where to Find Everything document locator
• About Me: personal information (incl. the details the funeral home asks for on the death certificate), identity documents and where they're kept, family & life history
• Contacts: who to call first, professional contacts (executor, attorney, accountant, financial advisor, insurance agent, doctor, employer, faith leader, funeral home) and 2 People to Notify pages
• Legal: legal documents locator (will, trust, powers of attorney, advance directive, guardian designation), who I've named, beneficiary designations, notes for my executor
• Finances: money at a glance, bank accounts, investments & retirement, income sources, debts & loans, bills & autopay, safe deposit box & safes, taxes & business
• Insurance: life insurance (3 policies), other insurance (health, home, auto, long-term care, disability) and benefits your family may claim
• Property: home & real estate, vehicles & storage, 2 valuables & heirlooms pages, keys, home & services
• Digital Life: a digital access plan, devices, online accounts & social media wishes, subscriptions & memberships
• Family & Pets: children & dependents, notes for their guardian, pet care plan
• Medical: medical summary and healthcare wishes (organ donation, where you'd like to be cared for)
• Final Wishes: funeral & burial wishes, service details (music, readings, speakers), obituary notes
• Letters: 4 lined Letters to Loved Ones pages and Memories & Life Lessons
• Next Steps for your family: the first days, the first week & month, the months ahead, death certificate tracker, notification tracker, funeral planning worksheet, estate expenses log, sympathy & thank-you tracker
• Annual review log and lined & dot grid notes
• START-HERE guide with setup steps, privacy, printing and tablet tips

━━ DETAILS ━━
• 60 pages, undated, so you can start any time and reprint any page
• For anyone who wants their family prepared: parents, couples, singles, retirees, or adult children helping a parent get organized
• Fully hyperlinked: 14 section tabs on every page, a clickable contents page, a Contents link on every page and a bookmarks panel
• Sizes: US Letter (8.5 x 11 in) and A4 (210 x 297 mm)
• Two styles: full color (ink navy, brass and olive on warm ivory) and low-ink printer-friendly
• 5 files: Letter color, A4 color, Letter low-ink, A4 low-ink and the START-HERE guide
• Works with GoodNotes, Notability, Xodo and other PDF apps

━━ HOW IT WORKS ━━
1. Purchase and download your files from Etsy (Purchases and reviews).
2. Print at "Actual size" on regular paper, or import a PDF into GoodNotes, Notability, Xodo or another PDF app.
3. Fill in Read This First and Where to Find Everything, then work through one section at a time.
4. Keep the binder somewhere safe, tell one or two trusted people where it is, and review it once a year.

━━ PLEASE NOTE ━━
• This binder is an organizer, not legal, financial, tax or medical advice, and it is not a will. Make your will, trust, powers of attorney and advance directive with a qualified attorney, and record here where they are kept.
• For your privacy and safety, it records where things are kept, never account numbers, PINs or passwords.
• The Next Steps checklists list general practical steps for a family, not legal advice.
• For personal use only. Please do not share, sell or redistribute the files.
• Colors may vary slightly between screens and printers.
• Because this is a digital product, returns and exchanges are not accepted.
• If anything is wrong with your files, message me and I'll help right away.

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