End of Life Planner Fillable PDF, Accounts, Wishes and Contacts Record, Not a Will

Not a will, not legal advice. A fillable record that tells the people you trust where things are: accounts, subscriptions, wishes and who to contact. It is 23 pages. It gives no legal steps, and the wishes pages have no legal effect.

People and papers: Read this first (page 3), About me (page 4), People to tell (page 5), Professional contacts (page 6), Where my papers are (page 7).

Money: Bank and cash accounts (pages 8 and 9), Retirement and investments (page 10), Insurance policies (page 11), Loans and debts (page 12), Property and vehicles (page 13), Bills and automatic payments (page 14). The account pages ask for the last 4 digits only.

Subscriptions (pages 15 and 16): 40 rows for what renews by itself, with a box to tick if you would like it cancelled.

Online: Online accounts (page 17) and Phones and devices (page 18). They ask where passwords are kept, never for the passwords.

Wishes: My wishes for a service (page 19), facts for a life story (page 20), pets and things that matter to you (page 21), Letters and messages (page 22).

Update log (page 23): note each change, so a reader can tell how current the file is.

Page 2 is a contents page with links, and each page links back to it.

HOW THIS WAS MADE
AI helped write the listing text, the how-to text, the printed labels and the code that builds this file. Scripts tested: the 1,432 fields, that every field name is unique, typing into every field and reading it back after a save, a second save, the Tab order, every contents link and back link, the line Not a will, not legal advice on every page, a scan of every page for legal steps and medical guidance, ink near the page edge and text overflow. No person is claimed to have checked it unless stated here.

License: for your personal use only. No resale or sharing of this file.

WHAT'S INCLUDED
- End-of-Life-Planner-Letter.pdf, 23 pages
- End-of-Life-Planner-A4.pdf, 23 pages
- Start-Here-End-of-Life-Planner.pdf, how to fill it in, save it and print it

Digital download. Nothing is shipped.

File sizes:


End-of-Life-Planner-A4.pdf: 410,090 bytes
End-of-Life-Planner-Letter.pdf: 411,395 bytes
Start-Here-End-of-Life-Planner.pdf: 34,201 bytes


COMPATIBILITY
Fillable PDF with form fields. Page sizes in the files: US Letter 612 x 792 pt and A4 595 x 842 pt. Each size has 1,432 fields. Tested by scripts only: a script typed into every field through PDFium's form engine, saved the file, reopened it and read each entry back with two PDF libraries (pikepdf and pypdf). It also drew the saved file with PDFium and poppler and found each entry on the page. Not tested: no PDF app has been tried, including Adobe Acrobat Reader, Preview and web browsers, so opening, typing and saving in an app is untested. It has not been test-printed on a real printer. Fields use a Western font: accented letters such as é and ñ were typed and read back in that script, and other alphabets were not tested.

QUESTIONS AND HOW-TO
Is this a will? No. Not a will, not legal advice. It does not decide who gets what. If you want a will or any legal paper, this file is not one. A lawyer in your area can tell you what applies to you.

Should I type my passwords in it? No. The pages ask for where the passwords are kept and for the last 4 digits of an account or policy, not full numbers or PINs.

Who should know about it? Someone you trust. Page 3 has a place to say where the printed copy is and who knows about it.

Does the file send my details anywhere? No. It has no scripts, web links or submit buttons, and a script checked for them. Where it is stored is up to you.

What happens if I type too much in a box? A box holds only what fits. On screen a long entry can scroll out of sight, and on paper anything past the edge of the box does not print. Check the printed page before you rely on it.

Using this fillable PDF

Save the PDF to your computer, then open the saved copy in a PDF app that fills in forms.

Scripts tested typing, saving and reopening. No PDF app has been tried, including Acrobat Reader, Preview and web browsers.

Click a field and type. Press Tab to move to the next field.

Save often. Close and reopen the file once to check your entries are still there. If not, try another PDF app.

Keep the blank file as it came, and save your filled copy under a new name.

Print it with your entries, or print it blank and write by hand.

Store your filled copy where only you and people you trust can open it.

Print settings for this PDF

Open the PDF in Adobe Acrobat Reader or Preview, not in a browser tab. Browsers can change the scale without telling you.

In the print window, pick the paper size that matches the file name.

In Acrobat Reader, set Page Sizing to Actual Size. In Preview, set Scale to 100%. If the edges get cut off, switch to Fit in Acrobat Reader or Scale to Fit in Preview.

Print one page first and check it before you print the rest.

To print only some pages, type the numbers in the Pages box, for example 3-8.

For double-sided pages, choose flip on long edge for portrait pages.

A4 or US Letter

US Letter is 8.5 x 11 inches (216 x 279 mm). It is the usual paper in the United States and Canada.

A4 is 210 x 297 mm (8.3 x 11.7 inches). It is the usual paper in most other countries.

The paper size is in each file name. Print the one that matches the paper in your printer.

If you only have the other size, use Fit or Scale to Fit in the print window. The page will come out slightly smaller, with wider margins.

HOW AI WAS USED
AI helped write the listing text, the how-to text, the printed labels and the code that builds this file. Scripts tested: the 1,432 fields, that every field name is unique, typing into every field and reading it back after a save, a second save, the Tab order, every contents link and back link, the line Not a will, not legal advice on every page, a scan of every page for legal steps and medical guidance, ink near the page edge and text overflow. No person is claimed to have checked it unless stated here.

PLEASE NOTE
Not a will, not legal advice. This file does not transfer anything to anyone and does not replace any legal, tax or financial professional. Laws differ by place. You are responsible for what you enter and for keeping it private. Digital files cannot be returned once downloaded; if a file does not open or a link is broken, send a message through Etsy. License: for your personal use only. No resale or sharing of this file.