Estate Planning Kit End-of-Life Planner Workbook Fillable PDF| Final Plans Workbook

iorganize31

Designed by iorganize31

Owner of Organized31Shop

What to know

Digital download

Digital file type(s)

1 PDF

This 81-page End-of Life Checklist planning kit workbook is designed for seniors and provides your family with peace of mind and everything they need to know to care for you and your affairs if you are ill and after your death. You can type your information directly into the pdf planner forms and either print them or save them securely. You can also choose to print these forms, fill them by hand and then enter the information into the fillable pdf.

This checklist set allow you to prep and share your final and personal wishes, legacy plans, the location of critical documents and all the details your loved one need to handle your affairs. The checklists are designed to be printed out and completed by hand for those who prefer to write out their responses.

I'm a professional organizer and created these worksheets of instructions and checklists after my personal experience handling my parents' affairs during the difficult time of bereavement.

This printable binder includes:

Title Page
Binder Cover
Section Dividers (8 pages)
Introductory Instructions (7 pages)
Table of Contents (3 pages)
Checklist Instructions (14 pages)
Critical Information Checklists (4 pages)
Health Checklists (10 pages)
Caring for Others Checklists (5 pages)
Finances and Bills Checklists (8 pages)
Estate and Property Checklists (6 pages)
My Business Checklist (1 page)
Passwords & Subscriptions Checklists (4 pages)
My Contacts Checklist (1 page)
My Preferences Checklists (7 pages)
Additional Notes Page (1 page)

You are able to print as many copies of each page and of the entire End-of-Life Planner as many times as you need. This allows you to customize your binder or folder to meet the unique situation for yourself and your significant other.

Your purchase grants you lifetime access to the PDF.

PLEASE NOTE: This is a digital product. Nothing will be shipped to you. You will receive a download link immediately after your purchase.

RETURNS:
Due to the nature of a digital product, it can’t be returned or exchanged after purchase. Please read the description carefully and email us with questions before purchase.

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What buyers say

5.0 (5)

“It helped me to get organized”

S

Aug 4, 2025

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Price:$20.99

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Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(5 reviews)

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5 out of 5 stars 5

S Aug 4, 2025

It helped me to get organized

S Aug 4, 2025

5 out of 5 stars 5

John Feb 4, 2024

Easy to use and thorough

John Feb 4, 2024

5 out of 5 stars 5

RENEE Jul 21, 2023

Great Etsy Seller A+ A+ A+

RENEE Jul 21, 2023

5 out of 5 stars 5

Raylene Dec 27, 2021

Perfect. I am excited to start writing everything down

Raylene Dec 27, 2021

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