Our goal is to relieve the burden on both yourself and your loved ones during difficult days, ensuring all essential relevant information is in one, easy to access place.
Make life easier for those you leave behind.
Help your family or friends trace all important information they will need when you die.
We've created this guide for you so you have an easy place to write everything down.
Find a safe place to keep it, such as with your will, and let your family or close friends know about it
Your details will change over time so think about updating it once a year or when your circumstances change.
It is really important that you keep this book in a secure place at all times as it will contain sensitive and confidential information.
You can record the following information: ✓Personal Record
✓All your personal information
✓Financial Information
✓Bank accounts & Credit cards, Mortgage, Pension/Retirement plans, Insurance (e.g. health, car, homeowners, other), Location of important documents, Other important financial information.
✓Funeral Wishes
✓Your Funeral preferences, Obituary, Personal instructions, Final deposition, Special wishes and instructions.
✓Online Accounts
✓Email, social media accounts, subscriptions or other important login information.
✓People that you want to get notified of your passing
✓Genealogy/Family
✓Space to record grandparents, siblings, spouse(s), children, step-children, grandchildren, etc
✓Your Pets
✓All important information about your pets
✓Belongings
✓Your belongings and what to do with them.
✓Special Thoughts...
✓Some thoughts you would like to share with your family and friends.
✓Miscellaneous Information
✓All other information not covered in the previous pages
This planner is not a legal document and does not replace a valid will.
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