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Your Financial Life in One Spot
This final arrangements planner has space to record important financial and legal information about your life, such as legal agreements; insurance policies; bank accounts and credit cards; investments; pensions; beneficiaries; investment properties; and debts and judgements. There's also room to record the day-to-day accounts and bills that may need to continue being paid, such as in a medical emergency.
In case of a medical emergency that leaves you incapacitated or unable to communicate, the Healthcare Decisions section contains information your loved ones will need to know to help you in your time of need, such as where to find your advance directive or living will. Section 16 of the planner contains a funeral planning guide, where you can outline your burial, funeral service, and obituary wishes. Save your family and loved ones the stress of guessing what you would have wanted by outlining your final arrangements in advance
with this funeral planning book.
This personal information manager prompts you to list contact information for key people in your lives, including the practical contacts your loved ones will need to know, such as your lawyer and accountant/tax preparer.
There's also space in this important information notebook to write down where to find important documents and items your loved ones may need access to in case of a medical emergency or death.
Easy to Read and Easy to Use
End of Life Planning, Designed Specifically for Seniors:
- Enlarged 15-point to 18-point print with clear black ink throughout and fonts chosen for readability. No faint, hard-to-read text text in this peace of mind planner.
- Plenty of space to write, leaving you lots of room to share your most important instructions and messages for loved ones in this when I die book planner.
- Easy to follow prompts mean no detail or instruction is left unrecorded. Enjoy the peace of mind that comes with knowing this final wishes planner and end of life organizer contains all the essential information to settle your estate or manage your affairs in an emergency.
- Written for a USA audience, with US-specific vocabulary related to places, insurance, health, government records, retirement accounts, etc.
TJ
2025-08-23 15:15:46
Great “Just in Case†End of Life Planner for Seniors and Middle Aged, TooI was looking for an estate planning binder or a how-to estate planning book for my parents, and I’m glad I ended up ordering this. Got it for my parents, but when my wife saw it, she said we need to fill one out, too.As others have said, the text is very large, high contrast and easy to read, and there’s a lot of room to write.As an estate planning organizer, there is a ton of good content in here. I ended up buying this one because it’s bigger than a lot of the others I’d seen (more room to write) and it seemed from the reviews there isn’t that much filler / blank pages. This planner is 224 pages and Pages 7 through 206 are all filled with extremely useful content and prompts, which is almost 90% of the book. Lots of stuff I wouldn’t have thought of and overall it’s a pretty comprehensive estate planning book.The funeral arrangements and obituary planner section are extremely well thought out, and I hope my parents fill this section out, as it will make it so much easier knowing exactly what their final wishes are when the time comes.Lots of the stuff in here is stuff that isn’t in a typical will, so it’s a good supplement to a last will and testament and living will.Overall this is a great solution for end of life planning that everyone should consider buying, no matter which stage of life they’re in.
Nancy Emmons
2025-08-21 15:46:35
While I’m in no hurry to leave this world, I do feel better for have some preparations made. One is this aEnd of Life planner. There is a lot of room to hand write what you want your loved ones to know. I’m writing in pencil in case I need to update. The book is well organized and is great if you, like me, want to use a simple method.
PghPammy
2025-08-20 11:04:43
Since I lost my husband this year, I have been working on putting together all our important information for the kids so they will have it all in one place. Not a pleasant task, but it’s hard enough to deal with without them having to search for the information that they will need. I don’t want them to have the added stress about locating what they need or possibly have disagreements about our final wishes. This is very well made and organized so it will be ready for them when my time comes.
Hibiscis
2025-07-10 15:05:28
This little book covers everything that I can think of in need. Am giving a four stars because if it were 8 1/2 x 11, just a little bit larger, I could add some of my documents that are printed on that size paper. I Can fold some of them and put them in the pocket but the pocket doesn’t really hold everything that I need to put in it. otherwise it’s perfect And I can deal with the size issue
Billie C
2025-06-17 13:45:33
Easy to follow and has entries for all the important information!
lbilotta
2025-06-03 12:55:31
Great planner for anyone, not just seniors. Thorough categories and sufficient space to record info. Would suggest a waterproof/ fireproof folder or box to store this and other docs/files/media in after it's complete. Helped me see where I have holes in my end of life planning so my kids are less overwhelmed with what to do next, what needs to be paid when, and where to find stuff.
Maude
2025-03-25 14:14:24
Everything in one place for family. Very easy instructions in this book.
Donna
2025-02-16 20:08:50
It was just what I need. To keep all my necessary information in one place
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