{"product_id":"end-of-life-planner-pdf","title":"The Ultimate End of Life Planner — PDF Edition","description":"\u003cp\u003e\u003cstrong\u003eThe document your family hopes exists.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eMost \"after-death\" organizers list your belongings and stop. This one is two books in one: 21 sections you fill in, then 20 pages written to whoever ends up holding it — the first 30 days, the certified death certificates, the benefits to claim and the ones to stop. It records where things are and who to call, never passwords or account numbers.\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eInstant PDF Download · 52-page Guided Fill-In Organizer\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eBy M. E. Hart\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eEducational information only — not legal, financial, medical, or tax advice.\u003c\/em\u003e\u003c\/p\u003e\n\u003ch3\u003eThe plan your family hopes exists — written down before they ever need it\u003c\/h3\u003e\n\u003cp\u003eWhen someone dies, the people who love them are handed a second job on the worst week of their lives: find the will, call the right people, close the accounts, and somehow guess what their parent or partner would have wanted. The End of Life Planner is the one place that answers those questions in advance — so your family can grieve instead of digging through drawers and shared inboxes.\u003c\/p\u003e\n\u003cp\u003eIt's a guided, fill-in organizer, not a legal form. You complete it at your own pace, a few pages at a time, and it stays useful for years. It records where things are and who to call — never passwords, PINs, or full account numbers — so it's safe even if it's misplaced, and it works alongside a will, trust, and advance directive rather than replacing them.\u003c\/p\u003e\n\u003cp\u003eAt 52 pages it's now two books in one. Part One is yours. Part Two is written to whoever ends up holding it — a named executor has a legal job with real deadlines and almost nobody has done it before, so those 20 pages lay out the order of operations from week one through the first anniversary.\u003c\/p\u003e\n\u003ch3\u003eHalf the book is written to your executor, not to you\u003c\/h3\u003e\n\u003cp\u003eMost organizers just list your belongings and stop. This one is built around what actually happens next. Twenty pages walk whoever is in charge through week one, then weeks two to four, then days 30 to 90, then everything due before the first anniversary — and every task points to the exact page where the name, number, or location they need is written down. It's the practical stuff nobody hands you: order ten certified death certificates rather than two, don't cancel the phone line early or the two-factor codes go with it, and don't pay beneficiaries before debts and taxes are settled.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside — the full picture, in one place\u003c\/h3\u003e\n\u003ch4\u003eYour people\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eFamily, friends \u0026amp; who to call first\u003c\/li\u003e\n\u003cli\u003eYour executor, attorney \u0026amp; financial pros\u003c\/li\u003e\n\u003cli\u003eWho to tell, and in what order\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eDocuments \u0026amp; where they live\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eWill, trust \u0026amp; advance directive locations\u003c\/li\u003e\n\u003cli\u003eInsurance, deeds \u0026amp; titles\u003c\/li\u003e\n\u003cli\u003eA locator for every important paper\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eAccounts \u0026amp; money\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eBanks, retirement \u0026amp; investment accounts\u003c\/li\u003e\n\u003cli\u003eBills, autopay \u0026amp; subscriptions to stop\u003c\/li\u003e\n\u003cli\u003eWhere it is — never the numbers themselves\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eProperty \u0026amp; belongings\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eHome, vehicles \u0026amp; valuables\u003c\/li\u003e\n\u003cli\u003eA business that doesn't pause for a funeral\u003c\/li\u003e\n\u003cli\u003eSpecific items and who they go to\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eWishes \u0026amp; final arrangements\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eMedical and end-of-life preferences\u003c\/li\u003e\n\u003cli\u003eService, burial or cremation wishes\u003c\/li\u003e\n\u003cli\u003eMessages for the people you love\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eFirst steps for your family\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eWeek one, then 90 days to a year\u003c\/li\u003e\n\u003cli\u003eWho needs a certified death certificate\u003c\/li\u003e\n\u003cli\u003eEach step linked to the right page\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eBenefits to claim \u0026amp; to stop\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eWhat has to be applied for, and by when\u003c\/li\u003e\n\u003cli\u003eWhat to turn off, and in what order\u003c\/li\u003e\n\u003cli\u003eA line for who you spoke to and when\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eKeeping it true\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eSpare sheets for more accounts\u003c\/li\u003e\n\u003cli\u003eFive pages for letters in your own words\u003c\/li\u003e\n\u003cli\u003eA review log that runs 15 years\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eYour digital life\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eDevices, and the master keys that open them\u003c\/li\u003e\n\u003cli\u003eLegacy contacts, account by account\u003c\/li\u003e\n\u003cli\u003eWhat to close, what to save, what to memorialize\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eQuestions people ask\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eHow do I start end-of-life planning?\u003c\/strong\u003e\u003cbr\u003eThe easiest way to start end-of-life planning is to work from a single guided planner instead of a blank page — it turns an overwhelming subject into a short list of prompts. Begin with the essentials families scramble for most: where your important documents live, your accounts and insurance, your medical wishes, and who to contact. You don't have to finish in one sitting; filling in a few pages at a time is what makes it far less stressful than trying to hold it all in your head.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat is an end of life planner?\u003c\/strong\u003e\u003cbr\u003eIt's a guided organizer that gathers, in one place, everything your family would need to find and settle after you're gone — your key people, where your documents live, your accounts and property, and your medical and final wishes. The End of Life Planner adds a First Steps guide that walks your family through the actual handoff, with every task cross-referenced to the page that answers it.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow is this different from a will?\u003c\/strong\u003e\u003cbr\u003eA will is a legal document that says who inherits what; this planner is the practical map your family uses to act on it. It tells them where the will is, who to call, which accounts exist, and what you wanted — the day-to-day details a will doesn't capture. It complements a will, trust, and advance directive; it does not replace them, and it isn't legal advice.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIs it safe to write all of this down?\u003c\/strong\u003e\u003cbr\u003eYes — by design. The planner records where things are and who to call, never passwords, PINs, Social Security numbers, or full account numbers. That makes it genuinely useful to the people you trust and useless to anyone who shouldn't have it, even if the book is ever misplaced. Keep it somewhere your executor or a close family member knows to look.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho should fill this out?\u003c\/strong\u003e\u003cbr\u003eAnyone who wants to spare their family a stressful guessing game — not just older adults. It's written in plain English for couples, solo households, and adult children helping a parent get organized. You can complete it alone or together, a few pages at a time.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIs this a book I write in?\u003c\/strong\u003e\u003cbr\u003eYes. It's a paperback guided organizer you fill in by hand — part planner, part journal, with prompts, labeled spaces, and room for legacy letters in your own words. Order the paperback and we mail it to you, or download the PDF and start tonight. Published under the pen name M. E. Hart as part of the Retirement In Order series.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIs there a PDF version of this end of life planner?\u003c\/strong\u003e\u003cbr\u003eThere's a printable + fillable PDF (instant download) in the Retirement In Order shop, and it covers the same Part One record-keeping. It is not identical any more: the 52-page paperback adds a 20-page executor half — the first 30 days through the first anniversary, death certificates, benefits to claim and to stop, and digital legacy handoff — that the PDF doesn't include. Choose the PDF if you'd rather type your answers or reprint pages as they change; choose the book if you want the executor walkthrough and a bound copy to fill in by hand.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDoes it cover what to do when someone dies?\u003c\/strong\u003e\u003cbr\u003eYes, and it's half the book. Part Two is 20 pages written to whoever is in charge: week one (get the original will, order death certificates, secure the home, tell the bank but don't empty accounts), weeks two to four (probate, filing the will, opening an estate account), days 30 to 90, and everything due before the first anniversary. It also covers who needs a certified death certificate and how many to order, which benefits have to be claimed, which have to be stopped and in what order, and how to hand off or memorialize a digital life. Every step points to the page where the answer is written down. It's an order of operations, not legal advice.\u003c\/p\u003e","brand":"Retirement In Order","offers":[{"title":"Default Title","offer_id":44281961054311,"sku":"RIO-EB-END-OF-LIFE-PLANNER-PDF","price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0680\/7312\/8039\/files\/end-of-life-planner-book-thumb_050a9b3d-ef4c-485b-87f4-3560e4c10452.png?v=1785178494","url":"https:\/\/shop.retirementinorder.com\/products\/end-of-life-planner-pdf","provider":"Retirement In Order","version":"1.0","type":"link"}