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Guides

Find a starting point for planning ahead, organizing documents, recording wishes, or helping after a death.

Not a will · Not legal advice

All guides

Choose the topic you need today. You can work through the rest at your own pace.

  • End-of-life planning

    Understand what end-of-life planning involves, how the different parts fit together, and where to begin with your wishes, documents, and trusted people.

  • Planning checklist

    Work through a practical checklist for contacts, documents, care preferences, final wishes, and digital accounts, with a free worksheet to record answers.

  • Affairs in order

    Start getting your affairs in order with a manageable first conversation. Choose a helper, agree on priorities, and keep the work moving at your pace.

  • Documents

    Find out which end-of-life documents to gather, how to record original locations, and how to organize copies so your family can find them.

  • Final wishes

    Decide what to include in your final wishes, from a memorial to pet care. Use short examples and a checklist to record what matters to you.

  • Legacy letter

    Write a legacy letter with personal prompts, a simple outline, and a fictional example. Share memories, values, and messages your family can keep.

  • Funeral wishes

    Record burial or cremation preferences, music, traditions, and gathering details. Tell the people arranging things which wishes matter most.

  • Emergency binder

    Build an emergency binder your family can find and use. Organize sections, protect sensitive papers, and keep a current copy accessible.

  • Digital legacy

    Plan for email, photos, social accounts, and devices. Record your wishes and tell trusted people how to find authorized access arrangements.

  • How to choose

    Compare paper binders, printable worksheets, and digital planners. Weigh sharing, privacy, cost, and upkeep to choose a format that suits your family.

  • When someone dies

    Find a calm first-days checklist after a death: who to contact, which papers to locate, and practical tasks to organize, with links to US public resources.

Printable worksheets

Blank forms and PDFs are under free templates, not in these guides.

Next steps

Continue with a related guide, worksheet, or product feature.

  • End-of-life planningUnderstand what end-of-life planning involves, how the different parts fit together, and where to begin with your wishes, documents, and trusted people.
  • Planning checklistWork through a practical checklist for contacts, documents, care preferences, final wishes, and digital accounts, with a free worksheet to record answers.
  • All templatesFree printable templates: an end-of-life planner worksheet and a final-wishes document, with PDFs and print-ready pages.