End of Life PlannerHow to choose the best end-of-life planner
Choose a format you can keep current and your family can find. Compare paper binders, printable worksheets, and digital planners by how you will use them.
By End of Life PlannerUpdated
About this guide
We make and sell End of Life Planner. This is our guide to choosing a format, not an independent ranking or a hands-on review of competing products. A paper option may suit you better if you prefer working offline.
Which format fits your family?
Consider who will update the plan, who will need it, and whether they can use it without your help.
Paper binder or workbook
- Useful if you prefer handwriting and your family can reach the physical copy.
- You can arrange papers and notes together without an account or device.
- Decide where it will live, who can open it, and how you will update any duplicate copies. Protect it from loss and damage.
Printable worksheet
- Useful if you want prompts to get started and a document you can print again.
- Check whether the file is a blank printable, an editable document, or a fillable PDF; these offer different ways to record answers.
- Choose how to protect the completed file and tell your family which copy is current.
Digital planner
- Useful if you want to update information online and give people controlled access.
- Compare permissions, recovery options, storage limits, and what your family needs to open the plan.
- Check the actual export format, whether it works offline, and the terms for cancellation or service closure. Capabilities and prices vary by provider.
Questions to ask before paying
Can you try the prompts before buying? Can a trusted person open the plan with the access you intend to give them? What happens if you forget your passphrase or lose a device?
Ask what you can download, whether downloaded files need an account or internet connection, and what happens to access if you stop paying. Compare the full cost and written terms rather than assuming all subscriptions or one-time purchases work alike.
An organizer helps you record and find information. If you need legal documents prepared, assess that service separately and check what is included for your situation.