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End-of-life planning: what to do and where to start

Deciding what matters, then making it findable: people, papers, wishes, and access — done while you can still do it calmly.

Not a will · Not legal advice

By End of Life PlannerUpdated

What end-of-life planning covers

It means deciding what matters and making it findable: who to call, where the papers are, what you’d want for care, your funeral wishes, and how you’d like to be remembered. In everyday language, it’s getting your affairs in order.

It is not a will, a power of attorney, or a medical directive. Those are legal documents. Planning is the layer around them: contacts, locations, and plain-language wishes a family actually uses.

Where to start

Begin with the people who will help, then choose one part of the plan to work on together.

  1. 01

    Name who to call first, and who may help you fill this in.

  2. 02

    Point to where papers live

    Drawer, attorney, or “I will add this later.”

  3. 03

    Write ceremony notes in plain language, even if they are incomplete.

  4. 04

    Say how someone finds accounts, not the passwords.

  5. 05

    Tell one person how to find the file when they need it.

Common blockers

  • “I’ll do it later”

    Start with who to call. That one line is a real start.

  • “It feels too private”

    You choose who sees what, and you can take it back.

  • “Isn't this a legal thing?”

    An attorney drafts wills. A planner organizes.

Sources

Public references this page draws on. We are not affiliated with these agencies, and this is not legal, medical, or funeral-director advice.

Next steps

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

  • Planning checklistWork through a practical checklist for contacts, documents, care preferences, final wishes, and digital accounts, with a free worksheet to record answers.
  • Affairs in orderStart getting your affairs in order with a manageable first conversation. Choose a helper, agree on priorities, and keep the work moving at your pace.
  • Planner templateDownload a free end-of-life planner PDF with space for contacts, document locations, care notes, final wishes, and digital account instructions.

When you're ready, keep the plan in one place.

Start my plan