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Free end-of-life planner template

Download or print five sections for contacts, document locations, care notes, final wishes, and digital accounts. Fill in what you know and return to the rest later.

Free · No signup needed · Not a will

By End of Life PlannerUpdated

The worksheet

Five sections with space for your answers. Print the blank worksheet or download the PDF.

Download PDF

End of Life Planner

Blank template

Fill what you can. Skip what you don’t know yet. Not a will.

  1. 01 of 5

    People & access

    Who to call, and who may see this plan.

    Who to call first · needed

    Name

    Phone

    Optional

    Next of kin

    Optional

    Who may see this plan now

    Family, friend, legacy contact, or professional helping you fill it in.

    Who should see it later

    Legacy contact or others to notify when the time comes.
  2. 02 of 5

    Documents

    Where important papers live — not a will.

    This is not a will. We do not generate legal documents. Note where papers live, or what you will add later.

    Where important papers live · needed

    A drawer, a folder, a person who knows.

    Where a will or estate papers are, if any

    Optional. Location only — we are not a will.

    Insurance, deeds, and titles

    Optional

    IDs and personal records

    Optional
  3. 03 of 5

    Health & care

    Personal notes for family — not a directive.

    Personal notes for the people you trust. This is not a healthcare directive, DNR, or medical order.

    What family should know · needed

    Allergies, wishes, or anything they should not have to guess.

    Medications

    Optional

    Doctors and providers

    Optional
  4. 04 of 5

    Final wishes

    Funeral, memorial, and what you want known.

    Wishes for the people who will arrange things. Not a legal document.

    Funeral or burial wishes · needed

    Burial, cremation, or what you would like them to know.

    Memorial or gathering

    Optional

    A letter or message you want them to have

    Optional. You can keep a longer letter in the vault later.

    Pets, home, and special instructions

    Optional
  5. 05 of 5

    Digital life

    How to find accounts — not passwords.

    Write how they can find access — a password manager, a notebook, a person. Do not store passwords here.

    How to find access · needed

    Where the password manager is, or who knows how to get in.

    How you want accounts handled

    Close, memorialize, or leave for someone to decide.

    Devices, email, and cloud

    Optional. How to find them — not the passwords.

Use the worksheet

Print it, download the PDF, or fill the same sections in the planner.

  1. 01

    Download the PDF or print the blank worksheet.

  2. 02

    Fill what you can. Skip what you don’t know yet.

  3. 03

    Keep the sheet with the rest of your papers, or type the same answers into the planner later.

Keep your next steps nearby

Tick tasks on the planning checklist. Practical funeral instructions have their own final wishes document. The living, encrypted version is the end of life planner.

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.
  • Final wishes documentDownload a final-wishes form, see how to complete it, and read a filled example. For values and stories, write a legacy letter.
  • HomeOrganize wishes, documents, and trusted sharing in one $79 planner. Encrypted vault, export anytime. Not a will.

Use the paper worksheet, or finish the same sections in the planner.

Start my plan