Prepare the document your loved ones will need.
A guided organizer to document your accounts, contacts, wishes, and instructions — all in one place, so your family doesn't have to scramble.
Years ago, my grandpa showed me a note on his phone titled “WHEN I DIE.” It had his banking info, insurance policies, investment accounts — stuff he thought we'd need when he was gone. It was thoughtful, but incomplete.
It didn't sit right with me.
Since then, I've seen families scramble after losing someone — digging through filing cabinets, email accounts, and sticky notes trying to piece together the practical details of a person's life. Some of that information was never found.
I've spent the last couple months building what I believe is the most comprehensive free guide to documenting your life. It's a 53 section fillable, printable PDF covering everything from bank accounts and insurance to funeral wishes and pet care.
Nobody wants to prepare for death.
Many people set up trusts and wills. That's great, but doesn't cover the practical day-to-day stuff.
We spend our whole lives doing everything we can for our families, this goes one step further to make their grief a little more manageable.
Choose your format
Same comprehensive guide, two ways to use it.
Free Fillable PDF
Free, instant download. Type directly into the document on your computer, or print it out and fill it in by hand. All 53 sections included.
- Download for free
- Fillable fields — type or handwrite
- Print-ready, letter-size formatting
Bound Book + Fire-rated Storage Box
A professionally printed and bound copy of the complete guide, shipped with a fire-rated document storage box to keep it safe.
- Professionally printed and bound
- Fire-rated document storage box included
- Write in by hand — no computer needed
- Tangible, secure, and always accessible
What's inside
53 guided sections across 10 categories. Fill in what applies to you, skip what doesn't.
📋Getting Started
- Instructions Upon My Death
- Personal & ID
- Previous Addresses
👥People
- Emergency Contacts
- People to Notify
- Professional Contacts
- Children
- Guardian Nominations
- Adoption Information
🏥Health & Medical
- Health & Medical
- Medications
- Medical Conditions
- Medical Procedures
- Medical Devices
- Healthcare Directives
- Stored Genetic Material
- Psychiatric Advance Directive
- Caregiver Guide
🛡️Insurance & Benefits
- Insurance Policies
- Employment & Benefits
- Government Benefits
- Military Service
💰Financial
- Bank Accounts
- Credit Cards
- Safe Deposit Boxes
- Investment Accounts
- Cryptocurrency & Web3
- Loans & Debts
- Debts Owed to You
- Business Interests
- Trusts
- Legal Agreements
🏠Property
- Real Estate
- Vehicles
- Firearms
- Storage Units
- Valuables
- Personal Property Distribution
💻Digital
- Digital Life
- Social Media Accounts
- Subscriptions
🕊️End of Life
- Funeral & Legacy
- Charitable Giving
- Faith & Religion
📖Personal History
- Education & Certifications
- Ancestry & Personal History
📦Other
- Pets
- Emergency Preparedness
- Rewards & Loyalty
- Memberships
- Physical Keys & Access
- Maintenance Calendar
- Custom Fields
Don't leave your family scrambling.
The best time to organize and communicate this stuff was years ago – the second best time is now.