Printable, fillable PDF · one state at a time

The End of Life Planner: a printable “when I die” binder for an American household

What your family will go looking for, the week they need it: where the accounts and papers are, who has to be told and how each one wants to hear, and eleven blank letters to tell them with. You print it at home and fill it in yourself, and every fact in it is dated.

A PDF you print on Letter paper, or type into on a computer. Not a bound book, and nothing is shipped.
Records sheets for the bank accounts, beneficiary designations, insurance, property, vehicles, the safe-deposit box and the online accounts.
Who to tell after a death, from the federal agencies to the insurers, each in its own words with the date we checked it.
Eleven blank letters, ready to mail: each reports the death and asks only for what that organization needs.

Order the planner · US$39

On sale now for California, Illinois and Texas. The other states follow, one at a time, as each state’s edition is ready.

The End of Life Planner

US$39

One planner, printed at home: the records your family will look for, the people to tell, and the letters to tell them with.

You fill it in yourself, a sheet at a time, by hand or on screen, and change it whenever something changes. Once printed it needs nothing from us: no login, no subscription, no renewal.

The same planner for everyone in a state. General information, never written for one reader, with every fact dated.
Each organization’s route in its own words, read from its own page, with the day we read it. A fact we cannot date does not print.
It is not a substitute for the advice of an attorney, and it says so on its first page.

The planner

The End of Life Planner

On sale now for California, Illinois and Texas. The other states follow, one at a time, as each state’s edition is ready.

What arrives

Records sheets
Who to tell, and how
What passes outside a will
Eleven notification letters
Your state’s sheet
The cards

Order the planner · US$39

How it works

Pick your state.

Fill in what you know.

Print it, or keep the PDF.

Tell someone where it is.

What it is not

It is not a will, and it decides nothing for you. It records what you have, where it is and who to tell, so your family can find it; it does not say who inherits or whether probate is needed.

It is general information, the same for every reader in a state. Nobody has looked at your situation, and it is not a substitute for the advice of an attorney.

It is published by Valoren, a publisher in London, England. We are not a law firm, and the planner prepares nothing in your name: every letter in it is blank until you fill it in.

The first ten states

California, Illinois and Texas are on sale now. The other editions in this list are being prepared next; the rest follow, one state at a time:

California
Florida
Georgia
Illinois
New York
North Carolina
Ohio
Texas
Virginia
Washington

How it works

Pick your state.

The planner is sold in a state once its edition is ready, and it prints that state’s sheet.

Fill in what you know.

By hand or on screen, a sheet at a time. There is no place for medical details, and nothing you type reaches us.

Print it, or keep the PDF.

At home on Letter paper, or anywhere that prints a PDF. Keep the file with your other papers.

Tell someone where it is.

A planner nobody can find helps nobody.

Order the planner · US$39

FAQ

Common questions

No. It is a PDF: pages laid out to print on Letter paper, with fields you can type into on a computer before you print.

Print it at home, or anywhere that prints a PDF, and keep the file with your other papers. Nothing is shipped.

No. A will says who inherits. The planner records what you have, where it is and who to tell, so your family is not left searching.

It is not a substitute for the advice of an attorney, and nothing in it is written for your situation.

It is on sale now for California, Illinois and Texas, and goes on sale one state at a time as each state’s edition is ready. The first ten are listed above.

Each planner is one state’s edition, with that state’s sheet and nothing from another state.

After a death, each bank, insurer and agency has to be told, one at a time; no one place tells them all. Each letter reports the death and asks the organization for what it needs, and no letter asks for anything to be paid out, transferred or released.

They are blank. You fill them in by hand or on screen and mail them yourself; nothing you write in them reaches us.

The sheets record where things are: the bank, the policy, the account. A full Social Security number has a place on one letter only, the one to a credit bureau, because the bureaus ask for it.

Keep the printed planner where you keep your other private papers, and tell one person where that is.

Yes. It is one state’s edition, so choose the state they live in, print it, and fill it in together, a sheet at a time.

The letters stay blank until the day they are needed.

Valoren, a publisher in London, England, of free, carefully sourced guides and records for families dealing with a death. We are not a law firm, and we do not give advice.

Every fact in the planner shows the body it was read from and the date it was checked.

What arrives

In the order your family would reach for them:

Records sheets. Bank and card accounts, beneficiary designations, insurance, retirement accounts, vehicles, property and how its title is held, the safe-deposit box, and the online accounts your family would need to find. A ruled line to write on by hand, or a field to type into, for each one.

Who to tell, and how. The federal agencies, the three credit bureaus, banks, custodians and insurers: how each one says it wants to hear of a death, in its own words, with the date we read its page. Some take no letter at all, and the map says which.

What passes outside a will. The kinds of thing that usually pass outside a will: beneficiary designations, joint ownership, trusts, and accounts that go on death to a named person. Described in general, so your family knows what to look for and who to ask; never a ruling on yours.

Eleven notification letters. Blank letters for a bank or credit union, a card issuer or lender, one credit bureau, a life insurer, a retirement or investment account, an employer, a pension payer, a service provider, a home lender or landlord, another insurer, and the Department of State for a passport. Each reports the death and asks only for what that organization needs.

Your state’s sheet. One sheet for the state the planner is bought for: what that state’s own court and records offices publish about probate, small estates and death certificates, each as the body states it, with the date it was checked. Nothing from another state.

The cards. Cut-outs with the first-call person’s name and number: one for a wallet, one for the spot by the phone.

Who it is for

For anyone who would rather their family found it all in one place than went looking.

A couple. A parent. An adult child and a parent, doing it together. One sitting starts it; keep it current, and tell someone where it is.

Order the planner · US$39

On sale now for California, Illinois and Texas. The other states follow, one at a time, as each state’s edition is ready.