FREE PLANNING TOOLS

Start with one useful page. You do not have to organize everything today.

25 THINGS YOUR FAMILY NEEDS TO KNOW BEFORE YOU DIE

This practical four-page checklist helps you spot the people, documents, accounts, care information, digital-life details, property, wishes, and first-week questions most likely to create confusion. Download it directly below—no email required.

FREE FORMS & PLANNING PACKETS

Use the Free Forms menu to find:

• DNR / DNI Planning Packet

• Durable Financial Power of Attorney

• Simple Last Will & Testament

• Durable Medical Power of Attorney

• Living Will / Healthcare Directive

Forms and requirements vary by state. Review the instructions on each page and use current state-specific forms or qualified professional guidance when appropriate.

USEFUL—WITHOUT REPLACING THE FULL SYSTEM

The checklist and forms help with individual tasks. The Guide explains the decisions in depth, and the 180-page Workbook gives the whole plan a structured place to live. Both are free during the review period.

A SECURITY RULE WORTH KEEPING

Do not put passwords, PINs, recovery codes, seed phrases, private keys, full Social Security numbers, or safe combinations on a checklist or in the Workbook. Record where secure access instructions are stored instead.

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If you would like practical planning notes, new resources, and review-edition updates, you can subscribe below. The checklist download is available whether or not you subscribe.