THE DEATH HAPPENS WORKBOOK — FREE REVIEW EDITION
Turn good intentions into a plan someone else can actually use.
This 180-page fillable and printable PDF companion to The Death Happens Guide gives you structured pages for the names, locations, roles, decisions, and action lists your family may need. Complete it on your computer or print it and write by hand.
ELEVEN PRACTICAL PARTS
1. Start Here
2. People & Personal
3. Legal Documents & Decision Makers
4. Money, Accounts & Debts
5. Property, Business & Insurance
6. Healthcare & End-of-Life Care
7. Digital Life
8. Funeral, Body & Memorial
9. Legacy & Personal Messages
10. When I Die: Survivor Playbook
11. Binder & Annual Review
FREE DURING THE REVIEW PERIOD
This is a review edition, available at no charge while feedback from friends, readers, and professionals helps shape the final published version. Download it, try the sections most relevant to you, and tell us what is clear, missing, or difficult.
KEEP THE MAP HERE. KEEP THE KEYS SOMEWHERE SAFER.
Do not write passwords, PINs, recovery codes, seed phrases, private keys, full Social Security numbers, or safe combinations in the Workbook. Record where secure access instructions are stored instead, and tell two trusted people where to find them.
A usable 70% complete plan beats a perfect unfinished plan.
The Workbook is educational and organizational. It is not a legal document and does not replace current state-specific forms or professional advice.
Want the explanations and the organizer? Get the Guide and Workbook together, free during the review period.
Free review edition of the 180-page fillable and printable Death Happens Workbook. It gives you one practical place to record the information, wishes, locations, and instructions someone else may actually need.
• Record key people, professional contacts, legal authority, and who should be notified.
• Organize the locations of legal, financial, medical, insurance, property, and business records.
• Capture healthcare values, end-of-life wishes, funeral preferences, obituary details, and digital-legacy instructions.
• Track accounts, debts, recurring bills, devices, online services, and other practical responsibilities.
• Prepare survivor steps, annual reviews, personal messages, and the stories worth keeping.
• Complete it on a computer or print it and write by hand.
Keep passwords, PINs, recovery codes, private keys, full Social Security numbers, and safe combinations somewhere more secure; use the Workbook to record where the access instructions are stored. Available at no charge during the review period while reader and professional feedback helps shape the final edition.