Get the Life & Legacy Planning Guide Now!

$17$27

Most of us carry this information in our heads — where the will is, what the passwords are, who to call first. Everything in One Place gets it out of your head and into one guide, so the people you love aren't searching for answers during the hardest week of their lives.
This isn't a will, and it doesn't replace one. It's the practical layer underneath it: the accounts, the contacts, the small decisions nobody thinks to write down until someone needs them.
Created by a hospice social worker with 24+ years of clinical experience sitting with families in exactly this moment.
What's inside:
Who to call first, and your trusted professionals
Legal papers and advance directives — what you have and where it's kept
Health conditions, code status, and a full medication list
Insurance, bank accounts, property, and debt information
Comfort care preferences and final arrangements
And more...
Format:
A fill in or print-at-home PDF, designed with large, high-contrast type that's easy to read, easy to fill, and easy to write in by hand. Download it and fill it in or print it and fill it in at your own pace — there's no need to finish it in one sitting.
This guide is for educational and organizational purposes only. It is not legal, financial or medical advice, and it does not replace a will, power of attorney, advance directive, or guidance from an attorney, financial professional or doctor.
(Note: This is a standalone digital download for self-paced reflection. If you want guidance completing this document together, choose the 1:1 Kickstart Planning Session option on my main page!)

Get the Life & Legacy Planning Guide Now!

$17$27

Most of us carry this information in our heads — where the will is, what the passwords are, who to call first. Everything in One Place gets it out of your head and into one guide, so the people you love aren't searching for answers during the hardest week of their lives.
This isn't a will, and it doesn't replace one. It's the practical layer underneath it: the accounts, the contacts, the small decisions nobody thinks to write down until someone needs them.
Created by a hospice social worker with 24+ years of clinical experience sitting with families in exactly this moment.
What's inside:
Who to call first, and your trusted professionals
Legal papers and advance directives — what you have and where it's kept
Health conditions, code status, and a full medication list
Insurance, bank accounts, property, and debt information
Comfort care preferences and final arrangements
And more...
Format:
A fill in or print-at-home PDF, designed with large, high-contrast type that's easy to read, easy to fill, and easy to write in by hand. Download it and fill it in or print it and fill it in at your own pace — there's no need to finish it in one sitting.
This guide is for educational and organizational purposes only. It is not legal, financial or medical advice, and it does not replace a will, power of attorney, advance directive, or guidance from an attorney, financial professional or doctor.
(Note: This is a standalone digital download for self-paced reflection. If you want guidance completing this document together, choose the 1:1 Kickstart Planning Session option on my main page!)