user image

Jess & Brandon

Build a clear financial plan to feel confident & in control of your money

"When I Die" Planning Guide

"When I Die" Planning Guide

$19

Planning for your death isn’t easy, but it’s one of the most meaningful gifts you can give the people who love you. When you take time to organize your information, outline your wishes, and document the details of your life, you are easing the weight carried by the people who will grieve you most.

This comprehensive guide helps you gather the essentials, your accounts, records, contacts, and preferences so your loved ones aren’t left searching through drawers, emails, and paperwork. Instead, they’ll have clarity. They’ll know what to do and where to find your most important information. And they’ll have more time to honor your life and care for one another.

In this guide,

You will:

  • Record essential information

  • Organize documents your loved ones will need

  • Clarify your wishes

  • Prepare practical tools for your executor

  • Create a system your family can easily follow

Each section includes a short explanation, guided prompts, and worksheets to keep information clear and easy to locate.

You’ll benefit from gathering:

  • Your identification documents

  • Financial account information

  • Login instructions (using your secure coded system)

  • Insurance details

  • Contacts for family, friends, advisors, and employers

  • Your existing estate planning documents, if you have them

Every section you complete is an act of love. Don't put this off any longer. It's time to take action.

*ALL SALES FINAL

Get Our Comprehensive Guide Now

Subtotal :
Tax :
Total :
Loading payment form