The Peace of Mind Planner
$17.99
A gift of clarity for the people you love.
The Peace of Mind Planner is one calm place for your wishes, the people to call, and where every important paper is kept. If something happens, your family opens it and knows what to do next.
What's inside:
• Start Here for my family: who to call first and where this planner is kept
• My wishes: care wishes if you are ever seriously ill, arrangements, the service or celebration you'd like, notes for sharing the news
• Attorney, executor and advisor contact cards
• Where things are kept: documents, accounts and beneficiaries, retirement and benefits, bills, home, vehicles and keys
• Digital accounts and who to let know
• Pets and the people who depend on you
• Letters to loved ones and special things with their stories
• A yearly review log
27 pages, US Letter, plus a phone & iPad edition sized for small screens. Type in it or print it blank. It records where things are, never account numbers or passwords.
Bonus: each section as its own small fillable PDF, so you can use only what fits your life.
Pairs with Helping Our Aging Parents and the Aging Parent Care Handoff Kit.
This is an organizing tool, not legal, medical or financial advice.
This planner was created with the help of AI tools. Every page was directed, edited and approved by me before it was published.