Important Documents
How to Organize Important Documents: A Calm, Simple System
A clear, step-by-step guide to organizing your important documents at home so your family always knows where to look and what to do.
End of Life Planner
Make life easier for those you leave behind
A guided paperback planner that gathers everything your family will need — in one place, in your own hand.
Affiliate link — I may earn a commission from qualifying purchases at no additional cost to you.
Scroll — the planner opens
Twenty sections. One quiet afternoon to begin.
Affiliate link — I may earn a commission from qualifying purchases at no additional cost to you.
End of Life Planner
Make life easier for those you leave behind
A guided paperback planner that gathers everything your family will need — in one place, in your own hand.
Affiliate link — I may earn a commission from qualifying purchases at no additional cost to you.
Why it exists
Accounts and passwords, policies and payments, wishes never written down — the people you love are left to reconstruct your life while mourning it. This planner is a single, physical place to record it all now, so they never have to search.
Inside the planner
Twenty guided sections, from practical records to final words.
Who it’s for
You’d rather your family inherit answers than questions. Fill it in at your own pace and keep it with your important papers.
A gentle, structured way to sit down together and get the essentials out of their head and onto paper.
One planner each, or one shared afternoon — either way, both of you know where everything stands.
How it works
1
It ships as a large-format paperback from Amazon.
2
Start with the practical sections; the personal ones can wait until you’re ready.
3
One trusted person who knows where to look is the whole point.
4
Accounts change. A yearly pass keeps it true.
Look inside
Actual pages from the planner. Select any page to enlarge it.
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Questions
No. The planner states clearly on its opening page that it is not a legal document and does not replace a valid will. It organises the practical information a will doesn’t hold — contacts, accounts, wishes, where things are — and works alongside one.
Twenty guided, fill-in sections: from personal details, key contacts and medical information through finances, insurance, digital accounts and funeral wishes, to letters for loved ones and final words. Every page is prompts and ruled lines — nothing to compose from scratch.
A large-format 8.5 × 11 inch paperback — big enough to write in comfortably, with a full page or more for each topic.
No. Most people start with the practical sections and return over time. The table of contents makes it easy to fill in whatever feels manageable and skip the rest for now.
Somewhere secure at home — with your important documents is common — and tell at least one trusted person where it lives. A planner nobody can find helps nobody.
The planner is sold on Amazon. Buttons on this site lead to the Amazon listing through an affiliate link; the price you pay is unchanged.
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From readers
Reviews shared by verified Amazon purchasers.
I think the author sharing his personal experience really helped me understand what he was trying to say in the book. I really felt like the book helped me quite a bit.
Verified Purchase · Hardcover
I became a young widow & this book helped me organize & prepare for my own demise & become less scared of the inevitable future.
Verified Purchase · Paperback
So many useful pages with headings for you to put in your information. Lots of room and so many extra pages. Allows for everything you need to make known for after that dreaded day of travel.
Verified Purchase · Hardcover
This workbook made it easy to walk through everything that needs to be done for end of life decisions. There are things that I had not considered, so it was nice to have the fill in the blank format.
Verified Purchase · Paperback
This book is incredible and leaves no stone unturned. Has a lot of information in it that I wouldn't even think that someone would need to know if I pass away unexpectedly. And it is light hearted enough to fit my personality well!
Verified Purchase · Paperback
I recently purchased your book named 'Planning My Death' and to be honest I may be a little pumped about getting everything organized for my family after I leave this crazy place! I recently lost my mother and unfortunately, she passed unexpectedly and her affairs were not in order, which was a mess. When I saw this book, it was a no-brainer. I am still young-ish but you just never know. Your book is awesome!
Verified Purchase · Paperback
This book is a must, and not just for the elderly. By listing all of your important info in one place, including but NOT limited to bank account info, bills, funeral plans, & insurance info you are giving a huge gift to your survivors. Please, get this book, fill it out and let your loved one know exactly where it is kept.
Verified Purchase · Paperback
My husband requested this book because I handle most of the business and running of the home, and he did not want to be left to try to figure things out alone if I pre-deceased him. This book had really comprehensive categories and extra pages where you could add notes, cover a topic not included in the book, or continue a section where you needed additional pages. I worked on this book to fill it in. We went over it together to be sure he could read my handwriting and understand what I meant by things. And we now have a sense of peace and confidence that things will go well if I am not here. It was a most needed and well done book that anyone who leaves loved ones behind should want to complete.
Verified Purchase · Paperback
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Ready when you are
The planner is available as an 8.5 × 11 inch paperback on Amazon.
Affiliate link — I may earn a commission from qualifying purchases at no additional cost to you.