Skip to content

How to tell your family the planner exists

A planner nobody can find helps nobody. A short guide to the one conversation that makes it useful.

Why the conversation matters

A completed planner is only as useful as it is findable. If it sits in a drawer no one knows about, it does the same amount of good as no planner at all. The single most important step, after filling it in, is telling at least one trusted person that it exists and where it lives.

Keeping it brief

This does not have to be a heavy, sit-down talk. Most people find a light, matter-of-fact tone works best: "I've written everything down in a book, it's in the top drawer of the desk, and this is the person to call first." You are not asking anyone to dwell on your death — you are handing them a map for a day you hope is far away.

Where to keep the planner

Choose somewhere secure but reachable: with your other important documents, in a home safe, or a specific drawer everyone can be told about. Avoid a safe-deposit box that only you can access. If you keep digital copies of anything, note in the planner where they are and how to get in.