After I’m Gone Planner: A Step-by-Step Guide to Organizing Legal, Financial & Emotional Affairs — From DNR Forms to Social Media Access, So Your Family Knows Exactly What to Do

When something happens, your family shouldn’t have to search, guess, or argue.
his “After I’m Gone” planner helps you organize the most important details of your life—so the people you love can act quickly, honor your wishes, and avoid unnecessary stress.

Inside, you’ll find clear, step-by-step sections to record:

• Personal & family information (IDs, emergency contacts, children, spouse/partner, and pets).

• Legal planning details (where documents are kept, who to contact, and what you want done).

• Financial accounts and monthly obligations (banking, credit cards, insurance, investments, debts, and bill tracking).

• Medical information and end-of-life preferences (providers, medications, coverage, and care wishes).

• Funeral and final arrangements (service preferences, contacts, and instructions your family can follow).

• Digital legacy essentials (devices, online accounts, and guidance for accessing or closing accounts).

• Heirlooms, belongings, and “who gets what” notes (locations, distribution lists, and special items).

• Space for heartfelt letters and messages to the people who matter most.

This planner is designed to be practical, private, and easy to update—whether you’re preparing as a parent, spouse, caregiver, or simply someone who wants to leave a thoughtful plan behind.

Important note: This planner is for organizational and informational purposes only and is not legal, financial, or medical advice. For legal documents and state-specific requirements, consult a qualified professional.