End of Life Planner (Fillable PDF)

End of life planner, fillable PDF: 52 pages for your final wishes and the information your family would need if you were sick, away or gone. Funeral wishes, letters to loved ones, who to notify, contacts, health, money, home and digital accounts in one place, with real form fields you can type into, plus a printable copy to fill in by hand.

WHAT'S INSIDE (52 pages) Your wishes (19 end-of-life pages) - Funeral wishes over 4 pages: burial, cremation, green burial or body donation, funeral home, cemetery or place for ashes, viewing, what to wear, religious or cultural customs, type of service, place, officiant, who should speak, pallbearers, music, readings, flowers or donations, the gathering after, budget preference, pre-paid arrangements and where the papers are, cemetery plot and headstone wording - Obituary notes: the facts to include (family, schools, work, service, groups, where to publish, photo to use) and a page for your life in your own words - 4 ruled letter pages for the people you love - People and organisations to notify (employer, pensions, government benefits, tax office, banks, cards, insurers, utilities, mail forwarding) and subscriptions and memberships to cancel - Digital legacy wishes: close, memorialise or keep each account, what to download first and who should handle it. There is no password field, on purpose - Personal property and keepsakes (2 pages): who you would like to receive special things. Wishes only, not a will - Pet care after I am gone: new caregiver, backup caregiver, money set aside, routine and needs - First days and first month checklists for your family: who to call first, what to do, documents to find and accounts to notify. Wording works in Canada and the US - Review log: when you reviewed your wishes and who you shared them with

Family information (every page of our Emergency Binder) - Cover, how to use the planner and contents - Personal details for 2 adults, children and dependents, emergency contacts, key professionals, doctors and pharmacies - Medical summary for 4 people with a medication list - Insurance, bank accounts, investments, retirement and pensions (last 4 digits only), income and benefits, bills, debts and loans - Property and vehicles, home utilities and where the shutoffs are, service providers and the alarm company - Digital accounts and devices (where the password is kept, never the password) - Important documents checklist, pets, evacuation plan, emergency kit checklist, who to notify, a wishes summary page, 2 notes pages and an update log

WHAT YOU GET

• End-of-Life-Planner-Fillable.pdf (52 pages with form fields: type, tick and save)
• End-of-Life-Planner-Printable.pdf (the same 52 pages to print and fill in by hand)
• Quick-start guide (PDF)

HOW YOU GET IT

Digital download. After checkout you get a download page right away, plus a receipt by email. Nothing is shipped.

COMPATIBILITY

• The fillable planner is a PDF with standard form fields: fill it in on a computer in a PDF reader that supports form fields, and save often
• Or print the printable version and write by hand
• Wording works in Canada and the US (government ID, health card or insurance card, tax ID document)

GOOD FOR

Anyone who wants their family to know their wishes and where everything is: people planning ahead, couples, parents, adult children helping an aging parent, people living alone, and anyone getting organised after a diagnosis, a loss in the family or before a surgery.

PLEASE NOTE

• US Letter size (8.5 x 11 in). On A4 paper, choose Fit to page when printing
• By design there are no fields for passwords, PINs or full account or ID numbers: you write the last 4 digits and where things are kept
• Typed text in the letter and notes boxes does not follow the printed ruled lines. For a handwritten letter, print the page
• This planner includes every page of our Emergency Binder plus 19 end-of-life pages, so please don't buy both
• Once filled in, this planner holds private information: keep the printed copy and the file somewhere secure, and tell one trusted person where it is
• For your own household's use; please don't resell or share the files

DISCLAIMER

This planner is an organising tool, not legal, financial, medical or funeral advice. It is not a will, a power of attorney, a health care directive or a pre-arranged funeral contract and does not replace a lawyer or notary or advice from a qualified professional.

HOW IT WAS MADE

Designed by VARS Digital with AI-assisted tools. Every form field is checked before release.

QUESTIONS

Email varsdigitals@gmail.com and we'll help you get set up.