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End of Life Tools
  • Fillable PDF (US Letter and A4)

Planner · 66 pages

The Family Legacy Binder

Everything your family will need to know, in one place.

$39one-time payment

Secure checkout by Stripe. Instant download. 30-day refund.

  • Download straight after checkout, and by email
  • Fill in on screen or print at home
  • 30-day money-back guarantee

If something happened to you tomorrow, would your family know where the will is, which bank accounts you have, how the bills get paid or what you wanted for your funeral? This binder is where all of that lives.

Work through it a section at a time: personal details and where documents are kept, contacts, medical wishes, money, insurance, property, debts, online accounts, pets, funeral wishes and letters to the people you love. An update log at the back reminds you to review it once a year.

It's designed so you record where things are and how to reach them, not your actual passwords or account numbers in full, so it stays useful without becoming a security risk.

What's inside

  • Personal details and where key documents are kept
  • Family, friends and professional contacts
  • Medical information and advance directive locations
  • Bank, investment and retirement accounts
  • Insurance policies and how to claim
  • Property, vehicles and valuables
  • Debts, bills and household running costs
  • Online accounts and digital legacy plan
  • Pets and their care
  • Funeral and memorial wishes
  • Letters to loved ones
  • Annual review log

Who it's for

  • Anyone who wants to spare their family the guesswork
  • Couples organising their affairs together
  • Adult children helping a parent get organised

Frequently asked questions

How do I get my download?

Straight after checkout you'll see your download links, and we email them to you as well. Links work for 7 days, and you can request fresh ones any time from the downloads page using the email you bought with.

What paper size is it?

Every PDF comes in both US Letter and A4, so it prints properly wherever you are.

Can I fill it in on screen?

Yes. The fillable PDFs work in free apps like Adobe Acrobat Reader, Apple Preview and most browsers. You can also print them and write by hand.

What if it isn't right for me?

Email us within 30 days and we'll refund you in full. No forms, no questions.

Free tools that go with it

Digital Legacy ChecklistPlan for passwords, email, social media and online accounts.Open tool
Funeral Type FinderAnswer a few questions to find the type of service that fits.Open tool

Related guides

Wills & estatesEstate Inventory Checklist: What to List and How to Value ItAn estate inventory checklist for executors: what to list, how to value each asset on the date of death, where to find hidden accounts and court deadlines. 7 min readWills & estatesBeneficiary Update Checklist: What to Review and WhenA beneficiary form usually overrides your will. Review life insurance, 401(k), IRA and bank beneficiaries with this checklist and avoid costly mistakes. 7 min readWills & estatesApple Legacy Contact: How to Set One Up and How Access Works After DeathHow to add an Apple Legacy Contact, what they can and can't access, what they need to request it, and the three-year limit before the account is deleted. 5 min readPlanningFuneral Pre-Planning FAQ: Steps, Prepaying and Your RightsAnswers to common funeral pre-planning questions: what to decide, how to compare prices, whether to prepay, and where to keep your wishes. 7 min read