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The Final Plan (Printable PDF)

This is going to be uncomfortable, but in the words of Glennon Doyle, we can do hard things.

This includes thinking and planning for the time we are no longer here (because of death or becoming incapacitated). When we combine our superpowers of planning and being intentional, we are able to give ourselves and our cherished people an incredible gift of peace (in an attractive packet at that). 

When someone dies without a plan, wishes, or a guide of any sort, it is a nightmare for the person left behind to close out their stuff (or to be fancy, their estate). This is usually done by a loved one who is already bereft. The default scenario without these things in place usually involves massive amounts of time, court systems, and money. It doesn’t have to be this way if you simply plan ahead. 

This workbook was made to be a buddy to your legally binding estate plans (Will, Trust, Power of Attorney, Health Care Directive). If you haven’t done that yet, this is still a great stand-alone. It will also be a good catalyst to finally get that checked off your to-do list. 

This workbook is a roadmap for your loved one to navigate everything they need to. From where to find important documents, to how to access your bank accounts, to insurance/assets/liabilities, to beautiful reflections of your life. 


    61 easy-to-follow pages that will guide you through the following sections:

    • Table of Contents with a quick reference checklist
    • Review Ledger 
    • Important Documents & where you keep them
    • Logins & Passwords
    • People to Notify
    • Funeral Wishes
    • Obituary
    • Dependents & Pets
    • Professional Contacts (doctors, lawyers, accountants, financial planners, etc)
    • Insurance
    • Liabilities & Assets
    • Safes & how to access them
    • Bills
    • Personal Responsibilities
    • Your Stuff
    • Reflections & Legacy
    • Fingerprints & Letters
    • Blank Notes Page (when you need more space)
    • This is a digital download PDF only. No physical document will be sent to you.
    • You receive 2 files: one for printing (if you want to fill out by hand), and one that’s Fillable (if you want to type in your information before printing, or save to your computer). 
    • Prints on 8x11 inch letter paper
    • After purchase, you will be sent by email with a link to your downloads. You will be able to download your files up to 3 times. The email comes from my partner company, Fetch.
    • For personal use only. All rights reserved.
    • Important: In order to use the fillable PDF, you must open the file with Adobe Acrobat Reader in order to type your information and save the file. This can be downloaded for free online.
    •  After successfully purchasing, locate the email in your inbox
    •  Click on the link, and a new window will open with your 2 downloads
    •  Download the file labeled "THE FINAL PLAN - PRINT"
    •  Print Fit to Paper at 100%
    • Feel the pride and peace flow over you as you fill out your workbook
    •  After successfully purchasing, locate the email in your inbox
    •  Click on the link, and a new window will open with your 2 downloads
    •  Download the file labeled "THE FINAL PLAN - EDITABLE"
    •  Open the file in Adobe Acrobat (Reader only required)
    • The editable sections will show in blue. Type in your information and save as you go to location of your choice. 

    10% of your purchase goes towards the ALS Association