The ultimate planning gift
for you & your loved ones
The Final Plan
(Printable PDF)
✓ 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 editable (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.
Purchase Details
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)
What's Inside
- 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
Printing Details
- 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.
