Resource Library

Download templates, checklists, and guides to support your end-of-life planning

FreeAvailable to All Users

A comprehensive checklist to ensure you've covered all important decisions and conversations.

Organize all your digital accounts, passwords, and online assets in one secure location.

Template for documenting your medical preferences, advance directives, and healthcare proxy.

Step-by-step guide for having difficult conversations with family members.

Curated list of grief support organizations, hotlines, and counseling services.

Detailed worksheet to help you think through and document your funeral preferences.

Comprehensive guide to organizing finances and facilitating account transitions.

Step-by-step checklist of tasks to complete in the first 30 days after death.

Guide to incorporating religious and cultural traditions in end-of-life planning.

Upgrade to Premium or Pro to access advanced templates, guides, and personalized resources.

Download the resources that are most relevant to your situation. You can save them to your computer or print them.

Fill out the templates with your information. Take your time and be thorough. You can revisit them anytime.

Share the completed documents with your family members, attorney, or healthcare providers as appropriate.

Keep originals in a safe place. Consider a fireproof safe, safety deposit box, or secure cloud storage.