Large-Print End of Life Planner

This planner is not a will or a legal document. It records where your will and other papers are kept.

No page asks for an account number, a user name, a password or a code. Each money, document and digital page asks where to find it instead, and says so on the page.

What’s inside

39 pages in each PDF

1. Cover with your name and an Updated line, and a contents page2 pages
2. Before you start: what the planner is, and how to fill it in and print it1 page
3. About me: other names, date and place of birth, address, phones, spouse or partner, faith and community, and a box for things to know about me1 page
4. My family: 15 lines for the name, who they are, the phone number and where they live1 page
5. Work and military service: 5 lines for work, the branch and years of service, where the discharge papers are kept, and 4 lines for schools1 page
6. Important contacts: 12 roles printed, such as the executor, the accountant, the main doctor and the funeral home, and 3 blank lines, each with a name and phone number1 page
7. Phone numbers: 15 lines1 page
8. Health: a one-page health summary, a medication list of 14 lines over 2 pages, and a page for where your health care papers are kept (5 named and 2 blank lines) and who your health care agents are4 pages
9. Where my documents are kept: 14 common papers printed and 2 blank lines, each with where it is kept and a note1 page
10. Where things are kept: keys, a safe or lockbox, jewelry, photos and keepsakes, 10 printed and 4 blank lines1 page
11. Money and insurance, where to find each one: bank and credit union accounts (13 lines), income and retirement (13 lines), insurance (7 kinds printed and 3 blank lines), bills paid regularly (13 lines), loans and credit cards (13 lines), and subscriptions and services with a tick box for cancel or keep (13 lines)6 pages
12. My home: the address, own or rent, the mortgage company or landlord, 7 utilities and services printed and 2 blank lines, where the spare keys are, who looks after the home and who to call for repairs1 page
13. Vehicles and other property: 4 lines for vehicles and 5 for other property, with where the title, the keys and the papers are1 page
14. Care of my pets: 2 pets, each with the vet, food, medicines, who looks after it and notes1 page
15. Digital accounts: 12 lines for the account, the website or company, where the login details are kept, and close or keep1 page
16. Phones, computers and photos: 5 lines for devices and who knows how to open each one, and boxes for where photos and files are kept and who should have copies1 page
17. Funeral and burial wishes: tick boxes for burial, cremation, green burial, body donation or not decided yet, the place, the funeral home, where any prepaid plan papers are kept, tick boxes for the kind of service, and other wishes1 page
18. Service planning: music, readings, people to speak, flowers or donations, photos to use and the gathering after the service1 page
19. Obituary notes: the facts to include, in your own words1 page
20. My life story: a lined page1 page
21. Messages to loved ones: room for 4 messages2 pages
22. First things to do: a checklist for your family that names the pages to turn to, and 8 lines of your own1 page
23. People to tell, 15 lines with tick boxes for tell first and told, and offices and services to tell, 15 lines2 pages
24. Changes and updates, 15 lines, and 2 notes pages3 pages
25. Personal-use license and about these pages2 pages

How it works

1. Type your name once before you print, in the free Adobe Acrobat Reader: it fills in on the cover and on every page with a Name line. The date of birth, the address, the main doctor, the health care agent and the funeral home fill in wherever they appear, too. Every line fills in, the tick boxes tick on screen, and long names shrink to fit.
2. Or print the pages and write by hand.
3. Fill in the sections in any order, a little at a time, and write the date next to Updated whenever a page changes.
4. Keep the pages in a three-ring binder, and tell one or two people where the planner is kept.

Sizes and format

• 2 PDF files: US Letter (8.5 x 11 in) and A4, 39 pages each
• Large print: page titles 26 pt, labels 18 pt, table headings 14 to 16 pt
• The fill-in fields and tick boxes need the free Adobe Acrobat Reader
• Blank forms, text and lines only: no pictures, no state forms, no advice
• The health summary and the medication list are the same pages as in our Large-Print Medical History Form and Large-Print Medication List and Log
• Instant download. No physical item is shipped.

The files

• US LetterPDF, 39 pages, 1.1 MB
• A4PDF, 39 pages, 1.1 MB

Your license

For personal use in one household: print as many copies as you need, and please don't share or resell the files.