Free Planning Guide
Access our comprehensive planning guide to help organize your thoughts and wishes. This valuable resource will make the planning process easier for you and your loved ones.
My Planning Guide: How I Want to Be Remembered
This comprehensive guide helps you document important information, from financial details to funeral preferences, ensuring your wishes are known and honored.
Available Online
Our planning guide is now available directly in your browser. You can view it online and print it when ready.
How to Use Your Planning Guide
Download and Print
Download the PDF guide and print it out so you can fill it in by hand. Alternatively, you can use PDF editing software to fill it in digitally.
Fill In Your Information
Take your time to complete each section. You don't need to fill everything out at once - this is a process that you can return to as needed.
Store Securely
Keep your completed guide in a safe place, such as a fireproof box or safe deposit box. Make sure your loved ones know where to find it.
Share with Trusted Individuals
Consider sharing copies with your attorney, executor, and close family members who would be responsible for carrying out your wishes.
Important Note:
This planning guide is not a legal document. It's designed to help you organize your thoughts and information. For legal matters such as wills, trusts, or power of attorney, please consult with a qualified attorney.
Your Journey to Peace of Mind
Our simple step-by-step process makes planning ahead easy and stress-free.
Your Journey to Peace of Mind
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