What My Family Should Know

Elegant, Comprehensive Estate Planning Organizer for Peace of Mind ...and Heartfor All Involved



This Will Planning Workbook and Estate Planner includes everything your family should know and do upon your passing or incase of emergency, and includes space for writing personal messages, should you desire to do so in this book.


Our goal is to relieve the burden on both yourself and your loved ones during difficult days, ensuring all essential relevant information is in one, easy to access place.


We have included numerous prompts to help when filling in your details in order to promote a stress-free, smooth process. We have also added additional space per section to ensure it is easy to adapt and customize to your own specific needs. Topics include:


Personal Identification DetailsWhat to Do and Who to Call at the Time of PassingImportant Medical Information (DNR, organ donor instructions, what to do if incapacitated, healthcare power of attorney contact, Etc.) Place of Worship (Charities, tithing, legacy and other related topics) Insurance InformationBusiness / Employer and Banking InformationInstructions for Dependents and Guardianship (Children, pets, and other responsibilities) Location of Important Documentation and InstructionsKey Contacts InformationLoose Ends to Tie Up (Account details and log in information) Final Wishes and Instructions (Funeral, burial, and celebration of life) Final Farewell Messages to Loved Ones

...and more


We hope this estate planning organizer offers the peace of mind - and heart - it was designed to, in knowing that your wishes and instructions are documented and easy to share.


Warmest regards from all of us at Peace of Mind and Heart Planners