End of Life Binder

About this download

If something happened to you tomorrow, would your family know where everything is? This fillable Just in Case Binder puts your accounts, insurance, medical details, a plan for your digital accounts, and final wishes in one organized PDF, so the people you love are not left guessing.

Type right into the PDF on your computer or tablet, save it, and update it any time. Prefer paper? A print-ready blank version is included.

WHAT'S INSIDE: 72 PAGES IN 12 SECTIONS

• Start Here: how to use the binder, a "Done in 3 Sessions" quick-start plan, your personal snapshot, and an update log
• Key Contacts: emergency contacts, professional advisors, and extended contacts
• Medical: health overview, medications, doctors and care team, health wishes, and family history
• Insurance: policy summary, life insurance, and employer and other benefits
• Money & Accounts: bank accounts, investments and retirement, income and benefits, and the safe deposit box and cash
• Debts & Bills: debts, loans, and recurring bills
• Property & Vehicles: real estate, vehicles, valuables and heirlooms, and keys, storage and access
• Legal Documents: a document locator, will and trust, powers of attorney, and other legal matters
• Digital Legacy: start with security, devices and access, 2FA and passkey recovery, email accounts, social media wishes, subscriptions to cancel, crypto and digital assets, cloud photos and files, and websites and online business
• Dependents & Pets: dependents, care notes, guardian wishes, and pets
• Final Wishes & Letters: funeral and final wishes, obituary and announcements, and letters to loved ones
• For My Executor: a "first 30 days" checklist, a days 31 to 90 checklist, a 2-page notification log, an estate expense tracker, and notes for your executor

WHY IT'S DIFFERENT

• Over 1,800 fillable fields (1,846 in US Letter, 1,854 in A4), including 273 dropdowns (you can also type your own answer) and 74 checkboxes
• A full Digital Legacy section. Most binders skip this, but today it is often the hardest part for a family to sort out.
• It's built to be secure: it shows where your passwords are kept without recording them
• 12 clickable side tabs, a linked contents page, and bookmarks, so you can jump to any page in one tap
• "Done in 3 Sessions" plan so it never feels overwhelming

YOU RECEIVE

• Fillable PDF in 3 color themes: Midnight Teal, Evergreen Brass, Plum & Rose
• US Letter and A4 sizes
• Print-ready blank version of every theme and size
• 72 pages per binder
• 2 filled example PDFs (US Letter and A4) so you can see how a finished binder looks
• 14 PDF files in one zip

HOW IT WORKS

1. Download the files after purchase.
2. Open the fillable PDF in free Adobe Acrobat Reader or your web browser.
3. Fill it in, save, and keep a copy somewhere safe. Tell a trusted person where it is.

GOOD TO KNOW

• This is a digital download. Nothing is shipped.
• For the best results, open it in the free Adobe Acrobat Reader. Some other PDF apps, such as Apple Preview, may not support every form feature.
• This is an organizer, not legal advice, and it does not replace a will or a lawyer.
• For personal use only.

Designed by me, created using AI tools.

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