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  • What My Family Should Know: Comprehensive Estate Planner Will Planning Workbook Final Wishes Organizer, 8.5x11 by Peace Of Mind and Heart Planners book cover
  • What My Family Should Know: Comprehensive Estate Planner Will Planning Workbook Final Wishes Organizer, 8.5x11 by Peace Of Mind and Heart Planners book cover
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What My Family Should Know: Comprehensive Estate Planner Will Planning Workbook Final Wishes Organizer, 8.5x11

by Peace Of Mind and Heart Planners

A workbook for gathering estate and final-wish details

$13.07 USD
$17.43 USD $13.07 USD
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AlbakiReads Editorial

A workbook for gathering estate and final-wish details

This organizer brings practical information and personal instructions together in a single workbook. Its prompts cover identification, medical and insurance details, banking and employment, important documents, contacts, dependents and guardianship, and arrangements for a funeral or celebration of life. There is also space for personal messages and additional details, allowing entries to be adapted to individual circumstances. The book is structured as a place to record and share information for family members in the event of a passing or emergency; it is a planning aid, not a substitute for professional legal or medical guidance.

Good fit for readers who enjoy

  • Adults organizing estate and emergency information for family members
  • People who want a prompted workbook for documenting final wishes and practical details
  • Those wishing to record personal messages alongside key contacts and instructions

Themes

Estate planning organizationEmergency and medical informationFamily responsibilities and guardianshipFinal wishes and personal messages

Based on publisher information and book metadata.

Book overview

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 Details
  • What to Do and Who to Call at the Time of Passing
  • Important 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 Information
  • Business / Employer and Banking Information
  • Instructions for Dependents and Guardianship (Children, pets, and other responsibilities)
  • Location of Important Documentation and Instructions
  • Key Contacts Information
  • Loose 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

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In-stock items normally dispatch within 1–2 business days. The ZIP-code estimator on this page is informational only; the final shipping method, price, and availability are confirmed at checkout for your full order.

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Eligible items can be returned within 30 days in accordance with our return policy.

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