Purple cover reading End of Life Planner: Accounts, subscriptions, wishes, contacts, Fillable PDF, 23 pages, Not a will, not legal advice, with three tilted sample pages.
  • Purple cover reading End of Life Planner: Accounts, subscriptions, wishes, contacts, Fillable PDF, 23 pages, Not a will, not legal advice, with three tilted sample pages.
  • Twenty-three page thumbnails in three rows labelled Cover, Contents, Read first, About me, People, Contacts, Papers, Bank, Investments, Insurance, Debts, Property, Bills, Subs, Online, Devices, Service and more.
  • Subscriptions: 1 of 2 page, with columns Service, Paid with, last 4 only, Cost, Renews, Login name or email hint and Cancel, a few sample rows and many empty rows.
  • Bank and cash accounts: 1 of 2 page asking for the last 4 digits only, never full numbers, PINs or passwords, with Bank or company, Kind of account and Last 4 digits columns and sample rows.
  • My wishes: service page with Burial, Cremation, Other and No preference tick boxes, short fields and larger boxes for music, readings and flowers.
  • Read this first page with fields for who to call, where the original papers are kept and who holds the key or code, and a large box for what you want people to know.
  • Online accounts page with a line for where passwords are kept and a table of site, login hint, what is in it and Close and Keep boxes.
  • Two boxes, US Letter and A4, each with 23 pages and 1,432 fields, with notes that it is not a will, gives no legal steps and that no PDF app has been tried.

End of Life Planner

Not a will, not legal advice. This end of life planner is a fillable PDF that shows the people you trust where everything is. Page 3, Read this first, says who to call and where the originals are kept. The money pages cover bank accounts, investments, insurance, debts, property and bills, and they ask for the last 4 digits of an account or policy, never full numbers or PINs. Subscriptions has 40 rows with a Cancel box. Online accounts ask where passwords are kept, never the passwords themselves. The wishes pages have no legal effect. Keep your filled copy private.

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Fillable PDF, Letter and A4. A script typed into all 1,432 fields and read them back. No PDF app, such as Acrobat Reader or Preview, has been tried, nor a test print.

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What's included

  • End-of-Life-Planner-Letter.pdf, 23 pages
  • End-of-Life-Planner-A4.pdf, 23 pages
  • Start-Here-End-of-Life-Planner.pdf, how to fill it in, save it and print it

How it works

  1. Twenty-three page thumbnails in three rows labelled Cover, Contents, Read first, About me, People, Contacts, Papers, Bank, Investments, Insurance, Debts, Property, Bills, Subs, Online, Devices, Service and more.
    Twenty-three pages Read this first, About me, People to tell, money pages, subscriptions, online pages, wishes and an Update log.
  2. Subscriptions: 1 of 2 page, with columns Service, Paid with, last 4 only, Cost, Renews, Login name or email hint and Cancel, a few sample rows and many empty rows.
    Subscriptions that renew Forty rows over two pages for service, how it is paid, cost and renewal, with a Cancel box to tick.
  3. Bank and cash accounts: 1 of 2 page asking for the last 4 digits only, never full numbers, PINs or passwords, with Bank or company, Kind of account and Last 4 digits columns and sample rows.
    Last 4 digits only Bank and cash accounts ask for the last 4 digits, never full numbers, PINs or passwords.
  4. My wishes: service page with Burial, Cremation, Other and No preference tick boxes, short fields and larger boxes for music, readings and flowers.
    My wishes for a service Service, music, readings and who would speak. The page states these are wishes with no legal effect.
  5. Read this first page with fields for who to call, where the original papers are kept and who holds the key or code, and a large box for what you want people to know.
    A page to read first Who to call first, where the originals are and who has the key, then a space for what you most want people to know.

Compatibility and file formats

Fillable PDF with form fields. Page sizes in the files: US Letter 612 x 792 pt and A4 595 x 842 pt. Each size has 1,432 fields. Tested by scripts only: a script typed into every field through PDFium's form engine, saved the file, reopened it and read each entry back with two PDF libraries (pikepdf and pypdf). It also drew the saved file with PDFium and poppler and found each entry on the page. Not tested: no PDF app has been tried, including Adobe Acrobat Reader, Preview and web browsers, so opening, typing and saving in an app is untested. It has not been test-printed on a real printer. Fields use a Western font: accented letters such as é and ñ were typed and read back in that script, and other alphabets were not tested.

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Questions

Is this a will?

No. Not a will, not legal advice. It does not decide who gets what. If you want a will or any legal paper, this file is not one. A lawyer in your area can tell you what applies to you.

Should I type my passwords in it?

No. The pages ask for where the passwords are kept and for the last 4 digits of an account or policy, not full numbers or PINs.

Not a will, not legal advice. This file does not transfer anything to anyone and does not replace any legal, tax or financial professional. Laws differ by place. You are responsible for what you enter and for keeping it private. Digital files cannot be returned once downloaded; if a file does not open or a link is broken, send a message through Etsy. License: for your personal use only. No resale or sharing of this file. AI helped write the listing text, the how-to text, the printed labels and the code that builds this file. Scripts tested: the 1,432 fields, that every field name is unique, typing into every field and reading it back after a save, a second save, the Tab order, every contents link and back link, the line Not a will, not legal advice on every page, a scan of every page for legal steps and medical guidance, ink near the page edge and text overflow. No person is claimed to have checked it unless stated here.