states on sale now
organizations on the who-to-tell map
blank letters to mail
free pages on what to do after a death
Six parts, in the order your family would reach for them.
Records sheets
Bank and card accounts, beneficiary designations, insurance, retirement accounts, vehicles, property and how its title is held, the safe-deposit box, and the online accounts your family would need to find.
Who to tell, and how
The federal agencies, the three credit bureaus, banks, custodians and insurers: how each one says it wants to hear of a death, in its own words, with the date we read its page.
What passes outside a will
The kinds of thing that usually pass outside a will: beneficiary designations, joint ownership, trusts, and accounts that go on death to a named person.
Eleven notification letters
Blank letters for a bank or credit union, a card issuer or lender, one credit bureau, a life insurer, a retirement or investment account, an employer, a pension payer, a service provider, a home lender or landlord, another insurer, and the Department of State for a passport.
Your state’s sheet
One sheet for the state the planner is bought for: what that state’s own court and records offices publish about probate, small estates and death certificates, each as the body states it, with the date it was checked.
The cards
Cut-outs with the first-call person’s name and number: one for a wallet, one for the spot by the phone.
Each planner is one state’s edition.
A state’s sheet holds what that state’s own court and records offices publish about probate, small estates and death certificates, each as the body states it, with the date it was checked. Nothing from another state.
On sale now for California, Illinois and Texas. The other states follow, one at a time, as each state’s edition is ready.
- On sale now
- Opening soon
- On the way
3 stars lit, more on the way
No one place tells them all.
After a death, each bank, insurer and agency has to be told, one at a time. The planner lists them, with how each one says it wants to hear, in its own words, with the date we read its page.
What to do when someone dies, state by state
Read first. Order when you are ready.
Free guides
Plain pages from the official sources, state by state, each fact dated.
The End of Life Planner
The binder: your records, who to tell, and the letters to tell them with.
US$39
- Records sheets
- Who to tell, and how
- What passes outside a will
- Eleven notification letters
Common questions
For anyone who would rather their family found it all in one place than went looking.
A couple. A parent. An adult child and a parent, doing it together. One sitting starts it; keep it current, and tell someone where it is.
Printable, fillable, and yours to keep: no login, no subscription, no renewal.
