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End of Life Planner Bundle: overview of what's included

Overview

If something happened to you, your family would need answers fast: who to call, where the papers are, which bills come out each month, what you'd want. This bundle puts those answers in three places that work together. The Just in Case Book holds the personal side, the spreadsheet keeps the accounts and totals, and the Care Binder covers medications and day-to-day care.

Fill it in a little at a time. When you're done, tell someone you trust where it's kept. It's a quiet way to give the people you love some peace of mind.

  • Who to call first

    The first steps your family should take, written down in advance.

  • Accounts that add up

    Net worth and monthly costs calculated in the spreadsheet.

  • Care made easier

    Medication and symptom trackers for anyone caring for you.

  • Your wishes, kept

    Funeral and memorial wishes, obituary notes and letters.

What's inside

How it works

  1. 1

    Buy on Etsy, then download START-HERE.pdf and your files from your Etsy Purchases page.

  2. 2

    Fill in a little at a time, on screen or by hand.

  3. 3

    Tell someone you trust where everything is kept.

Good to know

  • Digital download: nothing is shipped
  • Personal use license: please don't share or resell the files
  • A template, not legal advice: check the rules where you live, or ask a lawyer. It is not a will and doesn't replace a will, trust, power of attorney or advance directive
  • Not medical advice: talk to your doctor, pharmacist or care team, and follow their instructions
  • Write down where things are kept, never full passwords, PINs or Social Security numbers

Questions

What should be in an end of life binder?

Who to contact, your personal and health details, accounts, debts, insurance, where important papers are kept, digital accounts and your final wishes. This bundle covers all of them across three files.

What's the difference between the bundle and the planner alone?

The bundle adds the Estate & Accounts spreadsheet, which totals your net worth and monthly costs, and the Care Binder for medications, symptoms and daily care.

Is this a will?

No. It's an organizer, not a legal document, and it doesn't replace a will, trust, power of attorney or advance directive. Laws vary by state, so talk to an attorney about those.

Should I write my passwords in it?

No. Write where things are kept and who to contact, but never full passwords, PINs or Social Security numbers.

How it's made: designed by Sorted Templates. We use AI tools to help draft text and lay out pages, and every page is reviewed and edited by us before it's listed. Lifestyle and mockup images may be AI-generated or AI-edited; the page previews show the actual files.

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