Final Affairs Planner — Individual Edition (Fillable PDF)

When you're gone, your loved ones shouldn't have to search for answers.

The Final Affairs Planner is the most comprehensive personal affairs document available. In 21 organized sections, it captures every piece of information your family, executor, and advisors will need — from your Social Security number to your digital passwords, from your life insurance policies to what should happen to your pets.

What's Included:

• 21 complete sections covering financial accounts, insurance, real estate, debts, digital accounts, final wishes, and more
• Emergency Section with step-by-step protocol for whoever discovers your passing — printed first so it's impossible to miss
• 8 sample notification letters ready to personalize — creditors, Social Security, IRS, VA, life insurance companies, banks, pension administrators, and more
• Death Certificate Distribution Checklist so your executor knows exactly who needs a certified copy and how many to order
• Personal Message pages — space to say what you want your loved ones to know
• Pet care, firearms registry, foreign assets, prepaid services, business succession, and charitable pledges sections included

How It Works:

• Purchase and download instantly
• Open in Adobe Acrobat, Preview, or any PDF viewer on any device
• Fill in sections at your own pace — print it if you prefer writing by hand
• Store with your important documents and tell your executor where to find it

Specifications:

• Format: Fillable PDF
• Pages: 60+
• Size: 8.5 x 11 inches
• Delivery: Instant download link sent via email upon purchase
• Compatible with PC, Mac, iPad, iPhone, and Android