Fillable PDF binders and household forms

end of life planner

Put your accounts, documents, and wishes in one place so your family knows where to look if something happens to you.

  • Fillable PDF
  • Type or print
  • US Letter
  • Instant download
  • One-time payment
The One Place Binder cover with two filled sample pages behind it

Start here

The One Place Binder

Contacts, accounts, insurance, medical details, property, pets, digital life, document locations and wishes for one household, in one file you can type into or print.

  • 49 pages
  • 10 sections
  • 528 fillable fields

More binders

A set for a partner or parent, a binder for coordinating one person’s care, and the examples add-on.

Household forms$3.00 each

Short single-job forms for the records you come back to.

How it works

  1. Buy once

    One-time payment at checkout. No subscription.

  2. Download the PDF

    Instant download after checkout: one PDF, US Letter.

  3. Type or print, one section at a time

    Type into the fields in a PDF app that fills forms, or print and write by hand. Then tell someone you trust where it is kept.

What the binder never asks for

The One Place Binder records where things are kept, so your family knows where to look. It does not hold the secrets themselves: pages ask for locations and last four digits only.

Not legal advice. Not a will.
  • No passwords
  • No PINs
  • No security answers
  • No full account numbers
  • No Social Security numbers
  • Nothing to upload: you keep the file

Guides

All guides

Questions

What goes in an end of life planner?

The One Place Binder has ten sections: contacts, accounts, insurance, medical, medications, property and car, pets, digital life, important documents and final wishes. Each section has a start page and a notes page.

Is an end-of-life planner legal?

It is a record, not a legal document. Not legal advice. Not a will. Use it to organize information and note where your legal documents are kept, not to replace them.

Are there free end-of-life planner templates?

Yes, and if a free planner meets your needs, use it. Pay for the examples and finding guide only if you want something to work from.

Can I type into it on my computer?

Every file is a fillable PDF: type into the fields in a PDF app that fills forms, or print and write by hand. Typing was tested only with pdf.js (Firefox’s PDF engine); other apps were not tested.

I keep putting it off. Where do I start?

Start with one section. Leave the rest for another sitting; there is no promised finish time. Choose the pages that apply to your household.

Where should I keep it, and who should see it?

Choose a safe place for your completed records and tell someone you trust where to find them. Keep access details private.

What paper size is it?

US Letter only. On A4 paper, print with Fit to page.

How do I get the file?

Instant download after checkout: one PDF per product. One-time payment, no subscription.