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Thorough, So They Never Have To Guess. Easy, So It Actually Gets Done.

One book, and your family knows exactly where everything is. No hunting. No guessing. And if your last planner is still in a drawer with two pages filled in, there’s a reason. It isn’t you.

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“Very organized and thorough; makes it easy to fill out as well as being easy for family members to follow.”

Regina F, Lamorial Customer
Why most planners end up in a drawer

It Wasn’t You. It Was The Page.

“I have the plan books but have never filled them out.”

From a comment on one of our posts

If that sounds familiar, you are in good company. Most planners pick one of two things, and either way your kids end up guessing.

The Thorough One

Every topic gets a heading: Accounts, Bills, Documents. Under each one sits a page of blank lines, and the whole job of working out what belongs there. So a lot of us write our name and address, look at the rest, and put it in a drawer. Everything is covered, and almost nothing is written down.

The Easy One

A few short pages, simple to fill in, so it gets finished. But when your kids open it, the things they actually need aren’t on it: which email the bank sends its reset link to, which card the subscriptions are billing, where the deed is kept. They still have to guess.

So we made one that does both.

The planner

Meet The 'End of Life' Planner & Journal By Lamorial.

The navy Everything They'll Need planner with gold foil lettering.

It’s a real, printed planner for everything they’ll need: thorough enough that they won’t be left guessing, and simple enough that you can actually finish it.

  • 83 guided pages across 9 sections.
  • Every page tells you what to write. You are never staring at a blank page.
  • Skip what does not apply, and take it one section at a time.
  • Pencil-friendly. The planner’s own advice: “Write in pencil if you can. Passwords change.”
  • Large, high-contrast print, and a plain-English glossary at the back.
  • Nothing is stored online. No app, no login, no subscription.
The household manual that has only ever lived in your head, written down for the people you love.
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Why thorough matters

Think You’ve Got It All Written Down?

Picture doing everything right. There is a will, signed and kept at the lawyer’s office. The papers are in the filing cabinet.

And still, one day your kids end up at the kitchen table with a stack of mail, a laptop they cannot get into, and questions nobody can answer.

  • Which email does the bank send its reset link to?
  • Which card is the streaming service billing?
  • Is there a pension, and which account does it pay into?
The will told them who gets what. Nothing told them how to get in.

As one reader put it on one of our posts:

“I thought I was organized, but maybe not.”

Those are the questions a short planner leaves out, and they are the ones nobody can answer from memory. That is why this one is thorough. Every one of those answers has its own line, so your kids never have to guess.

What’s inside

Everything They’ll Need. And Exactly Where To Look.

Here is what your family will find, section by section, across 83 guided pages.

Financial Accounts

Room for eight bank accounts with the payable-on-death beneficiary on each, and nine credit cards. Retirement and brokerage accounts, the mortgage, loans and pensions.

What they’ll findWhich account the household runs from, the number your family should call at the bank, and the beneficiary on each retirement account.

Subscriptions & Auto-Payments

A 20-row monthly table with Netflix, Spotify and Amazon Prime already listed. Annual memberships, cloud storage marked Cancel, Transfer or Hold, and a Cancellation Log.

What they’ll findThe day each one bills, the last four digits of the card it charges, and the reference number once it is canceled.

Home & Vehicles

Eighteen utilities and home services, each with its login, billing day, card and auto-pay. The alarm code, the Wi-Fi, where the deed is kept, the spare keys and two vehicles.

What they’ll findWhich card the electric bill is on, the spare key and who has it, and the Wi-Fi password for whoever is staying at the house.

Phone & Digital Access

Section one in the book, because it unlocks everything else. The phone and its carrier, the primary & recovery emails, authenticator apps, the password manager and twenty recovery questions.

What they’ll findThe old email some accounts still use for resets, where the backup codes are kept, and the answers to the questions your bank asks.

People to Call

The lawyer and which documents they hold, the accountant, the executor and the financial advisor. Doctors, allergies, both powers of attorney, the neighbor with the key, and care notes for two pets.

What they’ll findWhich lawyer holds the original will, the plumber and the electrician, and who should take the dog.

Social Media & Digital Assets

Nineteen platforms, three more email accounts, online shopping and any Buy Now, Pay Later balances. For a crypto wallet, where the recovery words are kept, never the words themselves.

What they’ll findThe legacy contact you have named, the card your online shopping uses, and any balances still owed.

Important Documents

A location register, not a storage place: “Write where each document is kept, not the document details themselves.” The vital records, twenty-one document locations, the safe and the safe deposit box.

What they’ll findYour place of birth and your parents’ full names, where the deed and the passports are, and where the safe combination is kept, never the combination itself.

Personal Messages

Optional pages for the words only you can write: A letter to my children, 'What I Want You to Know', Final Wishes & Requests and One More Thing.

What they’ll findWhat you are most proud of, what you hope they carry forward, and a piece of advice.

Keeping This Planner Current

When to update it, a yearly review record, and the last step of all: where this planner is kept, and who has been told.

What they’ll findA once-a-year checklist, so the book stays true as things change.

A Plain-English Glossary

The technical words in the book, explained simply: 2FA, authenticator app, backup codes, recovery email, legacy contact, executor, power of attorney and beneficiary.

In the planner’s own words“If a word here is new to you, you are not alone.”

Also inside: a checklist of the paperwork banks ask for.

Easy to fill in

Don’t Know Where To Start? Open It.

The planner open to the Phone and Digital Access pages, printed in black and white.
Phone & Digital Access: the device, the account behind it, the carrier and the Apple Legacy Contact, each on its own labeled line. You fill in the answer and turn the page.

How It Works

  1. Take one section at a time. You don’t need to complete it in one sitting.
  2. Write what the line tells you. The bank, the card, the email, the number to call. The page has already done the thinking.
  3. Skip what does not apply. No pets, no second car? Leave it blank and keep going.
  4. Look up any word. A small † beside a word means it is explained in plain English in the glossary at the back.
  5. Keep it current. Write in pencil if you can. When something changes, you update one line.

“It is easy to use and seems quite thorough. I feel like I can take it one page at a time, rather than being overwhelmed by the work.”

Una H, Lamorial Customer
The planner in an open desk drawer beside a set of keys.
The last step is a page called Where This Planner Is Kept: which room, which drawer, and who has been told. If it ever moves, one text tells them. “That one sentence could save months.”
The sizeLarge 8.3 x 11.7 inch pages, with plenty of room to write clearly.
Two versions of the same month

One Leaves Them Guessing. One Leaves Them The Answers.

Without it: The reset link goes to an old Yahoo address no one knew about.
With it: The Master Key page: the primary email, the old recovery address, and the steps to reset it.
Without it: A savings account you opened years ago never comes up. It sits untouched until the bank hands it over to the state as unclaimed money.
With it: Every account, what it is for, and the name of someone at the bank who knows you.
Without it: The bills that pay themselves keep paying, from an account nobody knew to check.
With it: Every automatic payment: how much, how often, and the card or account it comes out of.
Without it: Years of airline miles and hotel points, worth real money, expire because nobody knew the accounts existed.
With it: Every rewards program and the login, so the family can use or transfer the points before the accounts close.
Thorough for them. Easy for you.

So what does it cost to get all of this written down?

The math

Two Different Jobs. Two Very Different Prices.

A lawyer’s estate planning package commonly runs about $1,000 to $3,000, and it is worth it. Those are the legal documents, and this book does not replace any of them.

But a lawyer will not write down which inbox gets the reset codes, which card the water bill charges, or where the spare garage key lives. That is a different job.

The lawyerabout$1,000 to $3,000Settles who inherits and who speaks for the estate.
The planner$45Records where everything is, how to get in, and who to call at the bank, in your own handwriting.

Typical range, estimate only. Fees vary by state and firm.

In their words

Thorough, And Easy To Fill In.

Simple but complete

Looks like a simple but complete book which will make life easier for my kids.”

Terri D. Lamorial Customer
From someone already organized

I am an exceptionally organized person... However, the planner had 6 more questions that I had not covered and about 10 suggestions for my existing information. Well worth the purchase.”

Jill M. Lamorial Customer
From a professional organizer

Not only is it beautifully bound and well presented, but it contains more information than any other planner I have seen... It is not just passwords.”

Denise B. Lamorial Customer
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For the people you love

Most People Order More Than One.

More than half of our orders are for two or more planners.

One for you and one for your spouse, because your accounts are not the same. And one for your sister or a close friend, the one who keeps saying she’ll get around to it.

Two planners on a kitchen counter beside a coffee mug.

If It Is For Your Children

You are not starting a hard conversation. You are handing them a book, and the moment they open it they understand what you have done for them.

“I absolutely love it, I bought one for myself and 1 for my 90 year old mother. She loved it too... this is far more organized and helps make sure you don’t forget any information.”

Fran P. Lamorial Customer

Order two and the second planner is 50% off. Order three and the third is free. Choose yours below.

Choose your planner

'End of Life' Planner & Journal, USA Edition

The End of Life Planner & Journal, US Edition.
What you get

The Printed Planner & Free Shipping

83 guided pages across 9 sections. Large 8.3 x 11.7 inch pages.

  • A free e-bookWith For Both of Us and The Whole Family.
  • The Fillable Digital Edition, freeWith For Both of Us and The Whole Family.
30DAY FREE
RETURNS

Use your planner.30-day free returns.

If it’s not the right fit for your family, email us for a full refund. No return fee, no hidden costs. That’s our guarantee.

Questions

Good To Know.

I Already Tried A Planner And Never Finished It. Why Is This One Different?

Most planners give you a heading and a few blank lines, and leave you to work out what belongs there. This one prints what goes on every line: which bank, which card pays which bill, which email the reset codes go to, the number to call at the bank. You never have to decide what to write, and they never have to guess.

It Looks Like A Lot. What If I Don’t Finish It?

Every page tells you what to write, and you skip what does not apply. Take it one section at a time; you don’t need to finish it in one sitting. Your kids still have every page you did finish. In the planner’s own words: “It is detailed. It is extensive. That is the point.”

Is It Hard To Fill In If I’m Not Good With Technology?

There is no technology to learn. It is a printed book you fill in by hand, and the plain-English glossary at the back explains words like authenticator app and recovery email.

I Already Have A Will. Do I Still Need This?

The will says who inherits, not where the accounts are, which inbox gets the reset codes, or how anyone gets in. The planner sits beside the will. It does not replace it.

We Are Not Wealthy. Is This For Us?

It matters even more. In a modest estate, the family usually sorts it out alone: an old 401(k), a joint account, a mortgage, a dozen subscriptions. The planner records where each one is and who to call.

Is Filling It In Going To Feel Heavy?

Mostly, no. It reads like a household manual: which email, which bank, which card, where the deed is. The personal letters at the back are optional.

Is It Safe To Write Passwords On Paper?

Nothing is stored online, so there is no account to hack. Keep the book somewhere secure, like a locked drawer, a home safe or our fire- and water-resistant Protection System folder. The planner even tells you to write where the safe combination is kept, not the combination itself.

Does It Work In My State?

Yes. Where a state-specific legal step comes up, such as probate, the planner points you to the right professional. It is not legal, financial or tax advice.

What Exactly Do I Get?

One printed planner per copy: 83 guided pages across 9 sections. For Both of Us and The Whole Family also include a free e-book and the Fillable Digital Edition, free.

What About Shipping And Returns?

Shipping is free on every order. And you have 30 days: if it is not right for your family, email us for a full refund.

The last step

This Time, Finish It For Them.

The planner’s last step ends with these words: “You have done something most people never get around to. Your family will be grateful, even if they never tell you.”

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From $45 · Free Shipping · 30-Day Free Returns

This planner is a personal organization tool, not a legal document, and not legal, financial, medical or tax advice. It does not replace a will, a trust, a power of attorney or a licensed professional. Rules on probate and beneficiary designations vary by state. Cost figures are estimates only. Customer quotes reflect each customer’s own experience.

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