Life Organizer Workbook: Fillable & Printable Family Information PDF

Everything your loved ones will need to know, organized in one place.

If something happened to you tomorrow, would your family know where to find your accounts, documents, passwords, and wishes? The Life Organizer Workbook walks you step by step through gathering it all, so the person you trust has a clear path forward when it matters most.

It's a 43-page PDF you can fill in two ways:

• Type and save. Enter your information directly in Adobe Acrobat Reader, Apple Preview, Chrome, or Edge, and update it anytime.
• Print and write. Print at home on standard letter paper and fill it in by hand.

What's inside

• Getting started. A short guide to using the workbook, space to name your primary and backup trusted people, and a first-steps checklist for them.
• Personal & family information. Identity details, marriage, children, former spouse, parents, and siblings, with room for two spouses or partners.
• Access & contacts. Where your safes, devices, and password manager are, plus emergency contacts, critical logins, and your professional advisors.
• Documents & finances. Where your will, trust, titles, deeds, business records, and personal documents are kept, plus assets, debts, and income sources.
• Your binder. A binder checklist, insurance policies, beneficiary designations, household vendors for a primary and vacation home, and subscriptions.
• Wishes & legacy. Final wishes, funeral preferences, notes to family and friends, and your life story: education, service, accomplishments, values, and words of wisdom.

Why families choose it

• 800+ fillable fields laid out in clean, easy-to-scan tables.
• Clickable table of contents and bookmarks to jump between sections.
• Practical tips throughout from real-world estate experience.
• A notes page at the end of every part for anything unique to you.

Instant download. Your download link appears right after checkout and is also emailed to you.

This workbook is an organizational tool and is not a substitute for legal, financial, or tax advice. Please work with an estate planning attorney for your will, trust, and powers of attorney.