The End of Life Planner Spreadsheet
Stop confusion. Save time. Protect your family.
Everything your family will need. All in one file. If something happened tomorrow.
When the unexpected happens,
Clarity is the greatest gift you can leave.
100% Privacy-First, Guaranteed.
All data stays on your device.
Nothing is stored or shared with us.
✔ Instant download
No more scattered documents
Organize personal, financial & legal info.
No scrambling for emergency or after a loss
Funeral preferences & after-death wishes.
No more guessing names or contacts
One place for ALL key contacts.
No more forgotten digital accounts
Digital account details & passwords.
A gentle way to document your final wishes and important details. For you, and those you love.
Why This Matters
Life is unpredictable.
Planning ahead isn’t about fear, it’s about love and clarity.
The End of Life Planner Spreadsheet helps you organize what truly matters, so your loved ones will have guidance and peace when the time comes.
Join the families who have chosen peace of mind through secure, private planning.
"Finally, everything in one place."
I had documents scattered everywhere.
This planner helped me put everything, from my funeral wishes to my digital passwords, in one secure place.
My daughter was so relieved when I showed it to her.
Margaret L., Portland, OR
"Surprisingly easy, even for me."
I was worried a spreadsheet would be too complicated, but Heirloom is incredibly intuitive.
The tabs are clearly organized and it guides you through every step. I love that it’s a local file on my computer.
I feel much safer knowing my bank details aren’t sitting on some company’s server.
Elaine R., Sydney, AU
"Essential for aging parents."
I could write one of these myself but buying this saved a lot of work.
I bought this for my father to help him get his affairs in order. It didn't just organize his assets and wishes, it opened up a calm conversation we never would have had otherwise.
James T., Edinburgh, UK
"Clarity for both of us."
My husband and I completed the spreadsheet together over a weekend. It covers things we hadn't even thought of, like digital legacy and key contacts. We both feel a huge sense of relief knowing that if something happened tomorrow, the other wouldn't be left searching for answers.
Tom & Anne P., Boston, MA
"Finally, everything in one place."
I had documents scattered everywhere.
This planner helped me put everything, from my funeral wishes to my digital passwords, in one secure place.
My daughter was so relieved when I showed it to her.
Margaret L., Portland, OR
"Surprisingly easy, even for me."
I was worried a spreadsheet would be too complicated, but Heirloom is incredibly intuitive.
The tabs are clearly organized and it guides you through every step. I love that it’s a local file on my computer.
I feel much safer knowing my bank details aren’t sitting on some company’s server.
Elaine R., Sydney, AU
"Essential for aging parents."
I could write one of these myself but buying this saved a lot of work.
I bought this for my father to help him get his affairs in order. It didn't just organize his assets and wishes, it opened up a calm conversation we never would have had otherwise.
James T., Edinburgh, UK
"Clarity for both of us."
My husband and I completed the spreadsheet together over a weekend. It covers things we hadn't even thought of, like digital legacy and key contacts. We both feel a huge sense of relief knowing that if something happened tomorrow, the other wouldn't be left searching for answers.
Anne & Tom P., Boston, MA
"Finally, everything in one place."
I had documents scattered everywhere.
This planner helped me put everything, from my funeral wishes to my digital passwords, in one secure place.
My daughter was so relieved when I showed it to her.
Margaret L., Portland, OR
"Surprisingly easy, even for me."
I was worried a spreadsheet would be too complicated, but Heirloom is incredibly intuitive. The tabs are clearly organized and it guides you through every step. I love that it’s a local file on my computer.
I feel much safer knowing my bank details aren’t sitting on some company’s server.
Elaine R., Sydney, AU
"Essential for aging parents."
I could write one of these myself but buying this saved a lot of work.
I bought this for my father to help him get his affairs in order. It didn't just organize his assets and wishes, it opened up a calm conversation we never would have had otherwise.
James T., Edinburgh, UK
"Clarity for both of us."
My husband and I completed the spreadsheet together over a weekend. It covers things we hadn't even thought of, like digital legacy and key contacts. We both feel a huge sense of relief knowing that if something happened tomorrow, the other wouldn't be left searching for answers.
Anne & Tom P., Boston, MA
What You’ll Find Inside
- 12+ Preset fully editable sheets
- Easy-to-navigate tabs
- Personal & family infomation
- Important Contacts List
- Assets, property, and debts
- Legal documents and valuables
- Passwords & digital accounts
- End of life, funeral & after death wishes
- Executor guidance included
The Purpose
Thinking ahead is an act of love.
The End of Life Planner Spreadsheet was created to help you record everything that matters.
Your wishes, important details, and the information your loved ones might one day need.
It’s not about fear or finality.
It’s about clarity, care and kindness, making sure that when the time comes, those you love won’t be left searching for answers.
The Story Behind It
This planner spreadsheet was born from a simple idea: that everyone deserves peace of mind and the ability to leave behind clarity instead of confusion.
After seeing how difficult it can be for families to find essential information during moments of loss, we wanted to create something practical, gentle, and accessible.
A tool that guides you through the process with calm and simplicity.
✔ Instant download • Works with Excel & Google Sheets • One-time purchase
Compassion
We believe in approaching sensitive topics with empathy and respect.
Simplicity
Everything is designed to be easy to use and understand — no overwhelm, no stress.
Privacy
Your information is yours alone. Nothing is stored or shared online.
Clarity
We help you organize every detail, so your loved ones can focus on what truly matters.
Designed by Heirloom With Care
Created to bring order and peace of mind.
For you, and for those you love.
Easy to edit, easy to store, easy to share.
Available for Microsoft Excel and Google Sheets.