5 Things to Include in Your End-of-Life Planner (That Most People Forget)

5 Things to Include in Your End-of-Life Planner (That Most People Forget)

When people think of end-of-life planning, they often imagine wills and medical documents. But true peace of mind comes from thinking beyond the basics — capturing the personal, emotional, and digital details that make your life uniquely yours.

  1. Digital accounts and passwords
    → Email, subscriptions, and cloud storage — these need to be accessible when you’re no longer there to manage them.

  2. Personal letters or messages
    → A few heartfelt words can mean more than any inheritance.

  3. Memorial or funeral preferences
    → Music, readings, or small details that reflect your personality.

  4. Important contacts
    → Family, friends, advisors, doctors — keep them organized and easy to reach.

  5. Where to find everything
    → A clear index of documents and belongings saves hours (and heartache) for your loved ones.


Your end-of-life planner isn’t just a document — it’s a bridge between your life and the people you love.
Make it clear. Make it kind. Make it Heirloom.

Start your plan today with the Heirloom End of Life Spreadsheet