Organize Important Information, Final Wishes, and Emergency Documents

final wishes planner

Life can be unpredictable. Having essential information, final wishes, and emergency details written down in one place can make things much easier for the people who may need it one day.

This page explains what information to gather, how to organize it, and simple tools that can help.

Who This Is For

  • For yourself: Organizing your own final wishes and important information
  • For executors or family members: Gathering details for someone you’re helping
  • For emergencies: Making sure critical information is easy to find when needed

Why Organizing Final Wishes and Important Information Matters

Having everything documented in one place can help to:

  • Keep essential information accessible for family and executors
  • Make final wishes clear and easy to follow
  • Avoid missing important details during emergencies
  • Reduce confusion during stressful or time-sensitive situations

What Information Should Be Included in a Final Wishes Planner?

In general, important information falls into a few main categories:

  • Instructions for care and final wishes
  • Personal and contact information
  • Medical and health details
  • Financial accounts and insurance
  • Legal documents and contacts
  • Digital accounts and access information

How to Organize Important Information So Others Can Find It

The most helpful thing you can do is keep everything organized and accessible.

  • Use a structured format so nothing is overlooked
  • Keep the information in one known location
  • Let your executor or a trusted person know where it’s stored
  • Update it periodically so it stays current

You don’t need to overcomplicate it. Clear and complete is enough.

Using a Final Wishes Planner or Checklist

A planner or checklist can make this process more manageable:

  • Gather the information you already have
  • Record it section by section
  • Store it somewhere safe
  • Review and update it as needed

This approach works whether you’re preparing your own information or helping someone else.

Printable Final Wishes Planners and Checklists

If you’d like an easy way to organize everything in one place, I offer printable Final Wishes planners and a companion checklist. They’re useful whether you’re planning for yourself, helping a loved one, or acting as an executor.

You can choose between:

One-page Final Wishes checklist
A simple, printable overview that lists all the essential information to gather, with checkboxes to make sure nothing is missed. Perfect as a quick reference or to prepare before using a full planner.

Full printable Final Wishes planners
Comprehensive planners with dedicated sections for each category, giving you plenty of space to record details clearly and keep all your important information in one place.

All printables are PDF files, ready to print and fill out at your own pace. Visit Shop

final wishes planners

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