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Printable End of Life Planner

This document contains a detailed end of life planner with sections on online accounts, social media, devices, contacts, bank accounts, investments, subscriptions, bills, insurance, pensions, retirement accounts, life insurance, and the location of important files.

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valeriabandalac
Copyright
© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
100% found this document useful (4 votes)
2K views25 pages

Printable End of Life Planner

This document contains a detailed end of life planner with sections on online accounts, social media, devices, contacts, bank accounts, investments, subscriptions, bills, insurance, pensions, retirement accounts, life insurance, and the location of important files.

Uploaded by

valeriabandalac
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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End of Life

Planner
Personal Message

©Addi Ganley, LLC. All Rights Reserved.


Online Accounts
website / account: website / account:

email: email:

username: username:

password: password:

notes: notes:

website / account: website / account:

email: email:

username: username:

password: password:

notes: notes:

website / account: website / account:

email: email:

username: username:

password: password:

notes: notes:

website / account: website / account:

email: email:

username: username:

password: password:

notes: notes:
Social Media
Website Website

Username Username

Password Password

Website Website

Username Username

Password Password

Website Website

Username Username

Password Password

Website Website

Username Username

Password Password

Website Website

Username Username

Password Password

©Addi Ganley, LLC. All Rights Reserved.


Device Passwords

Device

Username

Password

Device

Username

Password

Device

Username

Password

Device

Username

Password

Device

Username

Password
Family Contacts

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

©Addi Ganley, LLC. All Rights Reserved.


Personal Contacts

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES
Professional Contacts

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

NAME COMPANY

EMAIL PHONE

ADDRESS

NOTES

©Addi Ganley, LLC. All Rights Reserved.


Bank Accounts
Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website

Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website

Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website

Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website
Investment Accounts
Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website

Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website

Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website

Account name Bank

Account no Type of account


Card no Username
Credit limit PIN Password
Card type Credit card Debit card Website

©Addi Ganley, LLC. All Rights Reserved.


Subscriptions

Company Username Password


Recurring Bills

Company Account Number Payment Method

©Addi Ganley, LLC. All Rights Reserved.


Monthly Bills

MORTGAGE INTERNET

Company Company

Policy No Policy No

Phone No Phone No

Website Website

Renewal Date Renewal Date

WATER ELECTRIC

Company Company

Policy No Policy No

Phone No Phone No

Website Website

Renewal Date Renewal Date

GAS MOBILE

Company Company

Policy No Policy No

Phone No Phone No

Website Website

Renewal Date Renewal Date


Monthly Bills

Company Company

Policy No Policy No

Phone No Phone No

Website Website

Renewal Date Renewal Date

Company Company

Policy No Policy No

Phone No Phone No

Website Website

Renewal Date Renewal Date

Company Company

Policy No Policy No

Phone No Phone No

Website Website

Renewal Date Renewal Date

©Addi Ganley, LLC. All Rights Reserved.


Insurance Info
INSURANCE COMPANY:

Provider Name

Policy No

Phone No

Website

Number of NYC
(No Year Claims)

Renewal Date

INSURANCE COMPANY:

Provider Name

Policy No

Phone No

Website

Number of NYC
(No Year Claims)

Renewal Date

INSURANCE COMPANY:

Provider Name

Policy No

Phone No

Website

Number of NYC
(No Year Claims)

Renewal Date
Pension Details
Provider

Plan Name

Policy No

Phone No

Website

Death Benefits

Notes

Provider

Plan Name

Policy No

Phone No

Website

Death Benefits

Notes

Provider

Plan Name

Policy No

Phone No

Website

Death Benefits

Notes

©Addi Ganley, LLC. All Rights Reserved.


Retirment Accounts
Provider

Plan Name

Policy No

Phone No

Website

Death Benefits

Notes

Provider

Plan Name

Policy No

Phone No

Website

Death Benefits

Notes

Provider

Plan Name

Policy No

Phone No

Website

Death Benefits

Notes
Location of Files
Notes

©Addi Ganley, LLC. All Rights Reserved.


Life Insurance

NAME: MAIN MEMBER


Reference. #: DEPENDANT

D.O.B: INSURANCE COMPANY:

PLAN: MEMBERSHIP #:

VALID FROM DATE:

WEBSITE INFO
PASSWORD: NOTES
USERNAME:

NAME: MAIN MEMBER


Reference. #: DEPENDANT

D.O.B: INSURANCE COMPANY:

PLAN: MEMBERSHIP #:

VALID FROM DATE:

WEBSITE INFO
PASSWORD: NOTES
USERNAME:

NAME: MAIN MEMBER


Reference. #: DEPENDANT

D.O.B: INSURANCE COMPANY:

PLAN: MEMBERSHIP #:

VALID FROM DATE:

WEBSITE INFO
PASSWORD: NOTES
USERNAME:
Health Insurance
NAME: MAIN MEMBER
Reference. #: DEPENDANT

D.O.B: INSURANCE COMPANY:

PLAN: MEMBERSHIP #:

VALID FROM DATE:

WEBSITE INFO
PASSWORD: NOTES
USERNAME:

NAME: MAIN MEMBER


Reference. #: DEPENDANT

D.O.B: INSURANCE COMPANY:

PLAN: MEMBERSHIP #:

VALID FROM DATE:

WEBSITE INFO
PASSWORD: NOTES
USERNAME:

NAME: MAIN MEMBER


Reference. #: DEPENDANT

D.O.B: INSURANCE COMPANY:

PLAN: MEMBERSHIP #:

VALID FROM DATE:

WEBSITE INFO
PASSWORD: NOTES
USERNAME:

©Addi Ganley, LLC. All Rights Reserved.


Medical History
MAJOR ILLNESSES
ILLNESS START END DOCTOR TREATMENT NOTES

MEDICATION
NAME START END DOSAGE DOCTOR PURPOSE

SURGERY
PROCEDURE DATE SURGEON ANAESTHESIOLOGIST HOSPITAL

VACCINATIONS
NAME DATE NAME DATE
Polio (IPV) HPV
Chicken Pox (Varicella) Malaria
DTap Yellow Fever
MMR Covid-19
Hib
Pneumococcal (PCV)
Hepatitis A (HepA)
Hepatitis B (HepB)
Important Posessions
Notes

©Addi Ganley, LLC. All Rights Reserved.


Final Wishes
Funeral Arrangements

Preferred Funeral Provider

Burial Natural Burial Cremation

Preferred Funeral Service


Full Service Committal Only No Service

Style of the Service


Formal Informal Don't Mind

Location of the Service


Dress Code

Music / Hymms

Flowers Donations to

Any other wishes for the


funeral
Notes

©Addi Ganley, LLC. All Rights Reserved.

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