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What to do when I’m gone planner


Most of us have wills to ensure our wishes are fulfilled.

Equally as important is a "what to do when I’m gone" planner – a place where you list key information about your health, finances, account details, passwords, funeral arrangements, and more. It’s a resource that will save your executor and/or loved ones incalculable time, money, and stress.

That’s why we’ve created this 24-page planner that you can complete—so your executor and loved ones have everything they need to know to wrap up your estate when you’re gone.

How to use the planner

Important: Because you’ll be including private and confidential information, please keep your completed planner safe (e.g., password protected or, if printed, in a safety deposit box) – that only your lawyer, executor and closest loved ones know about.

As you complete the planner, please keep in mind:

  • It is not a legal document and does not replace a will or other documentation, such as your life or disability insurance policies.
  • The CWBRT bears no responsibility for the information you include. The planner is simply a resource to help your executor and/or loved ones after you’re gone.
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