
• My Personal Information
• My Medical Information
• Key Contact Information
• At the Time of My Passing
• My Dependents
• Important Documents
• Financial Information
• Commercial/Business Information
• What Beneficiaries Can Expect
• Personal Property
• Insurance
• My Pets
• What to Pay, Close, and Cancel
• Email and Social Media
• Miscellaneous Information
• My Personal Wishes
• Last Words
• Note: This planner is not a legal document and does not replace a valid will.