“When I’m Gone” Planner — Everything Your Family Needs to Know
A comprehensive 18-page guide to organize your important documents, accounts, and final wishes — so your family isn’t left searching.
We’ll email your planner instantly. No spam, ever.
Nobody likes to think about it. But here’s the truth: if something happened to you today, would your family know where to find your important documents? Your passwords? Your final wishes?
For most families, the answer is no. And that silence creates chaos during the most difficult moments of their lives.
That’s why we created the “When I’m Gone” Planner — a free, comprehensive guide to help you organize everything your loved ones will need. All in one place.
Just enter your email and we’ll send the planner straight to your inbox — plus helpful tips on organizing your family’s important documents.
Why Every Family Needs This Planner
When a loved one passes away, grief is hard enough. But for many families, the weeks that follow become a frantic search for answers:
- Where is the will?
- What bank accounts did they have?
- Who is their attorney? Their financial advisor?
- What were their funeral wishes?
- What subscriptions need to be cancelled?
Without a clear record, families spend countless hours — sometimes months — piecing together information that could have been organized in advance.
The “When I’m Gone” Planner solves this problem. It’s a single document where you can record everything your family needs.
What’s Inside the Planner
Our 18-page planner covers every critical area your family will need:
👤 Personal Information
- Legal name & vital details
- Emergency contacts
- Family member information
📜 Legal Documents
- Will location & attorney
- Trust information
- Power of Attorney details
🏥 Healthcare Directives
- Living will preferences
- DNR wishes
- Organ donation decisions
💰 Financial Accounts
- Bank & investment accounts
- Retirement accounts
- Financial advisor contacts
🛡️ Insurance Policies
- Life insurance & beneficiaries
- Health, auto, home policies
- Agent contact information
🏠 Property & Assets
- Real estate & deed locations
- Vehicles and titles
- Safe deposit box info
💻 Digital Life
- Email & social accounts
- Password manager info
- Subscriptions & payments
🕊️ Final Wishes
- Funeral & burial preferences
- Memorial ceremony wishes
- Personal messages
How to Use the Planner
Getting started is simple:
Enter your email to download
We’ll send the planner directly to your inbox.
Fill it out digitally or print it
All fields are editable in any PDF reader (Adobe, Preview, your browser).
Store it safely
Keep a copy where your family can find it when they need it.
Update it annually
Life changes, and your planner should too.
Don’t try to complete everything in one sitting. Start with the sections that matter most — legal documents and emergency contacts — then work through the rest over time.
Physical + Digital: The Complete Solution
A printed planner is a great start. But what happens if it’s lost in a fire, flood, or simply can’t be found when it’s needed most?
That’s where CareTabs comes in.
CareTabs is a secure digital vault designed specifically for families. It lets you:
- Store important documents with military-grade AES-256 encryption
- Share access with trusted family members — they can view documents when needed
- Access your information from anywhere — even in emergencies
- Set expiration reminders for documents that need renewal
The best protection uses both: a physical planner for quick reference and a CareTabs account for secure, always-accessible backup.
Get Complete Protection
Enter your email to get the free planner, then create your CareTabs account for ultimate peace of mind.
Free instant download. No spam, unsubscribe anytime.
Don’t Wait for “Someday”
We all think we have more time. But the truth is, organizing your affairs isn’t about expecting the worst — it’s about caring for the people you love.
When you take 30 minutes to fill out this planner, you’re giving your family an incredible gift: clarity during chaos, answers instead of questions, and peace instead of panic.
Download the “When I’m Gone” Planner today. It’s free. It’s comprehensive. And it might be the most important document your family ever receives.
Ready to Protect Your Family?
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