planning guide

Download How to Create a Planning Guide for My Family to gain 13 worksheets and more that will help you easily and conveniently provide your loved ones your essential information, if ever needed. 

Regardless of age, an unexpected illness or injury can leave family or friends with a slew of difficult decisions. Help them transition with these worksheets in regards to your care and/or your wishes. 

Use these worksheets to help you organize and provide: 

  • Essential personal information 
  • Health care providers’ contact information 
  • Insurance information 
  • Medical history and conditions 
  • Pertinent legal and financial records 
  • And more. 

There is no greater gift an individual can provide for their loved ones than the gift of planning. 

Download My Guide