Pre-Planning Essentials: 5 Things to Do Before You Need To

 


Peace of mind starts with a plan. Here are five simple things you can do now to protect your loved ones later.

No one likes to think about the end of life, but having a plan in place doesn’t mean you're expecting the worst. It means you're making a thoughtful choice to protect your family, share your wishes, and give yourself peace of mind. Whether you're just starting to consider the idea of pre-planning or you're helping a parent or spouse get organized, this guide is a gentle first step.

1. Write Down Your Final Wishes

From burial vs. cremation to the type of service you prefer (traditional funeral or celebration of life), writing down your final wishes gives your family clarity during a difficult time.

You don’t need a lawyer to start, just a notepad or printable worksheet.

Explore Pre-Planning Tools & Templates

2. Organize Important Documents

Gather the documents your family will need in an emergency or after your passing. This includes:

  • Will or estate plan
  • Insurance policies
  • Bank and investment account info
  • ID and birth certificate
  • Passwords and digital logins

Keep everything in a secure but accessible place, and let a trusted person know where it is.

3. Make a List of Accounts & Subscriptions

Today, many of our accounts are digital. From Netflix to phone bills to online banking, a clear list of what you use (and how to access it) will make it easier for loved ones to manage or close these services if needed.

Don’t forget your email, cloud storage, and social media accounts.

4. Write a Letter (or Two)

This part is optional, but deeply meaningful. Consider writing a short note to your spouse, children, or family that they can read in the future. It doesn’t need to be perfect or poetic — just real.

You might also include a note to be read during your service or included in a program.

5. Create a “Grab & Go” Emergency File

If something unexpected happens (a hospitalization, evacuation, etc.), having a quick-access file can save time and stress. It should include:

  • Medical history and allergy list
  • Emergency contacts
  • Power of attorney or DNR forms (if applicable)
  • Health insurance info

Many people create both a digital copy (on a secure flash drive or cloud folder) and a printed binder or folder.

Start with Simple Tools

You don’t have to buy an expensive planner or hire a professional to get started. That’s why we created the Peacefully Planned Pre-Planning Essentials Collection filled with printable templates, emergency binders, and future legacy tools to help you take the first step with clarity and ease.

Planning Ahead Is a Gift

Pre-planning isn’t just about paperwork, it’s about love. When you prepare ahead of time, you take a heavy burden off your family’s shoulders and give them space to grieve and celebrate your life. It’s one of the most thoughtful things you can do.

Whether you're just beginning or you're building a full binder, we're here to support you, one simple step at a time.

🛒 Browse Our Pre-Planning Tools on Zazzle


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