No one likes to think about the possibility of dying, but it is a reality for every person. Here at Five Bags of Gold, we are all about making that time easier on the ones we love. One way to do that is with a peace of mind planner.
Today, we are going to review our “Peace of Mind Planner: A Family Household Information Guide,” which is currently for sale on Amazon.com.
What Happens After Death?
When you pass away, your family is left to deal with all of your affairs, and they have to do this while grieving.
Family members will need to locate your will, bank accounts, insurance policies and more.
This will be difficult if you haven’t organized everything and let your family know where they could find the information.
That’s where our “Peace of Mind Planner” comes in. This end of life planning workbook is easy to use and comes with 50 fill-in-the-blank pages.
Everything your family needs to know can be compiled together in this one book.
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What’s in the Peace of Mind Planner?
Inside the workbook, you’ll find the following pages:
- A personalized note
- Online accounts and passwords
- Financial accounts and information
- Where is it?
- A list of where documents are stored
- Special information
- Timely notes
- Business contacts
- Family and friends contacts
- Funeral directives
- Final wishes
- Special instructions on pets
- Home services
- Subscriptions Notes
We put a lot of thought and research into creating this planner.
We think this Peace of Mind Planner is quite comprehensive and does an excellent job of allowing the user to record all of the important information one would need to know in the event of a person’s passing.
Your relatives won’t have to hunt for your bank accounts and try to guess the passwords for your online accounts. They’ll know who to notify of your passing, as well as how you’d like your pets to be cared for.
They will know which subscriptions you have that need to be canceled and which home services you use, which is important info whether they are going to inhabit the home or sell it.
The personalized notes sections allows you to leave messages for the individuals in your life who mean the most to you!
What’s Not in the Peace of Mind Planner?
It’s important to note that this planner does not take the place of your Last Will and Testament or your final Healthcare Directives.
It is not a legally-binding document. What the planner does do, is provide a “Where is It?” page for you to let your relatives know where your Will and final Healthcare Directives are located.
Always seek advice from an Elder Law Attorney where your Will and Final Wishes are concerned! Here at Five Bags of Gold, we firmly believe every individual should have a Will drawn up.
You never want to leave your affairs up to the state.
What Do You Do Once the Workbook is Filled Out?
Once the workbook is completely filled out, you need to let several family members know where it is. What we actually recommend is that you purchase a few “Peace of Mind Planners.”
When I created my will, I gave a copy to my father, daughter and first cousin. They won’t have to hunt for it because they will know exactly where they put it.
You’ll want to do the same with this workbook. Fill out two or three copies, so that you can keep one and give the others to the people in your life who will be taking care of your affairs.
Then, they won’t have to search for it and they’ll know exactly what needs to be done.
In Conclusion: Peace of Mind Planner
Anytime you plan for the future, you can’t go wrong. You make things easier for yourself and the ones you love.
This “Peace of Mind Planner” is super affordable at just $7.99 and ships quickly, since it qualifies for Amazon Prime.
It even has an attractive floral cover and comes with a bonus page that offers Personal Security Tips for your protection!
12 thoughts on “Peace of Mind Planner: An End of Life Planner Workbook Review”
This is truly something I had never even considered before. I am of course familiar with the concept of a last will and testament, but the peace-of-mind-planner seems like something that could really be incredibly beneficial to friends and family who shouldn’t have to deal with so much stress and disorganization on top of the grief they are experiencing when they lose a loved one. I wish that my parents would have had one of these to utilize when their parents began to pass away. Thanks for the great idea!
Yes, I totally agree. When you are grieving, the last thing you want to be doing is trying to hunt down important information. I talk about this with my parents and encourage others to do the same.
This review on the Peace of Mind Planner is an excellent reminder of what all of us should do. It is easy to see how the information to be filled out in the planner can greatly assist your loved ones. I liked the advice of having 3 or 4 filled out and given to those you know will be handling your affairs.
And for $8, how can you go wrong?
Thanks! It is super affordable and so worth it, as it will save your loved ones so much time (and stress) when they are still grieving. Not always the easiest subject to talk about, but again, so worth it in the end.
Helping our family and relatives with information concerning where are out Will and final Healthcare Directives can ease things when they are overwhelmed dealing with our loss. I have heard about this idea but it is the first time a read a complete article about it. I will keep checking into it. Thank you!
Yes, it really does ease things so our loved ones aren’t overwhelmed. Thanks for your thoughtful comment!
What a great idea. I am 68 and I realise that I need to put my information in an organized way together for the sake of those I might leave behind. This is especially true for me since I work in a number of niches. I am a musician, author, math tutor and have income coming in as fees and royalties from different sources. I have seen families in a quandary when a relative dies and I don’t want to put my family through that. Thank you for this article.
Yes, I think our Planner will definitely work well for you. I’m in the same boat, as I have passive income from several sources that my family wouldn’t know about if I didn’t have it listed in the End of Life Planner.
When you lose someone, it is always hard to find out if the deceased had certain wishes after his dead. Like: does someone need to speak at the funeral, what kind of coffin would they have liked, wishes for the family and friends, etc. Keeping a piece of mind planner before your own death really would be a very good idea. Then you have literally peace of mind, because the ones left behind do not need to worry about that part anymore. I would do the same!
Yes, it is so helpful for those who are grieving. They won’t have to think about your wishes or how to handle the affairs of their loved one. It’s definitely a hard topic and hard to plan for the event of your own death, but when you think about how much easier it will be for the ones you leave behind, it’s a no brainer.
Having handled the affairs of several family members, I can’t tell you how important it is to make sure that all your information is in one place. I remember when a family member dies, my mother had to go through his things to find the paperwork. She spent weeks putting everything together. Others have had everything in perfect order. It important to remember that none of us know when our time is up. We must be prepared and this sounds like a great way to do it. I have ordered mine.
Thanks Cynthia! I totally agree. We never know when it will be our time and it’s best to make it easier for those we leave behind. The Planner is easy to fill out and update semi-annually, so you only ever need one copy, unless you wish to have a second copy for a family member to hold on to.