Embedded Files
Tools and guidance to help you take your next step with confidence.
Tools and guidance to help you take your next step with confidence.
Whether you’re starting your first folder, preparing documents, or learning how to talk with your family, these resources are designed to make planning easier, clearer, and more compassionate.
Whether you’re starting your first folder, preparing documents, or learning how to talk with your family, these resources are designed to make planning easier, clearer, and more compassionate.
We’re continually adding new tools as our programs grow.
We’re continually adding new tools as our programs grow.
Here’s what’s available now — and what’s coming soon.
Here’s what’s available now — and what’s coming soon.
From our Partners
From our Partners
Unbury the Burden: A Loving Legacy is More Than Money
Unbury the Burden: A Loving Legacy is More Than Money
When someone you love dies, the grief is heavy enough—yet most of us also face a flood of logistics, decisions, and unanswered questions. Unbury the Burden is both a personal story and a practical guide, written by someone who has lived every step of it.
Late To Your Own Funeral: How To Leave a Legacy and Not a Logjam
Late To Your Own Funeral: How To Leave a Legacy and Not a Logjam
The only aspect of life more certain than death? The bureaucratic nightmare that accompanies it. In Late To Your Own Funeral, Rachel Donnelly offers an effective and entertaining guide out of estate settlement purgatory.
Free Forms & Checklists
Free Forms & Checklists
Simple tools you can use today.
Simple tools you can use today.
These forms cover the basics — the essential information that loved ones often spend hours searching for during a crisis.
In Case of Emergency Form
In Case of Emergency Form
A one-page overview of your most important contacts, medical details, and must-know information.
In Case of Emergency - Fillable.pdfFuneral/Memorial Planning Form
Funeral/Memorial Planning Form
A gentle, guided worksheet to document your wishes so your family isn’t left guessing.
Funeral and Memorial Service Planning - Fillable.pdfEstate Planning Checklist
Estate Planning Checklist
PALS Estate Planning Checklist - Fillable.pdfDocument Checklist
Document Checklist
PALS Document Checklist - Fillable.pdfStarter Packs
Starter Packs
Not sure where to begin? Start here.
Not sure where to begin? Start here.
Our Starter Packs include the same tools and items we recommend in our workshops and book. These simple, practical resources help turn planning into action without the overwhelm.
Essentials Starter Pack
Essentials Starter Pack
Recommended Products
Recommended Products
Curated supplies that help you begin organizing your documents and important information — including binders, tabs, sleeves, and other simple tools.
Workshops & Real-World Support
Workshops & Real-World Support
Learning together makes preparation easier.
Learning together makes preparation easier.
Our signature program, Journey to Peace Instead of Paperwork, provides hands-on, step-by-step guidance in a supportive environment.
Workshops include:
Workshops include:
Real examples and demonstrations
Checklists and templates
Practical planning steps
A safe, compassionate place to ask questions
What We Are Working On
What We Are Working On
New resources coming as our programs expand.
New resources coming as our programs expand.
Our signature program, Journey to Peace Instead of Paperwork, provides hands-on, step-by-step guidance in a supportive environment.
Our signature program, Journey to Peace Instead of Paperwork, provides hands-on, step-by-step guidance in a supportive environment.
Additional forms and templates
Family conversation guides
Binder setup instructions
Video walk-throughs
Planning worksheets
Topic-specific checklists
Support tools for caregivers
These items are in active development as part of our 2026 program expansion.
“Preparedness is an act of love.
“Preparedness is an act of love.
And no one should have to carry the burden alone.”
And no one should have to carry the burden alone.”
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