Most of us avoid thinking about the “what ifs” in life…
but if something happened to you tomorrow, would your loved ones know what to do?
 
Shock is one thing.
Grief is another.
But confusion on top of all that?
 
That’s what leaves families scrambling for passwords, instructions, documents that were never printed, decisions that were never discussed and endless guesswork.
 
The Just in Case Legacy Planner exists to spare them that chaos. 
 
This isn’t just a planner. It’s a container for clarity. A single thoughtfully organised place for every essential detail - so your family never has to second guess what you would have wanted.
 
From medical information to insurance, account access to funeral wishes, it guides you through each step with calm, practical prompts.
 
Created by a Professional Organiser with over 21 years experience supporting people through downsizing, bereavement and paperwork overwhelm, this planner is based on what’s actually needed when life throws the unthinkable.
 
You’ll receive both a fillable digital PDF and a printable version, so you can complete it your way, at your pace. 
 
This is the document your future self - and your family - will quietly thank you for.
 
Make the decision now - for £27, you can give them peace instead of pressure.
 
You’ll receive a ZIP file with both a fillable digital PDF and a printable version, so you can complete it in the way that suits you best.
 
You can print this file (or send it off to be printed) and fill it out by hand.
TO USE THIS OPTION DOWNLOAD THE PRINTABLE OPTION.
 
Or you can fill it out on your computer and then save (you an also print this written version once filled.)
The PDF is fillable (with text boxes where required), using any PDF software such as Adobe Reader, meaning you can type right onto the form.
TO USE THIS OPTION DOWNLOAD THE FILLABLE OPTION.
 
*I recommend storing the printed version in a locked file cabinet or fireproof safe. I recommend storing a digital version in a password protected file.
 
Let your loved ones know where to find this planner.

 
This is the document your future self - and your family - will be grateful you prepared.
 
Using the Legacy Planner for couples in the same household
If you complete the Legacy Planner online, your partner can easily create their own version without starting from scratch.
 
Once you’ve filled in your planner, simply save a copy using your name.

Your partner can then duplicate that file and “Save As” with their own name before making any changes.
 
They only need to update the sections that are personal to them, such as:
Personal details
Medical information
Passwords
Funeral wishes
 
All shared household information can stay exactly as it is.
 
Digital download only. No physical item will be sent.
 
This product may not be copied, shared, distributed or resold, in whole or in part, outside of your household. All rights reserved.