After a loss, one step at a time.
When someone you love has died, there are suddenly dozens of things to handle. This planner shows you what needs attention first, keeps track of who you've called, and lets everything else wait until you're ready.
● Everything you enter stays on this device. Nothing is uploaded or shared.
The first 48 hours
Who to call first, caring for anyone who depended on them, and choosing a funeral home.
The first two weeks
The funeral or memorial, death certificates, and letting government and banks know.
The first three months
Benefits to claim, accounts and bills to close, and the estate paperwork.
The months ahead
Final taxes, settling the estate, and their belongings, when you're ready.
This planner is an organizing tool. It doesn't give legal, financial or tax advice. Rules differ by province, state and country, so check the official links provided or speak with a professional about your situation.
Everything, in one place
Only the tasks that fit your answers are shown. Tap a task to see why it matters, add notes, or mark it as waiting on someone else.
Words you’ll hear, explained simply
Add your own task
Something specific to your family that isn't on the list.
Who you've spoken with
Every bank, office and company will give you a name, a reference number and a list of what they need. Write it down here so you never have to remember it.
What's been paid, and by whom
Funeral costs and other bills are often paid by family first and repaid from the estate later. Keep every receipt and log it here.
| Date | What it was for | Category | Amount | Paid by | Repaid |
|---|
What they had, what they owed, and where the papers are
You don’t need exact numbers. A rough picture helps the executor, the lawyer and the family see where things stand.
Important documents
Tick them off as you find them, and note where each one is kept.
| Document | Status | Where it is |
|---|
Rough estimates are fine. Accounts with a named beneficiary or joint owner usually go straight to that person, so they’re left out of the estimated estate.
What they owned
Accounts, property, vehicles, valuables, and money owed to them. Leave out full account numbers; the last few digits are enough.
| Type | Description | Where held | Value | Goes directly to someone | Status |
|---|
What they owed
Debts are usually paid by the estate, not by family members personally.
| Type | Owed to | Amount | Status |
|---|
About your loved one
The information that almost every organization will ask for, and the people helping you.
Basic information
You'll be asked for these again and again. We don't ask for ID or account numbers; keep those on the documents themselves.
Death certificates
Many organizations want an original. Track how many you have, and log who received one in the contact log.
People helping
The executor, funeral director, lawyer and anyone else you'll be in touch with often.
Your answers
These decide which tasks you see. Change them anytime; your progress is kept.