People & Records
Important Documents
Upload, tag, and manage important household documents.
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End of Life Planner & Organizer
Keep a private plan for what someone else would need: contacts, documents, accounts, household details, and wishes. You fill in only the sections you want.
Your first two tools have no monthly charge. Each tool after that is $2 a month.
End of Life Planner
Create a plan for each person and record the information loved ones may need.
Leave a practical plan in one place
Household Toolbox keeps this with your other household records under one account.
What you can record
One plan per person
Create a plan for someone in the household and archive a plan you are not actively editing.
Personal and contact details
Record a personal record and the people who should be contacted, in the order you choose.
Devices and online accounts
Note devices, online accounts, and where a password is stored. This is a record you type in, not a password manager sync.
Documents, insurance, and money
List important documents, insurance policies, and financial accounts, including where papers are kept.
Home details, wishes, and letters
Record home information, next steps, end-of-life wishes, personal wishes, and letters.
Attach scans where a section allows files
Document, insurance, letter, personal-item, and other-record rows can hold files. Contacts and login rows do not.
Export a PDF of the plan
Export a PDF of the plan you choose.
How It Works
Step 1
Create a plan for a person
Start a plan and open the sections you are ready to fill in.
Step 2
Add the details someone else would need
Contacts, documents, accounts, home information, and wishes each have their own section.
Step 3
Update it over time
Come back to unfinished sections, attach scans where files are supported, and export a PDF when you want a copy.
Information someone else may need
The planner is a private household record. It does not replace a will, an attorney, or a financial institution.
- Who to contact first
- Where important papers are kept
- Insurance policies
- Accounts and where logins are stored
- Home utilities, providers, and vehicles
- Wishes and letters
Frequently asked questions
Who is End of Life Planner for?
It is for a household that wants a private written plan of the contacts, documents, accounts, home details, and wishes someone else may need.
Can I make a plan for more than one person?
Yes. You can create a plan for each person and archive a plan you are not currently using.
What sections are included?
Plans include a personal record, important contacts, device and online logins, documents, insurance, financial information, home information, next steps, wishes, letters, and an other section. You can also add custom sections.
Can I store scans of documents and policies?
Yes, on document, insurance, letter, personal-item, and other-record rows. Contact rows and device or online login rows do not take file attachments.
Does this replace a will or a lawyer?
No. It stores the information you enter so it is easier to find. It is not legal, medical, or financial advice, and it does not file documents for you.
Can I export the plan?
Yes. You can export a PDF of the plan you choose.
Related household tools
People & Records
Address Book
Store, tag, and manage mailing addresses for your household.
People & Records
Notes
Create, tag, and manage household notes.
Put your household information to work
Create your Household Toolbox account and start using End of Life Planner. Your first two tools have no monthly charge. Each tool after that is $2 a month.
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