Companion workbook
A place to write down what your loved ones may one day need.
Printable workbook · Julie G. Norris
The Thoughtful Goodbye Workbook helps you gather the practical details that are often scattered across files, devices, emails, and memory.
Use it to document contacts, financial accounts, digital access, property details, insurance policies, medical information, care instructions, and final wishes at your own pace.
What it helps with
Organize the details before they are needed
Key contacts
Record personal information, family contacts, friends, professional contacts, and employer details.
Financial accounts
Capture banking, loan, investment, and other account information in one organized place.
Digital access
Document online accounts, logins, app access, security questions, and authenticator notes.
Property and assets
Organize property, vehicles, ownership details, utilities, and ongoing service providers.
Insurance policies
Track life insurance, home insurance, vehicle insurance, and important policy details.
Medical information
Gather insurance, providers, prescriptions, medical contacts, and care preferences.
Pets and plants
Leave clear care instructions for pets, plants, routines, providers, and household needs.
Final wishes
Document funeral wishes, obituary preferences, belongings, and service details with care.
Who this workbook is for
- Adults who want to organize important information in one place
- Families caring for aging parents or loved ones
- People who want to reduce guesswork during a crisis
- Anyone who has started planning but needs structure
- Readers of The Thoughtful Goodbye who want a practical next step
How to use it
- Start with the sections that feel most important
- Print extra copies of pages as needed
- Update it after major life changes
- Store it securely but make sure a trusted person knows where it is
- Use it alongside professional legal, financial, or medical guidance
A note about sensitive information
This workbook may contain private financial, medical, and digital access details once completed. Store it in a secure but discoverable place and carefully decide who should know how to access it. It is a planning aid, not a substitute for legal, financial, medical, or professional advice.
Ready to start organizing?
The workbook gives you clear templates for documenting the details your loved ones may need someday, without forcing you to complete everything at once.
Continue your planning