"When I Die" file template on Notion

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Your death is probably the last thing you want to think about, but you can’t afford not to – especially when you have a family that you will be leaving behind. A wise person once said that the only thing you can count on is death and taxes and they were right. It could be right around the corner or a few decades in the future, but it is something that will get here eventually. Prep your family now for your passing and you will save them the headache and heartache later on.

With this Notion template, you can organize your files, documents, information, and more to help your loved ones navigate a time of confusion, sorrow, and grief. They will need a lot of information and must go through multiple agencies, firms, and accounts to collect payouts, finalize debts, transfer assets, and more.

This can be used to ready your affairs or those of a parent or loved one. It can also be used to as an after-death checklist to help you navigate everything that needs to be taken care of. It can take a year to close out someone's life!

  • An overview of the process. 
  • Contact Database
  • Account and Asset databases for real estate, furniture and valuables, 
  • A detailed glossary of 40+ items, forms, processes, and procedures. 
  • Templates for letters to social security, pension, and credit agencies. 
  • Templates for maintenance logs
  • Templates for dependents and care guides
  • Guides for wake, funeral, and memorial service plans
  • Database of important documents 
  • Checklist of items to keep updated yearly
  • A “Ready your Affairs” checklist with 40+ actionable items
  • A “After-Life” checklist with 50+ actionable items
  • Grief resources 


If you want a print version, you can buy this as hardback book or a PDF to print at home.

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$5+

"When I Die" file template on Notion

0 ratings
I want this!