Free Pre-Planning Guide (PDF)

A calm, practical place to begin planning ahead

Spring garden path lined with pink tulips

Free · three-page PDF

Make space for the conversation.

A short, fillable worksheet to gather useful details, note your wishes, and prepare questions before speaking with us.

Open the guide now. No name or email is required.

Open the free guide (PDF)

You can save the PDF after it opens, or print it and write by hand.

Inside the guide

  • Why recording choices ahead of time can help the people close to you.
  • A checklist of information and documents to gather.
  • Space to write down wishes, questions, and next steps.

Use it your way

Fill in the PDF on your computer or print it and write by hand. You can take your time; the guide is a starting point, not a commitment to make arrangements.