Leave your loved ones with the information they need to know when you die.

Compile your financial, legal, and personal details in the Departing Details Workbook (DDW).

LEARN MORE BUY WORKBOOK Departing Details Workbook
  • "A must for those who say “I'll get around to it" but never do."

  • "I found the workbook so useful I gave a copy to six friends for Christmas."

  • "After losing a family member to cancer at the young age of 40, I learned how important it is to have everything together"

  • "Leaving an estate in disarray is a heart wrenching legacy for family and friends left behind."

Read Real Buyer Testimonials
  • Flexible Format

    Simple binder format with 25 tabs, allows you to add new sections and make updates easily. View assembly instructions.

  • Logical & Easy to Use

    To the point questions and forms to follow along easily. No legal speak, fill in the blanks or file documents in plastic sleeves.

  • Companion to your Will

    Covers important details rarely outlined in your will, all in one central spot. A complete after-death checklist.

The Ultimate Checklist

The Ultimate Checklist

Why you should complete this estate planning workbook and after death checklist:

Your loved ones can focus on grieving and celebrating your life.

It opens communication about difficult topics.

We are all going to die, so be prepared.

It's smart business, even in death.


What's inside this book

This step-by-step workbook includes everything you need to ensure your estate is in order

  • Health Care

    Compile all health care information to ensure your wishes are recorded and honored.

  • Legal Documents

    Collect and file copies of your will and other pertinent legal information.

  • Financial Information

    Include records of all financial documents, contacts, and clear instructions.

  • Taxes & Investments

    Organize recent tax returns and provide investment documents and instructions.

  • Memberships / Clubs

    Compile all membership and club details for easy cancellation or transfer.

  • Major Responsibilities

    List all professional and personal responsibilities so relevant individuals can be alerted.

  • Personal Details

    Record usernames, passwords and other personal information for any profiles.

  • Obituary & Wishes

    Provide important details and so your loved ones know the best way to honor you.

Rosemary Pahl
About the Author: Rosemary Pahl

Rosemary Pahl RN, MBA was President and CEO of hospitals in Edmonton, Vancouver and Toronto, Canada. In addition, she was also COO of a railtour company and CFO of a national law firm prior to retiring to join the family oil and gas business in 2007.

Following the deaths of her elderly parents and a close friend, she learned firsthand how overwhelming it can be to wrap up a loved one's estate without the necessary information. She created the first copy of The Departing Details Workbook as a gift for her family.

Contact Rosemary