Your Free Estate Planner
Ready to get organized, but don't know where to start? Let our Workbook be your guide - completely free.
Step-by-Step Estate Planner
Your will doesn't cover everything! This workbook documents and compiles important and often overlooked areas of your life.
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 so your loved ones know the best way to honor you.
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 and contacts, as well as clear instructions.
Taxes & Investments
Organize recent tax returns and provide investment documents and instructions.
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Departing Details Workbook
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Includes the complete 67-page workbook in a printable / fillable Microsoft Word (.docx) and PDF format.
Join over 8,000 people getting organized!
Our Workbook has been distributed across the globe, including 23 countries, 48 U.S. States and all 10 Canadian Provinces.
About the Workbook
The Departing Details Workbook was written by Rosemary Pahl, who wrote it as a gift for her family.
Rosemary Pahl RN, MBA was President and CEO of hospitals in Edmonton, Vancouver and Toronto. In addition, she was also COO of a railtour company and CFO of a national law firm prior to retiring.
Following the deaths of her elderly parents and a close friend, Rosemary learned firsthand how overwhelming it can be to wrap up a loved one's estate without the necessary information. And so, the first copy of The Departing Details Workbook was born.
Departing Details moved online in 2017, selling digital and physical copies throughout Canada, the US and internationally. But the pandemic brought a huge change to our business. Along with the rest of the world, we saw people close to us feel scared and helpless; we wanted to help any way we could.
We are so passionate about the importance of life planning that we decided to provide this workbook free to all!
