If Something Happens to Me Legacy & Wishes Planner (Digital Download)

If something happened to you tomorrow, would your family know where to start?

Most families don't. They search drawers for the will and wonder what you would have wanted, all while they're grieving. This planner is a gentle, practical way to write it down once, in plain language, so the people you love aren't left guessing.

Go one section at a time. Ten quiet minutes is enough to make real progress.

Light or dark, your choice

Daylight is the bright, clean main version. Midnight is a free, softer dark-mode copy with the same features, gentler on the eyes for quiet evenings. Use whichever you like.

What's inside

• Legacy & Wishes Planner spreadsheet (.xlsx) for Excel and Google Sheets
• FREE: Midnight dark-mode version of the spreadsheet (same features)
• Printables (one .zip file): 16 undated pages in US Letter, A4 and Low-Ink, including a Start Here letter page for your family
• Quick-Start Guide (PDF)

The dashboard

• Overall completion and how many of the 8 sections are done
• Last reviewed date and a yearly review reminder with a countdown
• Key contacts recorded, documents located and wishes completed
• "If something happens, call first": your executor's name and phone
• The next 5 documents to find or create, plus 4 charts

Spreadsheet tabs

• My Wishes: memorial preferences, burial or cremation, music, readings, who to tell and organ donation preference
• Important People: executor, attorney, advisor, insurance agent, doctors and more
• Where Things Are: each important document and where it's kept
• Accounts & Bills Overview and Insurance & Benefits (no account numbers)
• Pets & Dependents, Digital Life, Letters & Messages and a yearly Review Log

Privacy by design

• There are no fields for account numbers, Social Security numbers, PINs or passwords, on purpose. You record institution names and where things are, nothing else. For passwords, consider your password manager's emergency-access feature.

How it works

1. Check out. Your download link appears right after checkout and in your order confirmation email, so you can download instantly.
2. Open the .xlsx in Excel, or upload it to Google Drive and choose Open with > Google Sheets.
3. Clear the sample entries and fill in the light-blue cells, one section at a time.
4. Print the Start Here letter and tell your executor where to find everything.
5. Review it once a year. The dashboard reminds you.

Compatibility

• Google Sheets (free with a Google account), on a computer and in the Google Sheets phone app
• Microsoft Excel 2016 or newer (Windows and Mac)
• No macros and no add-ons
• Not built for Apple Numbers
• Printables: any home printer or print shop, US Letter or A4. The Low-Ink version saves toner.

FAQ

Is this a will or a legal document?
No. This planner is for organizing information only. It is not a will and does not replace one. Please talk to a licensed attorney about a will, trusts, powers of attorney, healthcare directives and guardianship.

Is it safe to keep this information in a spreadsheet?
The planner never asks for account numbers, SSNs, PINs or passwords. Keep the file in a secure, password-protected place and store the printed pages with your important papers.

Is my organ donation choice official if I write it here?
No. Please also register with your state or national donor registry and tell your family.

Can I use it on my phone?
You can view and edit it in the Google Sheets app, but a computer is easiest for filling it in.

Not legal advice, and not tax or financial advice. This planner organizes information only.

Pairs well with our After a Loss Family Organizer, which helps the family with tasks, calls and paperwork afterward.

Questions? Email sales@buckeyebrandingcompany.com. We're The Buckeye Branding Company, a small family-run shop in Copley, Ohio, and we answer our own email.

Digital download only. No physical item ships. For personal use only. Please don't share or resell the files.