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MatriarchPrintables E N D - O F - L I F E & E M E R G E N C Y P O R T F O L I O Life & Peace of Mind Folder Everything your family may need to know, kept calmly in one place. 10 SECTIONS 50 PAGES PRINTABLE & FILLABLE A4 · US LETTER Make room for what matters.
1 2 3 4 5 “That it will never come again is what makes life so sweet.” E M I L Y D I C K I N S O N This folder How to use this folder Record where things are, not the keys. Review it once a year, and after any big life event. Print what you need, or type straight into the fillable version. Begin with Module 1, or with the page that worries you most. Keep the folder somewhere safe, and tell one trusted person where it is. Date started Kept at (location) The annual review log is on page 50. Last reviewed A fireproof box, a locked drawer or a safe all work well. Ten minutes at a time is plenty. Partly filled pages are still useful. Every page works on its own. You do not have to complete the folder in one go. Completed by Keep it safe. Write these details first, so the folder can always be found when it is needed. Trusted person who knows where it is Use the last four digits of account numbers, and never write passwords, PINs or security codes. What this folder is, and is not. It is an organiser, not a will or legal advice. Laws and processes differ between England and Wales, Scotland, Northern Ireland and other countries, so take professional advice where you are unsure. Nothing you write here is sent anywhere: the pages stay on paper or on your own device. i Begin gently.0 2 S T A R T H E R E Welcome A calm place to record what matters.Matriarch Printables
The ten sections If you only have an hour 01 02 03 04 05 06 07 08 09 10 Personal Details Emergency & Family Contacts My Will For My Executor: First Steps My Funeral Wishes Essential Personal Information & Vital Records Key Contacts & Professional Advisors Financial Assets, Accounts & ISAs Insurance Policies & Death-in-Service Benefits Mortgages, Real Estate & Property Assets Pensions, Retirement & Investments Legal Documents, Estate & Will Details Digital Footprint, Logins & Subscriptions Personal Notes, Legacy Letters & Words for Loved Ones Funeral Wishes, Memorial Plans & Final Notes 4–8 9–12 13–17 18–21 22–25 26–29 30–34 35–39 40–45 46–50 Start with these five pages. 5 10 31 34 47 ·Name,numbers and identity · Who to call first ·Whereitisandwho is named · A checklist for the days that follow ·Inyourown words Keep it safe. Mark the pages you complete, and revisit them whenever life changes. Fillable version: click any line or box and type. Save your own copy under a new name, and keep it somewhere secure. Printed version: use a pen, and add extra copies of any page you need. i A gentle map.0 3 S T A R T H E R E Contents Ten sections, one calm place.Matriarch Printables
S E C T I O N 0 1 Essential Personal Information & Vital Records “I am large, I contain multitudes.”W A L T W H I T M A N , S O N G O F M Y S E L F Start with the basics: the details your family will be asked for again and again in the very first days. Filling these in now is a quiet kindness to them. I N T H I S S E C T I O N Personal Details Family, Dependants & Pets Health & Medical Information Where My Vital Records Are 5 6 7 8 0 4 Section 01 of 10Matriarch Printables
About me Official numbers & identity Postcode Date of birth Home address Full legal name Tax reference (UTR) National Insurance number Employer or former employer Passport number & expiry date Other names, maiden name or aliases Place of birth Mobile telephone Occupation NHS number Name I like to be called Driving licence number Social security or tax ID Email address Nationality or nationalities Keep it safe. This page holds details a stranger would love to have and a loved one will urgently need. Store the folder in a locked drawer, fireproof box or safe, and tell one trusted person where it is. UK if outside the UK CHI in Scotland · H&C in N. Ireland S E C T I O N 0 1 · P E R S O N A L I N F O R M A T I O N & V I T A L R E C O R D S 0 5 The first things they will ask for. Personal Details The essentials your family will need first.Matriarch Printables
My pets My partner or spouse Children, grandchildren & others who depend on me Name Full name Pet's name Date of birth Type or breed Relationship Mobile telephone Date of birth Vet & microchip number Contact details Marital status / relationship Email address Keep it safe. Children's details are precious. Keep this folder out of sight, and avoid photocopying or photographing this page. Who will care for them Care or guardian notes 0 6 Everyone you love, in one place. S E C T I O N 0 1 · P E R S O N A L I N F O R M A T I O N & V I T A L R E C O R D S Family, Dependants & PetsMatriarch Printables
Medical essentials Doctors & hospital My healthcare wishes GP surgery Blood group Surgery address Medical conditions Hospital or consultant Regular medications & doses Implants or devices (e.g. pacemaker) Allergies Organ donation (NHS Organ Donor Register) Yes, donate No Specific organs only Advance decision to refuse treatment (ADRT)? Date made Yes No Dentist GP telephone Not decided Where is the copy kept? Keep it safe. Health details are among the most private you hold. Consider a copy in a sealed envelope marked “medical”, kept where your family can reach it quickly. 0 7 Your wishes, clearly recorded. S E C T I O N 0 1 · P E R S O N A L I N F O R M A T I O N & V I T A L R E C O R D S Health & Medical InformationMatriarch Printables
Important documents I have this Where it is kept Your executor will often need original certificates (for example a marriage certificate). Note where the originals are, and keep any copies somewhere separate. Keep it safe. Tell someone where things are, never the combination. A note on the location is enough. i A map for the people who will need it.0 8 S E C T I O N 0 1 · P E R S O N A L I N F O R M A T I O N & V I T A L R E C O R D S Where My Vital Records Are Birth certificate Marriage or civil partnership certificate Divorce or dissolution papers Passport(s) Driving licence National Insurance letter or card Property deeds or tenancy agreement Vehicle logbook (V5C) Military service records Adoption or name-change papers Citizenship or naturalisation papers Education & professional certificatesMatriarch Printables
S E C T I O N 0 2 Key Contacts & Professional Advisors “No man is an island, entire of itself; every man is a piece of the continent, a part of the main.” J O H N D O N N E , M E D I T A T I O N X V I I Behind every life is a circle of people who care and professionals who help. Record who should be called first, and who can answer the questions that follow. I N T H I S S E C T I O N Emergency & Family Contacts Professional Advisors Who to Tell & Community 10 11 12 0 9 Section 02 of 10Matriarch Printables
At short notice In an emergency, please contact (in this order) My first call: the person who will handle my affairs # Name Telephone Name They know this folder exists Yes No Not yet Someone to look after children or pets Relationship Mobile Relationship Email address Other number Someone to look after my home Email Who holds a spare key to my home? Keep it safe. Share this page’s location with the people listed, so the right person is called first, and not by a stranger searching your drawers. 1 2 3 4 5 6 1 0 So the right person is called first. S E C T I O N 0 2 · K E Y C O N T A C T S & A D V I S O R S Emergency & Family ContactsMatriarch Printables
My advisors Who holds which documents? Role Solicitor or will writer For example: “my solicitor holds my will” Name & firm Telephone Email or address Keep it safe. Advisors' details are useful to anyone wishing to impersonate you. Keep this folder locked away, and tell your advisors who you have named as your contact. Reference no. Other Employer HR or payroll Business partner Pension adviser Letting agent or landlord Accountant Independent financial adviser Bank or wealth manager Insurance broker 1 1 Experts your family can lean on. S E C T I O N 0 2 · K E Y C O N T A C T S & A D V I S O R S Professional AdvisorsMatriarch Printables
Please also tell People & organisations to let know Please notify Name or organisation Telephone or email Relationship Details & contact What I'd like them told Keep it safe. Some of these people may not be known to your family. Having them on paper will mean no one is forgotten, so keep the folder where your executor can find it. 1 2 No one forgotten. S E C T I O N 0 2 · K E Y C O N T A C T S & A D V I S O R S Who to Tell & Community My employer or former employer My faith community Clubs, societies and associations Professional or trade bodies Volunteer groups and charities Neighbours and local friendsMatriarch Printables
S E C T I O N 0 3 Financial Assets, Accounts & ISAs “Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness.” C H A R L E S D I C K E N S , D A V I D C O P P E R F I E L D Money matters can feel heavy at any time, and heavier still in grief. Writing down where things are means your family can spend their energy on each other instead of on searching. I N T H I S S E C T I O N Bank & Building Society Accounts Savings, ISAs & Premium Bonds Debts, Credit Cards & Loans Cash, Valuables & Safe Deposit 14 15 16 17 1 3 Section 03 of 10Matriarch Printables
Account 3 Account 4 Account 2 Account 1 Sort code Sort code Sort code Sort code Online access notes Online access notes Online access notes Online access notes Bank or building society Bank or building society Bank or building society Bank or building society Branch Branch Branch Branch Account type Account type Account type Account type Joint account? Yes No Location of hardcopy statements Joint account? Yes No Location of hardcopy statements Joint account? Yes No Location of hardcopy statements Joint account? Yes No Location of hardcopy statements Account number Account number Account number Account number Keep it safe. Consider writing only the last four digits of account numbers, and where full details can be found. Never write passwords, PINs or security codes in this folder. never passwords never passwords never passwords never passwords or last 4 digits or last 4 digits or last 4 digits or last 4 digits S E C T I O N 0 3 · F I N A N C I A L A S S E T S , A C C O U N T S & I S A S 1 4 Where things are, not the keys. Bank & Building Society Accounts Whereyoureverydaymoneyisheld.Matriarch Printables
ISAs Other savings & NS&I products Premium Bonds & overseas savings Cash · Stocks & Shares · Lifetime · Innovative Finance · Junior Provider Provider Premium Bonds holder number Product ISA type Overseas accounts: country & institution Reference or holder no. Account or reference no. Approximate total £ Approx. value £ Approx. value £ Reference Notes How to access Keep it safe. Values change, so approximate figures are enough. Keep statements in a separate folder and note their location here rather than copying the numbers. 1 5 Savings that were built with care. S E C T I O N 0 3 · F I N A N C I A L A S S E T S , A C C O U N T S & I S A S Savings, ISAs & Premium BondsMatriarch Printables
Money owed to me Credit & store cards Loans, finance & other debts Lender Provider Who owes me Type of debt Amount £ Card type Reference Notes Last 4 digits Balance £ Approx. balance £ Monthly £ Insured? Y N Y N Y N Y N Keep it safe. Never write full card numbers, expiry dates or security codes here. The last four digits, and the lender's name, are all your family will need. Direct debit set up? Yes No Yes No Yes No 1 6 Clarity is a kindness. S E C T I O N 0 3 · F I N A N C I A L A S S E T S , A C C O U N T S & I S A S Debts, Credit Cards & LoansMatriarch Printables
Cash & other assets Valuables & sentimental items Safe, safe-deposit box or hiding place Item Where is it? Cash kept at home Business interests or shareholdings Where is the key or combination kept? itself Where it is kept Approx. value £ Provider & box number Who is authorised to open it? Foreign currency, gold or collectibles Who I'd like to have it Keep it safe. Valuables lists are of great interest to thieves. Keep this page with the folder in a secure place, not with a copy on your phone or in the cloud. not the combination S E C T I O N 0 3 · F I N A N C I A L A S S E T S , A C C O U N T S & I S A S 1 7 Nothing left to chance. Cash, Valuables & Safe DepositMatriarch Printables
S E C T I O N 0 4 Insurance Policies & Death-in-Service Benef its “We suffer more often in imagination than in reality.”S E N E C A , L E T T E R S T O L U C I L I U S Insurance is a promise made on your family's behalf, but it only helps if they know it exists. List each policy so that no claim goes unmade. I N T H I S S E C T I O N Life Insurance & Death-in-Service Home, Motor & Travel Insurance Health, Critical Illness & Other Cover 19 20 21 1 8 Section 04 of 10Matriarch Printables
Making a claim Life insurance policies Death-in-service benefit (through work) Employer Provider HR or scheme contact Have I named who should receive it? Yes No Not sure Policy number Type Benefit Sum assured £ Scheme reference Written in trust? Yes No Yes No Yes No Yes No Where are the policy documents? Where is my expression-of-wish form? Beneficiary Death-in-service is usually paid through your employer's scheme and may sit outside your will. Check that your “expression of wish” is up to date. Keep it safe. Policy numbers are valuable to fraudsters. Keep documents and this folder together in a secure place, and let your chosen claimant know where both are. S E C T I O N 0 4 · e.g. 3× salary, or £ I N S U R A N C E & D E A T H - I N - S E R V I C E i A promise that only helps if it's known.1 9 Life Insurance & Death-in-Service Policies that will provide for your family. Who should make the claim?Matriarch Printables
Notes My policies Type of cover Buildings Insurer Policy number Special conditions (e.g. empty-property rules), or who is the named driver Renewal date Premium £ Keep it safe. Insurers can ask for proof of identity before releasing details. Make sure someone you trust knows where to find your policy documents. Claims phone Other Contents Motor Pet Gadget or mobile Travel (annual) Home emergency / boiler 2 0 Cover, clearly listed. I N S U R A N C E & D E A T H - I N - S E R V I C ES E C T I O N 0 4 · Home, Motor & Travel InsuranceMatriarch Printables
My policies If a claim is needed Done Type of cover Private medical Insurer A pre-paid funeral plan? Record the details on page 49. Policy number Details Renewal date Premium £ Claims phone Keep it safe. Keep the folder and your policy paperwork together, in a place only you and your trusted person know. Other Critical illness Income protection Mortgage protection Long-term care Accident cover Pre-paid funeral plan i Protection for the unexpected.2 1 S E C T I O N 0 4 · I N S U R A N C E & D E A T H - I N - S E R V I C E Health, Critical Illness & Other Cover Protection for illness, income and the unexpected. The policy documents are kept at My executor knows who my insurers are Premiums are paid by Direct Debit fromMatriarch Printables
S E C T I O N 0 5 Mortgages, Real Estate & Property Assets “Be it ever so humble, there's no place like home.”J O H N H O W A R D P A Y N E , H O M E ! S W E E T H O M E ! Your home is more than an asset; it is where your life happens. Record the practical details so the people you love can keep things running while they decide what comes next. I N T H I S S E C T I O N My Home & Mortgage Other Property, Land & Vehicles Household Bills & Utilities 23 24 25 2 2 Section 05 of 10Matriarch Printables
My home Mortgage If I rent my home Lender Address Tenancy end date Landlord or agent Monthly payment £ Solicitor who holds the deeds Life or mortgage protection cover? Yes No Ownership Owned outright Mortgaged Land Registry title number Rented Rate type & end date Deposit scheme & reference Joint with Contact details Account or reference number Shared ownership Other Where are the title deeds? Leasehold: ground rent & service charge Balance outstanding £ Keep it safe. Property details are highly sensitive. Keep deeds and mortgage papers in a secure place, and store them separately from any spare keys. 2 3 Home, in good order. S E C T I O N 0 5 · M O R T G A G E S , P R O P E R T Y & H O M E My Home & MortgageMatriarch Printables
Vehicles, boats & caravans Garages, storage units & allotments Other property & land (including overseas) Address Make & model Details and locations Registration Country Insurer & renewal Owned how? Mortgage? Y N Y N Y N MOT & tax due Tenant or agent Where is the V5C? Keep it safe. Overseas property can carry its own legal rules. Note the name of a local adviser, and keep the paperwork secure and easy to find. 2 4 Every asset accounted for. S E C T I O N 0 5 · M O R T G A G E S , P R O P E R T Y & H O M E Other Property, Land & Vehicles Everything else that is owned.Matriarch Printables
Regular bills Practical notes Bill Provider Trusted tradespeople (name & number) Where are the boiler, stopcock and fuse box? Account number How paid Keep it safe. Account numbers are a doorway to your identity. Where you can, note the provider and a hint about where bills are kept rather than every number. Amount £ Other Mobile phone TV licence Gas Water & sewerage Council tax Broadband or internet Home phone Oil, LPG or other heating 2 5 Keeping the lights on. S E C T I O N 0 5 · M O R T G A G E S , P R O P E R T Y & H O M E Household Bills & Utilities ElectricityMatriarch Printables
S E C T I O N 0 6 Pensions, Retirement & Investments “Grow old along with me! The best is yet to be, the last of life, for which the first was made.” R O B E R T B R O W N I N G , R A B B I B E N E Z R A A lifetime of work and saving deserves to reach the people you intended. Note each pension and investment so that nothing is overlooked or lost. I N T H I S S E C T I O N State Pension & Other Income Workplace & Personal Pensions Investments & Other Assets 27 28 29 2 6 Section 06 of 10Matriarch Printables
State Pension Other income Source State Pension age or start date Paid by Government Gateway: where is the login kept? password Where is my State Pension forecast or award letter? Reference Amount £ Pension Service reference How often Years of National Insurance (if known) Some benefits stop on death and must be reported. In much of the UK the Tell Us Once service lets a family notify several government bodies at the same time. Keep it safe. Benefit and tax references are valuable to fraudsters. Write where they can be found rather than copying logins, and keep the folder locked away. Into which account not the S E C T I O N 0 6 · P E N S I O N S , R E T I R E M E N T & I N V E S T M E N T S i Income, in plain sight.2 7 State Pension & Other IncomeMatriarch Printables
My pensions Death benefits & nominations Defined benefit · Defined contribution · SIPP · Annuity Provider or scheme Type Pensions I may have lost track of Have I told each provider who should receive death benefits? Yes, all Some No Where are my expression-of-wish forms? Member or policy no. Approx. pot or income £ Contact Pensions usually sit outside your will. Make sure each provider holds an up-to-date nomination. The government's Pension Tracing Service can help find old pensions. Keep it safe. Pension details can be misused by impostors. Keep this folder secure, and let your nominated person know which providers to contact. Nominated? Y N Y N Y N Y N Y N Y N i A lifetime of work, remembered.2 8 S E C T I O N 0 6 · P E N S I O N S , R E T I R E M E N T & I N V E S T M E N T S Workplace & Personal PensionsMatriarch Printables
Who knows? Crypto, business interests & other assets Shares, funds, bonds & investment platforms Asset Platform or broker Who knows about these assets? Account number What is held Where held (exchange or wallet) Approx. value £ Where recovery info is stored Keep it safe. Never write private keys, seed phrases or passwords here. Note where they are stored, for example “sealed envelope in the safe”. Approx. value £ Online access notes 2 9 Nothing overlooked. S E C T I O N 0 6 · P E N S I O N S , R E T I R E M E N T & I N V E S T M E N T S Investments & Other AssetsMatriarch Printables
S E C T I O N 0 7 Legal Documents, Estate & Will Details “The life of the dead is placed in the memory of the living.” C I C E R O , P H I L I P P I C S These pages don't replace a will or legal advice, but they help your executors find and understand what matters. Be as clear as you can, and take professional advice wherever you are unsure. I N T H I S S E C T I O N My Will Lasting Powers of Attorney & Advance Decisions Who Gets What: Beneficiaries & Guardians For My Executor: First Steps 31 32 33 34 3 0 Section 07 of 10Matriarch Printables
My will My executors I reviewed my will after… Executor 1: name Tick if relevant Executor 2 or reserve: name Solicitor or will writer who holds it Do I have a will? Yes No In progress Where is the original kept? Contact details Contact details Their telephone Date of my current will Date I reviewed my will This folder is not a will. Requirements vary across the UK. In England and Wales a will must be in writing, signed and witnessed to be valid, and without one the rules of intestacy decide who inherits. Take professional advice. Keep it safe. Keep the original will with your solicitor, in a fireproof box or a will-storage service, and tell your executors exactly where it is. i Clarity now, comfort later.3 1 S E C T I O N 0 7 · L E G A L D O C U M E N T S , E S T A T E & W I L L My Will Whereitis,whoisnamed, and when it was last reviewed. Marriage, civil partnership or divorce Children or grandchildren being born Buying or selling property The death of a beneficiary or executor Moving abroadMatriarch Printables
Advance decision (ADRT / “living will”) Lasting Power of Attorney: health & welfare Lasting Power of Attorney: property & financial affairs Have I made one? Yes No Where is the copy? Where is the original? Where is the original? Do I have one? Yes No In progress My attorneys (names & contact details) Do I have one? Yes No In progress My attorneys (names & contact details) Date Copy given to my GP? Yes No Registered with the Office of the Public Guardian? Yes No Registered with the Office of the Public Guardian? Yes No Scotland uses powers of attorney registered with the Office of the Public Guardian (Scotland), and Northern Ireland uses Enduring Powers of Attorney. Check gov.uk or take advice. Keep it safe. These documents give others serious authority. Keep the originals secure, and make sure your attorneys know where to find them. i Someone to speak when you cannot.3 2 S E C T I O N 0 7 · L E G A L D O C U M E N T S , E S T A T E & W I L L Lasting Powers of Attorney & Advance Decisions Who can act for you if you cannot.Matriarch Printables
Guardians & care Special gifts & wishes Item or asset Care for my pets Guardian for children under 18 named in my will? Yes No Not applicable Guardian: name & contact I would like it to go to Their contact details Care for another dependant Keep it safe. This page can be sensitive within a family. Store the folder privately, and tell your executor where it is rather than discussing the contents. Wishes written here are not legally binding unless they are also in your will, but they give your executors a clear, loving guide. Why it matters (optional) i So there is no guessing.3 3 S E C T I O N 0 7 · L E G A L D O C U M E N T S , E S T A T E & W I L L Who Gets What: Beneficiaries & Guardians Your wishes, in your own words.Matriarch Printables
Checklist Done Date Processes and time limits vary by country and circumstance. Check gov.uk or take advice. Keep it safe. Place this page where your executor will see it first, perhaps on top of the folder, or copied into a sealed envelope. Get the medical certificate of cause of death from the doctor or hospital Register the death (usually within 5 days in England, Wales and N. Ireland; 8 days in Scotland) Use Tell Us Once, where available, to notify government departments Contact the funeral director and follow my wishes (page 47) Find the will and contact the solicitor i One step at a time.3 4 S E C T I O N 0 7 · L E G A L D O C U M E N T S , E S T A T E & W I L L For My Executor: First Steps Tell banks, building societies and pension providers Tell insurers and my employer (death-in-service) Secure the property and check insurance for empty homes Apply for probate (or confirmation in Scotland) if needed Tell my mortgage lender or landlord Close or memorialise my digital accounts (pages 36–39) Cancel subscriptions and Direct DebitsMatriarch Printables
S E C T I O N 0 8 Digital Footprint, Logins & Subscriptions “Our life is frittered away by detail. Simplify, simplify.”H E N R Y D A V I D T H O R E A U , W A L D E N So much of our lives now lives behind a screen. Leave a clear map to your accounts and your wishes for them, without ever writing down the keys. I N T H I S S E C T I O N Devices & Digital Access Email, Social Media & Online Accounts Subscriptions & Online Services Photos, Files & Digital Wishes 36 37 38 39 3 5 Section 08 of 10Matriarch Printables
Phones, computers & tablets Password manager & security Device Password manager I use Trusted person with emergency access Who can unlock it? Does someone know how to unlock my main phone? Yes No Two-factor codes are sent to Where is the passcode stored? Notes Where is the emergency kit or recovery key? Never write master passwords or PINs here. Record where they are stored, such as a password manager's emergency kit in a sealed envelope. Keep it safe. This is the most sensitive page in the folder if anyone were to write passwords on it, so please don't. Note locations only. i The keys stay secret.3 6 S E C T I O N 0 8 · D I G I T A L F O O T P R I N T & S U B S C R I P T I O N S Devices & Digital AccessMatriarch Printables
My accounts Account or platform Username or email used Legacy contact set? Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N My wishes Notes Many services offer legacy tools, such as Apple's Legacy Contact, Google's Inactive Account Manager, and memorialisation on Facebook and Instagram. In “My wishes”, write keep, memorialise or delete. Keep it safe. Usernames are half of a login. Write them if you must, but never the passwords, and keep the folder locked away. i Your online life, in order.3 7 S E C T I O N 0 8 · D I G I T A L F O O T P R I N T & S U B S C R I P T I O N S Email, Social Media & Online Accounts Your accounts and what you would like done with them.Matriarch Printables
Subscriptions Service Cost £ Monthly or yearly M Y M Y M Y M Y M Y M Y M Y M Y M Y M Y M Y M Y M Y Paid how? Renewal date Keep it safe. A subscriptions list shows how and where you spend. Keep this page in the locked folder, not on a shared computer. After a death, subscriptions keep charging until cancelled. Marking what to cancel saves your family worry and money. Keep or cancel? i No surprises for your family.3 8 S E C T I O N 0 8 · D I G I T A L F O O T P R I N T & S U B S C R I P T I O N S Subscriptions & Online Services Whatrenewsquietlyinthebackground.Matriarch Printables
My wishes Where my digital life lives Documents & backups Photos & videos (where stored) Crypto, loyalty points & gift cards Websites, domain names & blogs Online shop or business (e.g. Etsy) What should happen to my online accounts? Delete everything Memorialise Keep for family My photos and files… Share with family Specific people Delete Anything I'd like deleted privately, before others see it Executor decides Keep it safe. Note locations and wishes, never passwords. If you run an online business, consider naming a trusted person to close or transfer it. 3 9 Memories, safely kept. S E C T I O N 0 8 · D I G I T A L F O O T P R I N T & S U B S C R I P T I O N S Photos, Files & Digital WishesMatriarch Printables
S E C T I O N 0 9 Personal Notes, Legacy Letters & Words for Loved Ones “To live in hearts we leave behind is not to die.”T H O M A S C A M P B E L L , H A L L O W E D G R O U N D This is the heart of your folder. Take your time, and say the things that are easier to write than to say. I N T H I S S E C T I O N A Letter to My Family A Letter to a Loved One A Letter to a Loved One Words of Comfort & My Final Wishes My Life in Brief & Treasured Possessions 41 42 43 44 45 4 0 Section 09 of 10Matriarch Printables
Dear With all my love Date Keep it safe. Letters can be sealed in an envelope marked with a name and kept inside this folder. Let a trusted person know where to find them. Start anywhere. You might explain a decision, share a memory, say thank you, or simply say what you've always meant to say. 4 1 Written with love. S E C T I O N 0 9 · L E G A C Y L E T T E R S & W O R D S F O R L O V E D O N E S A Letter to My FamilyMatriarch Printables
To With love from Relationship Date Keep it safe. This letter is just for them. Seal it in an envelope, and mark it with their name before you place it in the folder. Some ideas: what I love most about you · a memory I treasure · what I'm proud of · what I hope for you · a piece of advice. 4 2 Just for them. S E C T I O N 0 9 · L E G A C Y L E T T E R S & W O R D S F O R L O V E D O N E S A Letter to a Loved OneMatriarch Printables
To With love from Relationship Date Keep it safe. Make more copies of this page for every person you'd like to write to. Seal each letter in its own envelope. Some ideas: what I love most about you · a memory I treasure · what I'm proud of · what I hope for you · a piece of advice. 4 3 One letter for each person. S E C T I O N 0 9 · L E G A C Y L E T T E R S & W O R D S F O R L O V E D O N E S A Letter to a Loved OneMatriarch Printables
Please remember… If I could say one last thing… Please don't feel guilty about… My wishes for how you live on When you miss me, you could… Keep it safe. Share the location of these pages with the person closest to you, so they can be found when they are needed most. 4 4 Comfort, left behind. S E C T I O N 0 9 · L E G A C Y L E T T E R S & W O R D S F O R L O V E D O N E S Words of Comfort & My Final Wishes Messages for the hardest days.Matriarch Printables
My life in brief Treasured items & their stories Item Things I am proud of What life has taught me Its story Places, music and foods that make me happiest For whom Keep it safe. Stories are priceless to the people you love. Consider also recording or photographing them, and note where those copies are kept. 4 5 Your story, kept. S E C T I O N 0 9 · L E G A C Y L E T T E R S & W O R D S F O R L O V E D O N E S My Life in Brief & Treasured Possessions The stories that deserve to be passed on.Matriarch Printables
S E C T I O N 1 0 Funeral Wishes, Memorial Plans & Final Notes “Death is nothing at all. I have only slipped away into the next room.”H E N R Y S C O T T H O L L A N D Planning your own farewell is an act of love, because it spares those you leave behind from guessing. Write what feels true, and know that you can change it at any time. I N T H I S S E C T I O N My Funeral Wishes Memorial, Obituary & Remembrance Funeral Plan, Costs & Arrangements Final Notes & Annual Review 47 48 49 50 4 6 Section 10 of 10Matriarch Printables
Ashes or burial My funeral wishes Coffin Open Music & hymns Closed Flowers or donations to Grave deed or plot documents are at Where my ashes should go, or my burial plot No preference Readings & poems Who I'd like to speak Dress code or colours Burial or cremation? Burial Cremation Natural / green burial Body donation Family to decide Type of service Religious Humanist / civil Celebration of life Private, family only No service Venue or place of worship Celebrant or minister Keep it safe. Tell your family where these wishes are written. Funeral wishes in a will may be read too late, so it helps to keep them here as well. 4 7 A farewell that feels like you. S E C T I O N 1 0 · F U N E R A L W I S H E S & F I N A L N O T E S My Funeral WishesMatriarch Printables
Remembrance Obituary & announcements Photo I'd like used Headstone or memorial wording Things I'd love included, or avoided Key facts and achievements to include Gathering afterwards: where and what Memorial bench, tree or donation in my name Where to place notices (newspaper, online, social media) Who should write it Keep it safe. Choose the person who will see these wishes first, and let them know where the folder is kept. 4 8 Remembered as you wish. S E C T I O N 1 0 · F U N E R A L W I S H E S & F I N A L N O T E S Memorial, Obituary & Remembrance How you would like to be remembered.Matriarch Printables
Pre-paid funeral plan Funeral director & costs Provider Telephone What it covers Funeral director I'd prefer How should costs be paid? Pre-paid plan From my estate Insurance Bank or insurer who can release funds for the funeral Family Contact details Plan or policy number Not sure Where are the documents? If cost is a worry, government help may be available, such as the Funeral Expenses Payment (England and Wales) or Funeral Support Payment (Scotland). Check gov.uk. Keep it safe. Plan numbers and provider details are useful to impostors. Keep the folder locked away, and tell your executor where to find the plan documents. i Costs considered, worry lifted.4 9 S E C T I O N 1 0 · F U N E R A L W I S H E S & F I N A L N O T E S Funeral Plan, Costs & Arrangements The practical side, made simple.Matriarch Printables
“Better by far you should forget and smile than that you should remember and be sad.” ROSSETTI CHRISTINA Annual review Anything else I want you to know Use this page for anything not covered elsewhere, or simply to say goodbye. Please review once a year, or after any big life event. Date reviewed Completed by (signature) Reviewed by What changed Date Keep it safe. Now that it's complete, please store this folder in a fireproof box or safe, and tell your trusted person where it is. Review it once a year. 5 0 Done, and out of your mind. S E C T I O N 1 0 · F U N E R A L W I S H E S & F I N A L N O T E S Final Notes & Annual ReviewMatriarch Printables