Your Workbook | End Of Life Preparation To Protect Your Family

This is an essential part of the process where we set up how you're going to record all the information you capture through the planning process.

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Progress

I've set up my workbook (paper or online)	[MM_Form_Field type='custom' id='1' isRequired='false']

I've set up my "when I die" folder	[MM_Form_Field type='custom' id='40' isRequired='false']

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There's huge value in having all the important information in one place
There are benefits to doing this online - and it can be straightforward
Even if you're fully 'digital' - there will always be the need to keep some paper

If using the paper workbook - download and print this template

If using the digital workbook - follow these steps

Set up a google account – or make sure you’re logged-in if you already have one
Open the template planning document
From the document menu, select File -> Make a copy, give it a name and select OK
You now have your own personal copy of the planning document.
You’ll be able to access this at any time from the google drive menu – https://drive.google.com/

Here's a simple tutorial on how to use google docs as your workbook

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