The loved ones (Successors) responsible for handling everything after someone passes away may feel like there is a never-ending list of things to do. Sorting through legal matters, paying bills, and organizing the funeral while mourning can be overwhelming and lead to burnout. And well-meaning Successors may wonder if they’re doing everything “right,” or the way their loved one would have wanted.

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In this situation, it is normal to feel stressed or confused. In addition to grief and sadness, Successors may feel lonely, exhausted, worried or frustrated. If they were caring for a loved one during a long illness or period of gradual decline, they might even feel somewhat relieved that those duties have ended – and then feel guilty about feeling relieved. That, too, is normal. Successors may need a bit of grace to just feel what they feel.

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The sections below will guide you in making sure your Successors are prepared to handle the tasks that will be needed.  Use these sections in any order that appeals to you. In addition to advice and information, each section includes offers of fillable worksheets you can purchase to document and customize your plans. Complete the worksheets bit by bit, over time. Consider letting your Successors help you gather the information and fill out the worksheets. While doing so, you can share your beliefs and family stories, your wisdom and life lessons.