In the days and weeks after a death, it’s easy to feel lost — practically and emotionally. This gentle, clear checklist outlines some of the most important steps to take, at your own pace and in your own time.

In the chaos and emotion that follow a death, it’s easy for certain tasks and details to slip through the cracks. From forgotten accounts to overlooked paperwork, this is a gentle guide to some of the most commonly missed things — and how to stay on top of them.

A clear, down-to-earth explanation of what probate is, when it’s needed, and how to approach it — especially if you’re navigating it for the first time while grieving.

One spreadsheet helps you plan ahead. The other supports families after someone has died. Understanding the difference can make it easier to choose the right tool for your situation.

End-of-life planning isn’t about being morbid — it’s about making things easier for the people you love. Even a few simple notes can offer comfort and clarity when it’s needed most. You don’t need to do everything at once. You just need somewhere to start.

After years working in probate and hearing first-hand how overwhelming it can be, I set out to create a simple tool to help. What followed was a year of quiet work, conversations, sketches, and refinements — all with one goal: to make things a little easier for families after a death.