Plan Well Organizer

Your Complete Guide to Organizing Life's Essential Information
Transform Overwhelm into Peace of Mind

Have you ever thought:

  • "I have important documents scattered everywhere..."

  • "All this crucial information is just living in my head..."

  • "What if my family needs to find something and I'm not there to help?"

  • "I should get organized, but where do I even start?"

  • "What if I miss something important?"

You're not alone. Many of us carry the weight of knowing we should organize our life's information, but the task feels overwhelming. We put it off, telling ourselves we'll get to it "someday".

The Solution: The Plan Well Organizer

Transform that nagging worry into confidence with our comprehensive guided organizer, available in both digital fillable and printable formats. Finally, a straightforward way to capture everything that matters – from essential documents to precious memories.

Imagine How You'll Feel When:

  • Everything important is finally in one secure place

  • You're no longer carrying all this information just in your head

  • Your family has clear guidance when they need it

  • You can easily update information as things change

  • You feel empowered and in control of your legacy

$15 for a limited time!

What's Inside?

  • 🏠 Home & Property Details

    • All your property information in one place

    • Utility accounts and service providers

    • Home maintenance records and contacts

  • 💰 Financial Organization

    • Banking and investment accounts

    • Insurance policies

    • Debt and loan information

    • Retirement accounts

  • 👥 Personal Information

    • Medical history and healthcare preferences

    • Emergency contacts

    • Important relationships

    • Legacy wishes

  • 🔐 Digital Life Management

    • Social media accounts

    • Online subscriptions

    • Digital assets

    • Password manager guidance

  • 💝 Family Legacy

    • Personal messages and stories

    • Distribution of meaningful items

    • Family history and memories

    • Values and life lessons

Meet Marni Blank

End-of-Life & Legacy Planner

My journey to creating the Plan Well Workbook began during one of the most challenging moments of my life. When my mom was critically injured in a car accident, I found myself suddenly responsible for managing every aspect of her life at a time when she couldn't.

I was overwhelmed, scrambling to find:

  • Pet care information

  • Insurance details

  • Bill payment schedules

  • Medical contacts

  • Important account information

In that moment of crisis, I realized how unprepared most of us are for life's unexpected challenges. The stress of hunting down crucial information while managing a loved one's recovery was emotionally and mentally exhausting.

This experience became my mission. I wanted to create a solution that would help families avoid the chaos and confusion I experienced. The Plan Well Workbook is more than an organizer – it's a gift, a way to show love and care for your loved ones by ensuring they have clear guidance when they need it most.

My goal is simple: transform overwhelming paperwork and scattered information into a sense of security, preparedness, and peace of mind.

What You May Unexpectedly Discover:

Using the Plan Well Workbook isn't just about organization – it's about gaining insights into your life.

    • Hidden recurring subscriptions you've forgotten about

    • Unused memberships draining your bank account

    • Potential savings opportunities you've overlooked

    • A complete picture of your financial landscape

    • Gaps in important documentation

    • Overlooked insurance coverage

    • Incomplete emergency contact information

    • Unclear family communication about critical matters

    • A holistic view of your assets and responsibilities

    • Clarity about your current financial and personal situation

    • Opportunities to streamline and simplify your life

    • Peace of mind from feeling prepared

Real People, Real Peace of Mind

  • It helped me organize everything in one place. A lovely surprise is that it helped open up some conversations with loved ones. It really made me think holistically about my life, legacy, and my stuff.

    - Plan Well User

  • The organizer helped me see that I need to take the time to find everything and fill it in. I'm grateful for this resource as it has motivated me to get my stuff together.

    - Tammy P

  • Once I downloaded the Organizer, you could tell that this was comprehensive and so much thought went into it. Yet, it was also easy to use.

    - Heather F

Frequently Asked Questions (FAQ)

Q: How long will it take me to complete the workbook?

A: The Plan Well Workbook is designed to be completed at your own pace. Most people find they can work through it in stages, typically spending 1-2 hours per section. You can complete it over a few days or weeks, depending on your schedule and comfort level.

Q: Is my information secure?

A: Yes. You can download and print out the organizer to keep secure with your other important paperwork, or you can upload it to a secure digital vault for safekeeping. We do not suggest including your passwords in this, but to have a separate digital password manager in place.

Q: What if I need to update my information later?

A: If you are filling it out on your computer, you can always use the fillable PDF to update your information. If you are printing it, you can also print a new page. Life changes, and the Plan Well Workbook is designed to grow and adapt with you.

Q: I'm tech-savvy/not tech-savvy. Will this work for me?

A: The workbook is designed to work both as a digital fillable PDF and printable formats, catering to all comfort levels with technology. Our clear, simple instructions ensure anyone can use it effectively.

Perfect For:

  • Adults wanting to get their affairs in order (without the overwhelm)

  • Adult children helping aging parents capture important information

  • New parents planning for their family's future

  • Anyone ready to transform chaos into clarity

The Plan Well Promise

  • No overwhelm – complete at your own pace

  • Clear, intuitive sections

  • Support resources for learning and accountability

Special Launch Price: $15 (Regular Price $37)

Ready to Transform Chaos into Clarity?

Don't let "someday" keep slipping away. Give yourself and your loved ones the gift of organization and peace of mind today.

How you’ll feel once you’ve completed the workbook:

✓ Confident that nothing important is forgotten 

✓ Relieved to have everything in one secure place 

✓ Empowered by taking control of your information 

✓ At peace knowing your family has clear guidance 

✓ Proud of giving your loved ones this gift of clarity

*Immediate download available