Plan Well Organizer
Your Complete Guide to Organizing Life's Essential Information
For the person who's been meaning to do this for a while.
The Plan Well Organizer is a completely rebuilt planning system for people who are done putting this off - and finally ready for something that will actually get finished.
The first edition ships May 2026. Join the Founding Member Waitlist for early access and exclusive bonuses.
You're the person who knows where everything is…. in theory.
The passwords, the account numbers, the name of the attorney who drafted the will, the insurance policy that's somewhere in a drawer. It all lives in your head because you're the one who keeps track of things.
And if something happened to you tomorrow, nobody else would know where to start.
Maybe you've thought about this. Maybe it crosses your mind more than you'd like. Maybe you've told yourself you'll get to it when things slow down.
Or maybe it's your parents you're thinking about.
You're stepping in more. Taking them to appointments, helping with finances, handling things they used to handle themselves. You love them and you'd do anything for them. But if there was a crisis tomorrow you'd be starting from scratch, trying to piece together a picture of their lives that nobody ever sat down and organized.
You've watched someone go through this. A friend who spent months untangling everything after a parent died. A colleague who couldn't get answers from a hospital because the paperwork wasn't in order. You remember thinking: I cannot let that happen to the people I love.
This is the thing that takes that off your plate.
The worst time to search for this information is the worst day of your life.
When there is no plan in place, the people who love you are forced to become detectives during their hardest moments. I’ve seen this play out more times than I can count:
Searching filing cabinets for a Will nobody can locate.
Trying to guess passwords to their computer/phone/email or track down old retirement accounts.
They know they're the healthcare proxy but can't find the paperwork.
The chaos is exhausting. It is also preventable.
The Plan Well Folio takes this off your plate (and theirs) by creating one clear, accessible place for the answers they’ll eventually need.
What the Plan Well Organizer actually is.
A physical folio, thoughtfully crafted and elevated design. Tabbed, with document pockets and removable pages, that walks you through everything the people you love would need if something happened to you.
And everything you'd need if something happened to someone you're responsible for.
It starts where most planners don't: the immediate stuff. What someone would need in the first 72 hours of a crisis. Who to call. Where the pet goes. What medications you're on and where they're kept.
From there it moves through your health decisions, your finances, your home and daily systems, your digital life, your legal documents, and your final wishes.
Each section lives in its own tabbed folder. You work on one thing at a time. You put it down when life gets in the way. You come back to it.
The pages are removable. When something changes, a new account, a new address, a new directive, you update that page and put it back. This isn't a one-time exercise. It's a system that lives in your home and grows with you.
There's also a digital edition for people who prefer to work on a screen, or want to share access with someone who doesn't live with them.
JOIN THE WAITLIST
What the system covers.
Eight sections, each in its own tabbed folder inside the folio.
Crisis Information What someone would need in the first hours and days if you were suddenly unavailable.
Who Depends on You Children, aging parents, pets, anyone who relies on you for care or support.
Your Health and Medical Care Your providers, medications, preferences, and the decisions you've already made about your care.
Your Finances Accounts, insurance, retirement, debts. The complete picture in one place.
Your Home and Daily Life Utilities, service providers, subscriptions. The things that keep running whether you're there or not.
Your Digital Life Email, social media, subscriptions, and guidance on handling passwords securely.
Your Legal Documents What you have, where it lives, and who holds copies.
Your Legacy Final wishes, meaningful items, and what you'd want the people you love to know.
Most organizers collect dust.
Here's how to make sure this one doesn't.
You probably already know you need to do this.
The thing standing between you and a finished organizer isn't motivation. It's the absence of dedicated time and the very human tendency to let anything uncomfortable slide to the bottom of the list. End-of-life planning is not the thing you do when you have a free hour. It's the thing you do when you have a free hour and you've specifically set that hour aside for this and nothing else.
That's what the Working Hours are for.
Once a month, a small group of Plan Well Organizer owners will meet on a Zoom call and spend an hour doing exactly this. There will be a brief welcome, 45 minutes of quiet focused work, and 10 minutes at the end for questions.
No curriculum or homework. No one asking you to share your feelings about mortality. Just a dedicated hour, a container to work inside of, and other people doing the same thing you're doing.
The goal is simple: complete the sections that matter most to you within six months.
I know that the hardest part of planning isn't the paperwork, it's the sitting down to do it.
If you've ever gotten more done in a coffee shop than at home, or cleared your inbox faster when someone was sitting across from you, you already understand why this works. The Working Hours are my way of being in the room with you to get it done.
Focused time with low-key accountability is not a gimmick. It's just how most of us function best when the task is one we'd otherwise put off indefinitely.
The Working Hours will be available as an add-on to to Folio and the digital edition.
Four sessions, to be used any time within six months of purchase. Drop in when you can. Come back the next month.
By the time your six months are up, this will be done.
For Founding Members, the 4 Working Hours will be included with your Folio purchase (a $97 value)
Sound familiar?
✓ You know where your parents' will is. You think.
✓ You've been meaning to write your passwords down somewhere safe - somewhere that isn't just your head.
✓ You're the one your family would call first. And you're not entirely sure you'd know what to do.
✓ You keep thinking you should sit down with your parents and go through everything. You just haven't found the right time, or you’ve been met with resistance.
✓ You've thought about what would happen if something happened to you tomorrow. And then moved on with your day because it felt like too much to deal with.
Here's what changes when it's done.
✓ You stop doing the math in the back of your head.
✓ The mental clutter of knowing you should do this, and not doing it, takes up more space than people realize. When it's done, that space is yours again.
✓ The people you love won't have to search, guess, or call a dozen numbers trying to piece together your life while they're grieving.
✓ Your partner will know where things are.
✓ Your kids won't have to figure it out.
✓ If you're doing this for a parent, you'll know where everything is when you need it. You won't have to ask them a hundred questions on a bad day.
Getting organized tends to surface the things that actually need attention. A beneficiary that needs updating. An attorney you've been meaning to call. A conversation you've been putting off. Those things don't go away on their own. Having them in front of you makes them easier to address.
Real People, Real Peace of Mind
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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
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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
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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
Over 3,000 people downloaded the original Plan Well Organizer.
I heard a lot of great feedback: what worked, what didn't, and where they got stuck.
They completed what was most important to them and felt great about it. They started it and lost momentum. It was too long to sit with all at once and there was nothing to physically hold the documents once they'd gathered them. Some sections felt irrelevant to their lives and there was no way to swap them out. Several people told me they finished most of it but never quite got it all the way done.
I took all of that and rebuilt the system from scratch.
The new version is not a PDF. It's a physical object designed to live on your shelf, get picked up in pieces, and actually get finished. The digital edition has been redesigned too — it's not the same document with a new cover.
If you downloaded the original, this is different enough to matter.
TIER 1 Digital Edition The complete Plan Well Organizer as a fillable digital document. Work at your own pace on a screen, share sections with a partner or sibling, print any page you want.
Regular price: $39
TIER 2 Physical Folio Edition: The beautifully designed and functional folio with tabbed folders, space for your documents, and removable printed pages, plus the digital edition (so you can update as you need) is included at no extra cost.
Regular price: $149
TIER 3 Physical Folio + Working Hours Everything in the Physical Edition, plus four Working Hour sessions to be used any time within six months of purchase. Monthly drop-in format, open exclusively to organizer owners.
Regular price: $247
Founding Member Note: Waitlist subscribers will receive early access and a founding member offer when the organizer is ready to ship. Physical folio buyers will receive the four Working Hour sessions at no additional cost - a $97 value. Digital subscribers will receive a special founding price.
Three ways to use the system.
Orders ship May 2026. Founding member pricing is available exclusively to waitlist subscribers.
A Note on Cost
Settling an estate takes an average of 16 months. The executor, often a spouse, adult child, or close friend, spends an average of 200+ hours on the process.
Those hours are spent searching for documents, tracking down accounts, locating passwords, and making calls to institutions that need information nobody organized.
The Plan Well Organizer costs $149.
It costs less than one hour with an estate attorney.
It costs less than one hour of therapy when you are completely overwhelmed.
The Plan Well Organizer saves you or those you love hours of searching during the hardest period of your lives.
Meet Marni Blank
A little about why I do this work.
For years, I’ve worked with people navigating the difficult reality of getting their affairs in order, from those planning years in advance to adult children supporting aging parents.
This work is personal for me. As my own parents have aged and navigated health challenges, I’ve had to step in more and more. Even with my background, I quickly realized how much I didn't know—and how much I couldn't access.
I realized I didn't need a complex legal strategy; I just needed a collection of the information that matters most, exactly when it mattered, without having to scramble.
I built the Folio because I couldn't find a tool that was as intentional as the information it was meant to hold. It’s the resource I wish I’d had, designed to give you back your peace of mind.
Join the waitlist before we launch.
The Plan Well Organizer ships in May 2026. People on the waitlist get early access, first notification when pre-orders open, and a founding member offer that goes away at launch.
If you've been meaning to do this, now is a good time to actually do it.
Getting organized is an act of love. This is how you actually do it.
This is the thing you do now, so the people you love don't have to figure it out later.
Frequently Asked Questions (FAQ)
Q: When will orders ship? A: May 2026. Waitlist subscribers will be the first to know when pre-orders open.
Q: What's included with the physical folio? A: The Durable/Archival Cardstock folio includes tabbed folders for each section, document pockets, and removable printed pages. The digital edition is included at no extra cost.
Q: Can I update it over time? A: Yes. The pages are removable, so you can swap sections in and out as your life changes. This isn't a one-time exercise — it's a system you maintain.
Q: How is this different from other planning workbooks? A: Most planning documents are static — you fill them out once and they're done, or you don't finish them at all because there's no structure to make it feel manageable. This is a modular physical system designed to live in your home and evolve with you. It was also built by someone who works with families in crisis regularly, which means the sections reflect what people actually need when something happens — not just what looks thorough in a table of contents.
Q: What are the Working Hours? A: Monthly drop-in group Zoom calls, open only to organizer owners. The format is simple: a brief welcome, 45 minutes of quiet working time, and 10 minutes for questions. No curriculum, no homework — just a dedicated hour to make progress. Four sessions are included with the Physical + Working Hours bundle, to be used any time within six months of purchase.
Q: Can I add Working Hours to the digital edition? A: Yes. The Working Hours are available as an add-on to any tier. Details on pricing and how to add them will be included in your founding member offer.
Q: Is this useful for helping an aging parent get organized? A: Yes, and it's one of the most common ways people use it. The folio format makes it easy to work through together in person. The sections are designed to capture exactly what adult children typically need but can never find when something happens.
Q: I already downloaded the original workbook. Is this the same thing? A: No. The new version is a physical folio system with completely redesigned content. The digital edition has also been rebuilt from scratch. If you used the original, this is different enough to be worth it.
Q: Can I give this as a gift? A: Yes. A lot of people buy this for an aging parent as a way of starting the conversation, or making sure that when something happens, they'll know where everything is. It's one of the most practical things you can do for someone you love.