
WHAT TO
Get started with a free checklist of
items to gather to begin this important process.

Get started with a free checklist of items to gather to begin this important process.
Personal & emergency contacts
Financial accounts and passwords
Insurance policies
Medical information and wishes
Digital life and subscriptions
Real estate, assets, and liabilities
A clear “Start Here” guide for your next of kin
Everything is laid out step‑by‑step so you can complete it at your own pace.
Created from real experience, not theory.
What to Know When I Go™ was created after years of working closely with families during major life transitions.
Over and over, the same pattern appeared: families weren’t struggling because they lacked love or good intentions — they were struggling because critical information wasn’t written down or easy to find.
Passwords were missing. Accounts were unknown. Insurance policies couldn’t be located. Important wishes were unclear.
In moments of grief, this lack of organization added unnecessary stress, confusion, and conflict.
What to Know When I Go™ was created to change that.
This system is designed to be:
Simple — no technical expertise required
Compassionate — respectful of sensitive conversations
Practical — focused on real-life information families actually need
Flexible — completed at your own pace and updated as life changes
This is not legal or financial advice.
It is a practical, thoughtful way to give your loved ones clarity, guidance, and peace of mind — one of the most meaningful gifts you can leave behind.
We are advocates for clarity during life’s most difficult moments.
What to Know When I Go™ was created to help families organize the everyday information that loved ones will urgently need—before a crisis occurs. Our goal is simple: to reduce confusion, stress, and emotional overwhelm by making preparation gentle, practical, and accessible.
We believe preparation is an act of love. By organizing information now, families can focus on healing and connection later.
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