Securing tomorrow, today …

“Peace of mind through end-of-life planning.”

Our Mission

The mission of Planned with Purpose, LLC is to help families prepare with confidence and compassion by providing tools that keep every detail organized — so your loved ones are supported, informed, and at ease when it matters most. Planned with Purpose, LLC offers a variety of products that will provide you with peace of mind through end-of-life planning, including a custom planning binder, a comprehensive funeral questionnaire, key asset forms, and a family history questionnaire to organize everything needed to complete your or your loved one’s end-of-life plans.

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Empowering You to Take Control of your End-of-Life Plans

Planned with Purpose, LLC envisions a future where every person can craft a personalized and meaningful farewell, utilizing our comprehensive set of tools and resources.

Planned with Purpose LLC Owner and Founder Gina Klein

Our Goal

Planned with Purpose, LLC’s goal is to ease your burdens and create a meaningful, heartfelt tribute that resonates with the values and wishes of both the departed and their family.

Our Products

Planned with Purpose, LLC offers a variety of products that will provide you with peace of mind through end-of-life planning, including a custom planning binder, a comprehensive funeral questionnaire, and key asset forms. From end-of-life organizers and financial planners, we have everything you need.

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  • "Overall, the products are invaluable tools for anyone looking to take control of their end-of-life planning."

    “A priceless planning companion! I spent a year and a half caring for my mother as she battled leukemia...When the terrible day came... I realized that we failed to go over some very important things. ... Twenty years later, I find myself again in the position... but this time I have the tools I need… They provide peace of mind, knowing that all aspects are thoughtfully considered and documented. I highly recommend this guide to anyone seeking a comprehensive approach to end-of-life planning." — M. ROGERS

  • "I highly recommend their services to anyone who wants to protect their family, honor their wishes, and make a difficult time a little easier for those they love."

    “Planned with Purpose provides one of the most valuable gifts you can leave your loved ones—peace of mind… Knowing my wishes are clearly documented and that my family won’t be left searching for important papers or making difficult decisions during a stressful time gives me tremendous comfort. The process was professional, thoughtful, and easy to follow…” — Bea R.

  • "I'm glad I am able to make these decisions now so my family won't have to later. "

    “I love the personal memorial themes that Planned with Purpose provides.  It allows my family to turn my hobbies in life into a celebration as a part of my end of life plan.” — Bo S.

  • "It gives us peace of mind, knowing our kids won't have to guess where any of our documents are or what assets we have."

    “As a new family of 4, the custom binder and personal property asset form has helped us organize all of our assets and keep them in one place.” — Deanna S.

  • "This binder gave me a peace of mind as a mother, and I truly believe every parent should have one.  "

    Becoming a new mom made me rethink differently about the future and the importance of being prepared for my children. My Planned with Purpose binder from Planned with Purpose, LLC gave me the guidance I needed to start setting my affairs in order simply and thoughtfully.  It helped me organize my wishes, important information, and plans so my family would have clarity if anything ever happened to me. — Kate K.

  • "I truly believe every person should have one, especially those in the military or line of duty."

    My Planned with Purpose binder from Planned with Purpose, LLC gave me peace of mind I did not know I needed.  As an Active Duty Air Force member with a wife and children, it is not easy to think about the unthinkable, especially while deployed.  But this binder helped me organize my wishes, affairs and important information in a way that feels clear, thoughtful, and full of love.  Knowing my family would not be left guessing brings me so much comfort.  This binder is an absolute must-have, and I cannot recommend it enough. — Ryan K.

  • "This has been a real eye opener of what our families will go through if we don’t plan ahead."

    We have thought, talked and made notes about what we would like when we pass but there are things we never even thought of and Planned with Purpose covers it all and really pulls all the information and our wishes together…  — William and Esther K.

  • "I really appreciate being able to pick a theme for remembering the person you are honoring, either by their favorite recipe, or activity or culture..."

    “It makes it a very special and personal remembrance with lasting memories.”
    — Cheri B.

Free End-of-Life & Funeral Planning Checklist

Not sure where to begin? You’re not alone. Our free End-of-Life Planning Starter Checklist helps you take the first important steps — without feeling overwhelmed. It breaks down what you need to organize, from essential contacts to funeral preferences, in a simple, caring way. Many families have started here and used our full binder and planning kit to complete their plans with confidence and peace.

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If you’re planning a funeral service and end-of-life plans for you or a loved one, you’re likely going to need more than an obituary. Pair this prompt and your custom obituary with our comprehensive and customizable Funeral Planning Questionnaire, Family History Guide, Asset Forms, and more! Shop these items now if you’re ready to invest in the tools you need for peace of mind through end-of-life planning, funeral planning, financial planning, and beyond.

Pairs Perfectly with Our Comprehensive Funeral Planning Questionnaire and Family History Guide!

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Get End-of-Life Plannings Tips on Our Blog

Featured
Stop Planning a Funeral. Start Designing a Celebration of Life That Feels Like You.
Stop Planning a Funeral. Start Designing a Celebration of Life That Feels Like You.

Funerals are changing. More families want a celebration of life that tells the real story. Here's how to design yours, or for someone you love, before you have to.

How to Plan a Personalized Memorial That Actually Feels Like You or a Loved One
How to Plan a Personalized Memorial That Actually Feels Like You or a Loved One

Planning for a loved one’s memorial is an extremely tough thing for a family to face, not just emotionally, but logistically. Most people have no idea where to start, what to decide, or how to make it feel like the person they lost. And here's the brutal truth: those decisions don't wait. When someone dies, you typically have 24 to 48 hours to make irreversible choices about services, settings, and tributes. That's not enough time to do it well. But here's what most people don't know: you can plan all of it now. Learn about how the Themed Memorial Planning Guides from Planned with Purpose are built to streamline and personalize your memorial planning experience.

What to Expect When the Funeral Home Calls (And What You Should Get Organized Now)
What to Expect When the Funeral Home Calls (And What You Should Get Organized Now)

In the days after losing a loved one, grief collides with a mountain of paperwork. Most families expect emotional decisions. Few expect how many specific documents and details the funeral home will ask for—often within the first hours of that initial call. Understanding what they need—and having it organized in advance—can remove an enormous amount of stress.

How to Plan a Memorial Without Feeling Overwhelmed
How to Plan a Memorial Without Feeling Overwhelmed

Planning a memorial for someone you love is something most people never feel fully prepared for. A meaningful celebration of life doesn’t have to be elaborate or expensive. It simply needs to reflect the person being honored in a way that feels personal, comforting, and genuine. Learn more in this blog post and discover our easy-to-use themed memorial planning guides to help you and your loved ones plan a meaningful event.

Free Obituary ChatGPT Prompt

Need to write an obituary, but you’re overwhelmed with grief and have no idea where to start? Use this FREE ChatGPT prompt that instantly drafts an obituary for your loved one based on personal data that you input. Simply enter your email, and you’ll be emailed all the details for the free ChatGPT prompt.

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Providing peace of mind through end-of-life planning tools and resources.

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