Securing tomorrow, today …

This isn't a data-entry form. It's a legacy document.

The names of great-grandparents. Where the family actually came from. Military service nobody ever talks about in detail. Stories that only one person still remembers, and that disappear the day they do.

This 13-page guided questionnaire documents family origins, immigration history, marriage and military records, cultural traditions, and the personal stories that don't show up in any official record.

It also makes one of the easiest gifts on this site. Give it to a parent or grandparent and fill it out together over coffee. It turns a hard topic into time spent connecting, not a reminder of loss.

What Our Customers Say:

“We think we know someone but do we really?  The Family + History + Questionnaire gives our families and friends a deeper look into who we are as well as it has given us the opportunity to reflect on our own lives. It also makes for a nice remembrance for our families and friends once we are gone… My parents passed away many, many years ago, I wished Planned with Purpose had been around at that time.” — William and Esther K.

Special Summer Sale: Complete your Planning Kit & Save!

Pair your Family History Questionnaire with our End-of-Life Planning Binder for an organized planning system. You can also get the full suite of digital planning tools with our Funeral & End-of-Life Planning Bundle of 4 editable planning documents, which includes the Family History Questionnaire, plus our Funeral Planning Questionnaire, Customizable Financial Assets Form, and the Customizable Personal Property Assets Form.

Plus, act now and save 40% on our 4 Editable End-of-Life Planning PDFs + Binder products for a limited time! Click to add the items to your cart now before the sale ends.

This form covers what you own: furniture, jewelry, vehicles, art, family heirlooms, and collectibles. (Looking for accounts and investments instead? That's our Financial Assets Form.)

Unlike a basic inventory list, this form lets you attach photos of each item alongside descriptions and values, so there's no dispute later about what goes to whom.

This matters most at the moments when what you own actually changes: an inheritance, a new home, a valuable collection you've started, a piece of jewelry that's been in the family for three generations. Those are the moments to update this form, not five years later when half the details are gone from memory.

What Our Customers Say:

“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.  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.” — Deanna S.

“Planned with Purpose is providing us the tools so we can plan our memorials, provide our financial information, how & what to do with our belongings so our families are not left with the burden of these decisions… The binder is keeping all of our information and documentation together in one spot which means we no longer have pieces of paper stuck in a file folder. This has been a real eye opener of what our families will go through if we don’t plan ahead. My parents passed away many, many years ago, I wished Planned with Purpose had been around at that time.” — William and Esther K.

Special Summer Sale: Complete your Planning Kit & Save!

Pair your Customizable Personal Property Assets Form with our End-of-Life Planning Binder for an organized planning system. You can also get the full suite of digital planning tools with our Funeral & End-of-Life Planning Bundle of 4 editable planning documents, which includes the Customizable Personal Property Assets Form, plus our Funeral Planning Questionnaire, Customizable Financial Assets Form, and the Family History Questionnaire.

Plus, act now and save 40% on our 4 Editable End-of-Life Planning PDFs + Binder products for a limited time! Click to add the items to your cart now before the sale ends.

This form covers what you have: checking and savings accounts, investment and brokerage accounts, retirement funds like 401(k)s and IRAs, life insurance policies, outstanding debts, digital accounts and passwords, and safe deposit box details.

(Looking for furniture, jewelry, or other belongings instead? That's our Personal Property Assets Form.)

This is meant to be a living document. Every new job, new account, or major financial change is a reason to update it. The point isn't to get it perfect once, it's to make sure your family is working from current information whenever they actually need it, not a version of your finances from five years ago.

What Our Customers Say:

“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.  This binder gave me a peace of mind as a mother, and I truly believe every parent should have one.” — Kate K.

“Planned with Purpose is providing us the tools so we can plan our memorials, provide our financial information, how & what to do with our belongings so our families are not left with the burden of these decisions… The binder is keeping all of our information and documentation together in one spot which means we no longer have pieces of paper stuck in a file folder. This has been a real eye opener of what our families will go through if we don’t plan ahead. My parents passed away many, many years ago, I wished Planned with Purpose had been around at that time.” — William and Esther K.

Special Summer Sale: Complete your Planning Kit & Save!

Pair your Customizable Financial Assets Form with our End-of-Life Planning Binder for an organized planning system. You can also get the full suite of digital planning tools with our Funeral & End-of-Life Planning Bundle of 4 editable planning documents, which includes the Customizable Financial Assets Form, plus our Funeral Planning Questionnaire, Customizable Personal Property Assets Form, and the Family History Questionnaire.

Plus, act now and save 40% on our 4 Editable End-of-Life Planning PDFs + Binder products for a limited time! Click to add the items to your cart now before the sale ends.

You fill this out once. Your family never has to wonder, argue, or guess, because every preference is documented in your own words.

This 29-page questionnaire walks you through every decision your family would otherwise have to make without you: burial or cremation, service location and style, music, who should speak, readings, flower preferences, obituary details, and personal final messages to the people you're leaving behind.

Most people put this off because it feels like there's always more time. The truth is, the version of you who can think clearly about these decisions is you, right now, not your family three days after losing you. Filling this out is one of the clearest acts of care you can leave behind.

What Our Customers Say:

“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.  This binder gave me a peace of mind as a mother, and I truly believe every parent should have one.” — Kate K.

“Planned with Purpose is providing us the tools so we can plan our memorials, provide our financial information, how & what to do with our belongings so our families are not left with the burden of these decisions… The binder is keeping all of our information and documentation together in one spot which means we no longer have pieces of paper stuck in a file folder. This has been a real eye opener of what our families will go through if we don’t plan ahead. My parents passed away many, many years ago, I wished Planned with Purpose had been around at that time.” — William and Esther K.

Special Summer Sale: Complete your Planning Kit & Save!

Pair your Funeral Planning Questionnaire with our End-of-Life Planning Binder for an organized planning system. You can also get the full suite of digital planning tools with our Funeral & End-of-Life Planning Bundle of 4 editable planning documents, which includes the Funeral Planning Questionnaire, plus our Customizable Financial Assets Form, Customizable Personal Property Assets Form, and the Family History Questionnaire.

Plus, act now and save 40% on our 4 Editable End-of-Life Planning PDFs + Binder products for a limited time! Click to add the items to your cart now before the sale ends.