What you end up with

One page, everything on it #

Once you have pressed Generate my plan on the review screen, the planner takes you to your documents page. Everything below lives there, each in its own card with its own button.

Some documents are ready to download straight away. Others have a Prepare button first — that builds the file from your latest answers, so what you download is never an older version of something you have since changed. Press Prepare, wait a moment, then Download PDF.

If you change an answer later, come back and prepare it again.

The funeral plan (PDF) #

The one to hand to the funeral home. One or two pages covering disposition, the service, speakers, music and logistics — the things they will ask you about anyway, gathered so you are not answering from memory at a desk.

Print it or email it, whichever suits.

The funeral program (PDF) #

The folded order of service you hand out on the day. Print it double-sided on letter paper, flip on the short edge, and fold once down the middle.

There is a tick box on this card: Leave "Survived by" off the program. Not every family wants that list printed, and ticking it keeps the names off the program without removing anyone from your people list or from the obituary. You can switch it back on any time.

The memorial card (PDF) #

The small double-sided card that goes in a wallet or a coat pocket. Print it on card stock, double-sided, and cut to 2½ × 4¼ inches.

The front carries a photograph if you added one, the name, and the dates. You choose what goes on the back — the short obituary notice, a verse, something you write yourself, or nothing at all. The default is the notice.

The obituary (PDF) #

Just the notice on its own page — name, dates and the words. This is the one to send to a newspaper or an online memorial page.

Speaker briefings #

One PDF for each person speaking: their slot, their topic, who they follow, and the officiant's contact for coordinating on the day. Each has its own Download button beside the name. Email one to each speaker and a good deal of day-of confusion goes away.

The shared family checklist #

A tick-list anyone in the family can open and work from, without an account. It has its own page — see Sharing the checklist with your family.

Who has been told #

Your list of calls made sits on its own page, reachable from here with Open the list. It contacts no one; every call stays yours to make.

The family summary email #

Send the family summary email takes one email address per line, or several separated by commas. The email includes the service summary, a link to the family checklist, and a download link for the full PDF.

It sends only when you press Send, and only to the addresses you typed.

A note about the discount code #

Near the bottom you may see a card headed One thing, when you're ready, offering a discount on a will for yourself and a second code you are welcome to pass to anyone at the service. There is no deadline on either and no obligation. It is there because families often find, having just been through this, that they would like their own affairs in order — but it is a card on a page, not something you need to deal with today.

Downloading again later #

Everything here stays in your account. You can come back, prepare and download any of it again for as long as you have an account — including after your two-year window to start a new plan has passed.

Photographs you uploaded are the one exception: those are deleted 90 days after the plan is finished, with a reminder beforehand. See Adding photos and speakers.