The Plan Ahead Guide
Everything Your Family Needs to Know — In One Place
A 104-page fillable workbook from estate planning attorney Jon Miller. Assets, insurance, digital accounts, healthcare wishes, funeral plans, and personal messages — all organized for the people you love.
The workbook your family will wish you'd filled out
After fourteen years of estate planning, I've sat across from dozens of families in the weeks after a loved one passed away. The ones who struggle hardest? Almost never because the estate plan was complicated. Almost always because no one could find the information.
The account numbers. The insurance policies. The password to the email account that holds everything else. The letter that was always meant to be written but never was.
The Plan Ahead Guide fixes that. It's a 104-page workbook you fill in section by section — on your own schedule, in pencil if you want. When it's done, your family has a map. When it matters most, they're not starting from zero.
What's Inside
Fifteen sections covering every piece of information your family will need. Each section has prompts, fillable fields, and a practical Attorney Tip from Jon on the mistake most families make.
Introduction
Why this guide exists and how to use it.
Important Last Words
A personal letter to your family — the most valuable piece.
Assets & Liabilities
Bank accounts, investments, retirement, real property, vehicles, debts.
Insurance Policies
Life, health, home, auto, long-term care, disability — every policy in one place.
Digital Life
Passwords, crypto, social media, subscriptions, smart home devices.
Recurring Bills & Auto-Payments
What's on auto-pay and what should be canceled immediately.
Service Providers
Attorney, CPA, financial advisor, doctors, and trusted tradespeople.
Important Documents
Where every critical paper lives — birth certificates to deeds.
Healthcare Documents
Advance directives, medical summary, proxy, and end-of-life wishes.
Financial Power of Attorney
Your agent, your backup, and what they need to know.
Will & Trust
Where the documents are, who's named, and what the plan is.
Funeral & Memorial Instructions
Your wishes, your service, and the pre-arrangements you've made.
Don't Make These Mistakes
Twelve common, expensive errors families make in the first weeks.
First 30 Days Checklist
A step-by-step action plan organized by urgency.
Faith, Values & Spiritual Preferences
Your beliefs, your community, and how they shape your arrangements.
Written by a practicing estate planning attorney
Jon Miller is an estate planning and business attorney licensed in Utah, Arizona, and Texas. For over fourteen years, he's helped families — from newlyweds to retirees, from first-time parents to business owners — build estate plans that actually work.
He's a husband, a dad of four, and the kind of attorney who explains things in plain English because he believes the law shouldn't require a translator.
Jon created this guide for his own family first. Then he realized every family needs one.
“The families who come in with a guide — even a messy one — handle things differently. There's a moment when the person administering the estate opens it up, and you can physically see their shoulders drop. ‘Oh good. She thought about us.’”
— Jon Miller, Esq.
One-time purchase. Yours forever.
No subscription. No recurring charge. One PDF, 104 pages, delivered to your inbox immediately.
Questions? Email info@jonmillerlaw.com or call (801) 872-9889.
Frequently Asked Questions
Give your family the map.
The Plan Ahead Guide is one of the most thoughtful things you can leave behind — even while you're still here.
Published by M3 Consulting, LLC. This guide is an organizational tool and does not constitute legal advice. Purchase does not create an attorney-client relationship.