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.

Store | Shop Printable End-of-life Planning Worksheets

First Responder Memorial Planning Guide | Celebration of Life Planner | Editable Recipe Card Keepsake

$16.99

Honor a first responder with this Memorial Planning Guide, which includes theme inspired ideas for memorial gatherings, music, foods, tributes, décor, attendee keepsakes, and more. Includes options for the following first responder sectors: law enforcement, fire, medical, and EMS.

This digital download also includes an editable two-sided Canva recipe card keepsake, which is perfect for sharing a favorite family recipe as well as a photo and meaningful memory.

Designed to help reduce stress during an emotional time while creating a tribute that feels personal, warm, and memorable.

Includes

4 first responder themes to choose from: Law Enforcement, Fire Department, Medical, EMS
Multi-page memorial planning guide PDF
Invitation ideas
First Responder-themed memorial location ideas
Music playlist suggestions
Tribute and remembrance ideas
Guest favor inspiration
Recipe card keepsake template (Canva editable)

What Our Customers Say:

“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. I'm glad I am able to make these decisions now so my family won't have to later.” — Bo S.
“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. … [They provide] themed ideas so we can have a memorial that represents who we are. This has been a real eye opener of what our families will go through if we don’t plan ahead.” — 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.

Special Summer Sale: Complete your Planning Kit & Save!

Planning ahead for yourself or a loved one? See our Funeral & End-of-Life Planning Bundle and our End-of-Life Planning Binder for a comprehensive and organized planning system.

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.

Read more →

Military Memorial Planning Guide | Celebration of Life Planner | Editable Recipe Card Keepsake

$16.99

Plan a meaningful military celebration of life with this Memorial Planning Guide, which includes theme inspired ideas for memorial gatherings, music, foods, tributes, décor, attendee keepsakes, and more. Includes an option for the Marine Corps, Air Force, Army, Navy, and Coast Guard.

This digital download also includes an editable two-sided Canva recipe card keepsake, which is perfect for sharing a favorite family recipe as well as a photo and meaningful memory.

Designed to help reduce stress during an emotional time while creating a tribute that feels personal, warm, and memorable.

Includes

5 military themes to choose from: Marine Corps, Air Force, Army, Navy, and Coast Guard
Multi-page memorial planning guide PDF
Invitation ideas
Military-themed memorial location ideas
Music playlist suggestions
Tribute and remembrance ideas
Guest favor inspiration
Recipe card keepsake template (Canva editable)

What Our Customers Say:

“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. I truly believe every person should have one, especially those in the military or line of duty. This binder is an absolute must-have, and I cannot recommend it enough.” — Ryan K.

“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. … [They provide] themed ideas so we can have a memorial that represents who we are. This has been a real eye opener of what our families will go through if we don’t plan ahead.” — 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.

Special Summer Sale: Complete your Planning Kit & Save!

Planning ahead for yourself or a loved one? See our Funeral & End-of-Life Planning Bundle and our End-of-Life Planning Binder for a comprehensive and organized planning system.

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.

Read more →

Zoo Memorial Planning Guide | Celebration of Life Planner | Funeral & Tribute Ideas | Editable Recipe Card Keepsake

$9.99

Honor a an animal lover with this Zoo Memorial Planning Guide, which includes theme inspired ideas for memorial gatherings, music, foods, tributes, décor, attendee keepsakes, and more.

This digital download also includes an editable two-sided Canva recipe card keepsake, which is perfect for sharing a favorite family recipe as well as a photo and meaningful memory.

Designed to help reduce stress during an emotional time while creating a tribute that feels personal, warm, and memorable.

Includes

Multi-page memorial planning guide PDF
Invitation ideas
Zoo-themed memorial location ideas
Music playlist suggestions
Tribute and remembrance ideas
Guest favor inspiration
Recipe card keepsake template (Canva editable)

What Our Customers Say:

“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. I'm glad I am able to make these decisions now so my family won't have to later.” — Bo S.
“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. … [They provide] themed ideas so we can have a memorial that represents who we are. This has been a real eye opener of what our families will go through if we don’t plan ahead.” — 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.

Special Summer Sale: Complete your Planning Kit & Save!

Planning ahead for yourself or a loved one? See our Funeral & End-of-Life Planning Bundle and our End-of-Life Planning Binder for a comprehensive and organized planning system.

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.

Read more →

Golf Memorial Planning Guide | Celebration of Life Planner | Editable Recipe Card Keepsake

$9.99

Honor a golfer with this Golf Memorial Planning Guide, which includes theme inspired ideas for memorial gatherings, music, foods, tributes, décor, attendee keepsakes, and more.

This digital download also includes an editable two-sided Canva recipe card keepsake, which is perfect for sharing a favorite family recipe as well as a photo and meaningful memory.

Designed to help reduce stress during an emotional time while creating a tribute that feels personal, warm, and memorable.

Includes

Multi-page memorial planning guide PDF
Invitation ideas
Golf-themed memorial location ideas
Music playlist suggestions
Tribute and remembrance ideas
Guest favor inspiration
Recipe card keepsake template (Canva editable)

What Our Customers Say:

“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. I'm glad I am able to make these decisions now so my family won't have to later.” — Bo S.
“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. … [They provide] themed ideas so we can have a memorial that represents who we are. This has been a real eye opener of what our families will go through if we don’t plan ahead.” — 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.

Special Summer Sale: Complete your Planning Kit & Save!

Planning ahead for yourself or a loved one? See our Funeral & End-of-Life Planning Bundle and our End-of-Life Planning Binder for a comprehensive and organized planning system.

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.

Read more →

Store | Shop Printable End-of-life Planning Worksheets

Sale

Family History Questionnaire: Preserve Your Family's Story

$11.99 $19.99

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.

Read more →

Sale

Customizable Personal Property Assets Form

$29.99 $49.99

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.

Read more →

Sale

Financial Assets Organizer for Estate Planning

$29.99 $49.99

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.

Read more →

Sale

Funeral Planning Questionnaire

$59.99 $99.99

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.

Read more →

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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.

DOWNLOAD

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!

SHOP NOW

Get End-of-Life Plannings Tips on Our Blog

Featured

July 27, 2026

Memorial Planning Made Simple: A Complete Guide

July 27, 2026

A step-by-step framework for planning a meaningful, personalized memorial or celebration of life, from mapping a life story to modern logistics, keepsakes, and themed planning tools.

Read more →

July 27, 2026

July 22, 2026

The Recipe Card Might Be the Most Important Part of Your Memorial Plan

July 22, 2026

Cremation is now the majority choice, which means celebrations of life happen apart from burial, on their own timeline. Here's why a family recipe keepsake belongs at the center of your memorial plan.

Read more →

July 22, 2026

June 30, 2026

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

June 30, 2026

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.

Read more →

June 30, 2026

June 15, 2026

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

June 15, 2026

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.

Read more →

June 15, 2026

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.

Securing tomorrow, today …

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

Our Mission

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

Our Goal

Our Products

Includes

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

Includes

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

Includes

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

Includes

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

What Our Customers Say:

Special Summer Sale: Complete your Planning Kit & Save!

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

"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."

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

"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."

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

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

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

"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..."

Free End-of-Life & Funeral Planning Checklist

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

Get End-of-Life Plannings Tips on Our Blog

Free Obituary ChatGPT Prompt

Subscribe

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