Free planner · 34 fill-in pages
If something happened to you tomorrow, would your family know where everything is?
The Peace of Mind Planner is a free record of every account, policy, loan, investment and paper you have, who the nominees are, and what your family should do first. Fill it once, on screen or on paper, and look at it once a year.
Built by a banker with 19 years inside the system. No passwords in it. Nothing to buy.
Why families need one
Most people keep this information in their head. That works until the day it has to be found by someone else.
Accounts nobody knew about, policies nobody claimed, a locker key nobody can find. A bank or insurer can only pay what someone asks for.
Death certificates, claim forms, employer dues, bills that keep running. The planner lists what to do in the first 30, 90 and 365 days.
Families often need the same facts during an admission: the health card, the claim helpline, and who decides if you cannot.
What is inside
Real pages from the planner. Every field can be typed into on screen, or you can print it.
Also inside: your Will and ID papers, important people, bank accounts, deposits, loans, lockers, cards and UPI, bills and mandates, money lent to family and friends, tax, investments (CAS, demat, mutual funds, NPS, EPF, PPF, post office schemes, gold), employer benefits, life and health insurance, property, vehicles, your digital life, a letter to your family, and the official links.
The planner never asks for passwords, PINs, card numbers, OTPs or crypto recovery phrases. It asks where they are kept. A lost or forwarded copy cannot empty an account.
How you get it
- Enter your email.At the top or the bottom of this page.
- Confirm it.Click the button in the email we send. The planner opens straight away, and the email keeps a link to the latest version.
- Fill page 4 first.Then the rest over a few evenings. Tell two people where you keep it.
Questions
Is it really free?
Yes. No payment and no card. You also get the occasional plain-English money note by email, and every email has a one-click unsubscribe.
Do you see what I write in it?
No. The planner is a PDF on your own phone or computer. Nothing you type into it comes to us.
Can I fill it on my phone?
On a computer, the fields work in Adobe Acrobat Reader, Chrome and Edge. On a phone, Adobe Acrobat Reader lets you type into it; some other apps only show it. Printing it and filling it in pen always works.
Is this legal or financial advice?
No. It is a personal organiser. For a Will, succession or tax question, speak to a lawyer or a chartered accountant.
I am already on the 37xBetter list. Why did no email come?
Our email service sends the confirmation email only once, to new subscribers. If you are already on the list, write to hello@37xbetter.com and we will send you the link.
Can I share it?
Yes. Forward this page or the blank planner to anyone. Never forward a filled one.
Want the thinking behind it first? Read the guide to a family money record and Will your money be orphaned?
Get the planner
One evening of filling in today can save your family months of running around later.