For Professionals
Guides, Checklists & Workbooks You Can Use With Clients
Every resource in this collection was built to be handed to someone in crisis and actually help. Print them for your waiting room. Include them in intake packets. Hand them out during arrangement meetings. Distribute them at workshops and support groups. Every resource carries an open distribution license. No permission forms. No licensing fees. No restrictions beyond keeping the attribution intact.
Distribution & Usage Rights
Every resource on this page is free to use, print, share, and redistribute. Therapists, counselors, hospice workers, funeral directors, attorneys, financial planners, and faith leaders are welcome to print copies for clients, include them in packets, or distribute at workshops. Websites and organizations may host, embed, or republish these documents. Friends and family can photocopy and share freely. The only thing we ask is that Memorial Merits branding and links remain intact. No fees. No permission needed. No login required. Ever. These resources are educational tools, not legal, financial, or medical advice. Always consult a qualified professional for decisions specific to your situation.
For Grief Counselors & Therapists
Tools your clients can take home and use between sessions. Each resource is grounded in research and designed to give people a structured way to process what they’re feeling when they don’t have the words for it yet.
Grief Affirmations Reference Sheet
A curated set of self-affirmations organized by emotional experience rather than generic lists. Backed by neuroscience research on how self-affirmation activates the brain’s reward and valuation systems. Print copies for your waiting room or include in client take-home materials.
Grief Symptom Tracker: When to Seek Help
Helps clients monitor sleep, appetite, emotional shifts, and physical symptoms between sessions. Gives you a clearer clinical picture of how grief is presenting over time and creates a natural conversation starter at each appointment.
Grief Journal Prompts
Structured journaling prompts for clients who want to process grief through writing but don’t know where to start. Useful as homework between sessions or as a standalone self-guided tool for clients on waitlists.
The 5 Stages Everyone Gets Wrong
A research-based breakdown of the Kubler-Ross model and why most people misunderstand it. Helpful as a psychoeducation handout for clients who are frustrated that their grief doesn’t follow a neat progression.
For Funeral Directors & Planners
These aren’t tools for you. They’re tools you give to the families sitting across from you. Resources that help them feel prepared, informed, and in control during a process that feels like none of those things. Handing someone a printed guide before a meeting builds trust faster than any sales pitch.
Funeral Home Comparison Kit
Give this to families before they start shopping. It helps them organize pricing, services, and policies from multiple providers in a structured format. If you’re confident in what you offer, this works in your favor. Prepared families make better decisions and feel better about them afterward.
50 Questions to Ask a Funeral Director Worksheet
A guide that helps families know what to ask during arrangement meetings. Proactively offering this signals transparency and positions your funeral home as the one that welcomes informed consumers rather than counting on confused ones.
Memorial Service Planning Guide
A comprehensive planning tool families can take home after the initial meeting. Covers venue, officiant, music, readings, flowers, guest coordination, and timeline. Reduces follow-up calls and gives families a sense of agency during a process that often feels like it’s happening to them.
Your Legal Rights Under the FTC Funeral Rule
This one takes confidence to hand out. But a funeral home that proactively educates families about their consumer rights is a funeral home that earns referrals. Include it in your welcome packet and let families know you operate above the standard, not around it.
Estate Planning Essentials Checklist
A clear overview of everything a client needs to have in place: wills, powers of attorney, healthcare directives, beneficiary designations, and digital accounts. Send this before an initial consultation so they arrive with context instead of confusion.
Estate Planning Essentials Checklist
A clear overview of everything a client needs to have in place: wills, powers of attorney, healthcare directives, beneficiary designations, and digital accounts. Send this before an initial consultation so they arrive with context instead of confusion.
Executor Master Checklist: 25-Step Progress Tracker
Hand this to every client you appoint as executor. It covers the full scope of what they’re agreeing to: legal filings, financial accounts, tax deadlines, beneficiary notifications, and property transfers. Reduces panicked phone calls and sets realistic expectations from day one.
Executor Error Prevention Checklist
Decision frameworks, tax deadline calendars, authorization decision trees, and self-dealing prohibition guides. For the client who needs to understand not just what to do but what not to do. A liability reduction tool for your practice as much as a resource for them.
Digital Executor Asset Inventory Workbook
A complete inventory template covering every category of assets an executor needs to document: real property, bank accounts, investments, vehicles, jewelry, collections, digital assets, life insurance, business interests, and personal property. Fill this out before disposing of, donating, or distributing anything. A thorough inventory protects you from liability claims later.
For Hospice Workers, Social Workers & Chaplains
You see families at their most vulnerable. These tools give you something tangible to put in their hands when words alone aren’t enough. Each resource addresses a different stage of the journey your clients and their families are walking through.
Anticipatory Grief Caregiver Workbook
The resource most grief support programs don’t have. A workbook built for people caring for a terminally ill loved one that addresses the emotional weight of grieving someone who is still here. Covers caregiver burnout, family dynamics, practical decision-making, and self-care strategies that go beyond surface-level advice. Print copies for your caregiver support groups.
Family Estate Coordination Workbook
When multiple family members are involved in caregiving and everyone has a different opinion about what should happen next, this guide gives them a framework. Responsibility assignments, medical appointment tracking, schedule coordination, and conversation starters for the discussions nobody wants to have. Useful as a facilitation tool during family meetings.
Supporting Someone Grieving Checklist
For the family members and friends surrounding your patient or client. What to say, what not to say, what to do in the first week versus the first month, and how to keep showing up after the initial wave of support fades. Include it in bereavement packets or hand it to visitors who ask “what can I do?”
Age-by-Age Grief Guide
When a family includes children, this guide becomes essential. Breaks down what grief looks like at every developmental stage, what reactions are normal, and how adults can support young people through their first experience with loss. Especially valuable for chaplains and social workers supporting families with children who are about to lose a parent or grandparent.
Work With Us
Looking for custom resources for your practice, bulk orders of the Legacy Journal, co-branded materials, or partnership opportunities? We work with hospice programs, counseling practices, funeral homes, estate planning firms, and faith-based organizations. Let’s talk.
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