Planning Checklists
Comprehensive checklists to help you organize important documents, decisions, and preparations for different life situations. Choose the checklist that fits your current needs.
Offers immediate, step-by-step instructions for legal, logistical, and emotional needs following an unexpected death. Built for mobile-first usability in urgent situations.
What's included:
Guides users to compile essential documents and decisions in one place, from legal documents to passwords, healthcare proxies, burial preferences, and contacts. Can be exported, shared with family, and updated as needed.
Operated by estateOS
What's included:
A gentle guide for use following a terminal diagnosis, with sections on legal prep, memory making, grief planning, and medical advocacy.
What's included:
How to Use These Checklists
PDF Download
Download a printable PDF version that you can complete by hand or digitally. Perfect for offline use or sharing with family members who prefer paper copies.
Interactive Version
Create a digital, editable version that saves your progress, sends reminders, and can be shared with family members for collaborative planning.
Need help choosing? If you're just starting your planning journey, we recommend beginning with "What Everyone Should Organize." For immediate needs, use the "Unexpected Death" checklist. The "Terminal Diagnosis" checklist is designed for families facing end-of-life situations.