End-of-Life Planning Checklist
Planning for end-of-life matters can seem overwhelming, but breaking it down into manageable steps can make the process easier. Use this comprehensive checklist to track your progress and ensure you've considered all important aspects of end-of-life planning.
Interactive Checklist
Legal Documents
Specifies how your assets will be distributed
Manages assets and avoids probate
Designates someone to handle financial matters
Names someone to make medical decisions
Outlines your end-of-life medical wishes
Allows access to your medical information
Healthcare Planning
Document conditions, medications, and allergies
Names and contact information for all doctors
Policy numbers and contact details
Register as a donor if desired
Financial Planning
Bank, investment, and retirement accounts
Life, home, auto, and other insurance details
Mortgages, loans, credit cards
For retirement accounts and insurance policies
Real estate, vehicles, and other assets
Keep accessible for estate settlement
Digital Assets
Email, social media, shopping, subscriptions
Secure access method for digital executor
Person to manage your digital presence
What to do with each account after death
Funeral & Memorial Planning
Document your wishes for final disposition
Research and choose preferred provider
Music, readings, speakers, location
Prepare information for obituary
Research if this option is right for you
Personal Legacy
Share your values, life lessons, and wishes
List of who should receive sentimental items
Label and organize important photos and keepsakes
Identify organizations for memorial donations
How to Use This Checklist
This checklist is designed to be comprehensive, but you don't need to complete everything at once. Consider it a roadmap that you can work through at your own pace. We recommend:
- Download the PDF and print it or save it to your device
- Start with the sections that feel most urgent or important to you
- Set aside dedicated time to work through each section
- Involve trusted family members or friends in the process when appropriate
- Store the completed checklist with your important documents
- Review and update annually or after major life events
Ready to Get Started?
Download our comprehensive End-of-Life Planning Checklist PDF to begin organizing your plans and ensuring peace of mind for yourself and your loved ones.