Emotional & Spiritual Care

Consult with a death doula for emotional and logistical guidance.
Join a grief counseling group or find a therapist for support.
Identify spiritual or religious rituals you would like performed.
Explore meditation or journaling for emotional healing.
Seek spiritual strength through a faith leader or community.
Consider a legacy project, such as creating a memory book.

Medical Care Preferences


Decide on palliative vs. curative care based on your situation.
Consider enrolling in hospice care if facing a terminal diagnosis.
Complete a Do Not Resuscitate (DNR) order if desired.
Document organ and tissue donation preferences.

OK

Interactive Checklist

Interactive Checklist

Medical Care Preferences


Decide on palliative vs. curative care based on your situation.
Consider enrolling in hospice care if facing a terminal diagnosis.
Complete a Do Not Resuscitate (DNR) order if desired.
Document organ and tissue donation preferences.

OK

Interactive Checklist

Consult with a death doula for emotional
& logistical guidance.
Join a grief counseling group or find a
therapist for support.
Identify spiritual or religious rituals
you would like performed.
Explore meditation or journaling
for emotional healing.
Seek spiritual strength through a
faith leader or community.
Consider a legacy project,
such as creating a memory book.

Emotional & Spiritual Care

Medical Care Preferences

Decide on palliative vs. curative care based
on your situation.
Consider enrolling in hospice care if facing
a terminal diagnosis.
Complete a Do Not Resuscitate (DNR)
order if desired.
Document organ and tissue donation
preferences.

Create or update your will to insure your
wishes are honored.
Establish a power of attorney (PoA)
for financial and healthcare decisions.
Set up a living trust if appropriate for
your estate.
Choose beneficiaries for insurance policies
& retirement accounts.
Draft an advance healthcare directive
outlining medical preferences.
Organize important financial documents
(bank accounts, deeds, titles.)
Plan for funeral expenses
& allocate funds accordingly.

Discuss your end-of-life wishes openly with
your family & trusted friends.
Appoint a trusted executor to carry out
your plans.
Ensure your healthcare proxy understands
your preferences.
Host a family meeting to clarify your plans
& answer questions.
Designate a spokesperson for public
notifications.
Share location & access instructions
for all digital accounts.

Practical & Household Affairs

Personal Legacy & Communication

Prepare a household & property
maintenance guide.
Make a plan for dependents or pets.
(caregivers, guardians.)
Organize a list of recurring bills &
accounts for easy access.
Create a list of subscriptions & services
to cancel or transfer.
Document safe combinations, passwords
& security codes for vital assets.

Choose burial, cremation or green burial
based on personal beliefs.
Select a funeral home or direct cremation
service.
Outline your memorial service preferences
(location, speakers, music.)
Prepare an obituary or appoint someone
to write it.
Consider a digital memorial or tribute page
to share memories.

Review your plans annually or after major
life changes.
Update beneficiaries and directives
as needed.
Keep all important documents in one secure,
accessible place.

Write personal letters or messages to
loved ones.
Create a list of people to notify
upon passing.
Capture your personal history,
stories or advice for future generations.
Compile a list of online accounts with
desires for digital legacy.

Legal & Financial Planning

Communications with Loved Ones

Funeral & Memorial Planning

Final Review & Update