Interactive Checklist
Legal & Financial Planning
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 and retirement accounts.
Draft an advance healthcare directive outlining medical preferences.
Organize important financial documents (bank accounts, deeds, titles.)
Plan for funeral expenses and allocate funds accordingly.
Practical & Household Affairs
Prepare a household and property maintenance guide.
Make a plan for dependents or pets (caregivers, guardians.)
Organize a list of recurring bills and accounts for easy access.
Create a list of subscriptions and services to cancel or transfer.
Document safe combinations and passwords for vital assets.
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Interactive Checklist
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Practical & Household Affairs
Prepare a household and property maintenance guide.
Make a plan for dependents or pets (caregivers, guardians.)
Organize a list of recurring bills and accounts for easy access.
Create a list of subscriptions and services to cancel or transfer.
Document safe combinations and passwords for vital assets.
Legal & Financial Planning
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 and retirement accounts.
Draft an advance healthcare directive outlining medical preferences.
Organize important financial documents (bank accounts, deeds, titles.)
Plan for funeral expenses and allocate funds accordingly.