Planning Checklist
Things you should probably deal with before it's too late. This is guidance, not legal advice.
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Estate & Legal Basics
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Draft or update a will
Review or create a trust
Update beneficiary designations
Locate deeds and titles
Document guardianship plans
Authority Documents
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Power of attorney
Healthcare directive
Emergency contact authority
Financial Organization
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List bank accounts
List insurance policies
List retirement accounts
Document debts and loans
List recurring bills
Organize tax information
List subscriptions
Funeral & Memorial
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Burial or cremation preference
Service preferences
Music and readings
Obituary notes
Who should be contacted
Donation preferences
Practical Life Admin
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Pet care arrangements
Home access info
Password manager details
Digital account list
Social media instructions
Family photos location
Personal letters
Storage unit info
Safe deposit box info
After-Death Logistics
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What should happen first
Where important docs are stored
Who needs to call whom
What can wait
What absolutely should not be forgotten