Advanced Planning Checklists

The Planning Ahead Checklist helps organize key decisions and information in advance, giving families a clear starting point during an emotional time. It reduces stress and uncertainty by outlining important steps before they are urgently needed.

The Personal Wishes & Preferences Checklist helps document your individual choices for services, memorial details, and personal requests, ensuring your voice is honored. It provides clarity and comfort to loved ones by guiding decisions when they may feel uncertain or overwhelmed.

The Who to Notify Checklist helps you identify the people, organizations, and institutions that should be contacted when a death occurs, ensuring nothing important is overlooked. It simplifies a stressful task by organizing notifications in one place so family members can act with clarity and confidence.

The Documents & Information Checklist helps you organize important paperwork, account details, and key contacts in one secure place, making it easier for loved ones to locate what they need when it matters most. It provides peace of mind by reducing confusion, delays, and stress during an already difficult time.