Medical & End-of-Life Checklist

The End-of-Life Documents Checklist helps organize essential legal and medical paperwork so loved ones can quickly locate what they need during an emotional time. It can be completed online and saved as a PDF, or downloaded as a blank checklist to fill out and store with important records.

The After Death Checklist helps guide families through the immediate steps that follow a loss, including notifications, documents, and time-sensitive decisions. It offers a clear, supportive structure to help reduce confusion and ensure important tasks are addressed in an organized way.

The Digital Accounts & Legacy Checklist helps organize online accounts, subscriptions, and digital assets so they can be managed or closed according to your wishes. It gives loved ones clarity on what exists, where to find it, and how to handle your digital presence with care.

The Planning When You’re Alone Checklist helps individuals organize important decisions, contacts, and documents without relying on others to do it for them. It provides peace of mind by creating a clear plan that can be followed easily if support is limited or unavailable.