End of life planning checklist
A finishable list for documents, contacts, and final wishes — so nothing important is left guessing.
Your plan
One place for the people who need it
- Contacts
- Documents
- Final wishes
- Trusted sharing
The checklist
People & access
- Emergency contacts and next of kin
- Who may see the plan now vs later
- Solicitor, doctor, financial adviser (if any)
Documents
- Will and estate papers (location or upload)
- Insurance, deeds, titles
- IDs, military records, marriage/divorce papers
- Account statements and passwords policy
Health & care
- Medical notes and preferences (not a substitute for legal directives)
- Medications and providers
- Advance care wishes you want family to know
Final wishes
- Funeral or memorial preferences
- Legacy letter / message to family
- Pet care, home, and special instructions
Digital life
- Email, cloud, social, devices
- How you want accounts handled
Family checklist tip
Do it together if it helps. Invite trusted people with limited access so they are not locked out when they need the plan.
From checklist to living plan
Tick boxes once — then keep the plan updated. Export PDF + encrypted files yearly so your family always has a copy.
Start your plan — use the guided checklist inside the planner.
Start your plan