End of Life PlannerEnd-of-life planning checklist
A finishable list for documents, contacts, and wishes — including when you are doing this with a parent, a spouse, or the wider family.
Five sections · Finishable · Not a will
By End of Life PlannerUpdated
The checklist
Tick what you can this week. Family, parent, and spouse versions use the same five groups — the difference is who sits with you, not a separate list.
People & access
- Emergency contacts and next of kin
- Who may see the plan now vs later
- Attorney, doctor, financial advisor (if you have them)
Documents
- Will and estate papers (location only)
- Insurance, deeds, titles
- IDs, military records, marriage or divorce papers
- Where statements live — never the passwords themselves
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
- A short message, if you want one
- Pet care, home, and special instructions
Digital life
- Email, cloud, social, devices
- How you want accounts handled
Checklist, worksheet, or explanation
This is the task list. Space to write answers is the printable planner. What the work actually is lives on end-of-life planning. Paperwork detail is the documents guide.