Your Free Planning Checklist
A free, step-by-step guide to help you prepare. Complete as much, or as little of the checklist as needed—at no cost. When you're ready, select "View Playbook" to access a shareable document—printable or digital—for your estate executor.
Watch a quick tour
While Living
Prepare important documents and arrangements while you can
Work with legal professionals to create wills, trusts, and other estate planning documents.
After Passing
Honor your loved one and handle necessary arrangements
Create a lasting memorial to honor and remember your loved one's life and legacy.
Work with legal professional to handle estate, financial, and legal matters.
Plan a Funeral
Arrange funeral services and memorial arrangements
Select a funeral home to handle arrangements, services, and burial or cremation.
Funeral Homes
Funeral Services & Cemeteries
Funeral Services & Cemeteries
Coordinate with religious organization for spiritual services and ceremonies.
Caterers deliver professionally prepared food, relieving you of cooking and transportation stress.
Caskets/Urns provide a dignified and meaningful way to honor a loved one's final resting place.