End-of-Life Planning Checklist
A simple step by step guide. Complete as much, or as little of the list as needed. Once you have completed all appropriate steps, "View Playbook". The Playbook can be sent electronically, or printed, and shared with the executor of your estate.
While Living Start Here
Prepare important documents and arrangements while you can
Secure life insurance to protect your loved ones financially and cover final expenses.
Arrange for healthcare directives and long-term care planning to ensure your medical wishes are followed.
Work with a legal professional to create or update your will, ensuring your wishes are legally documented.
After Passing
Honor your loved one and handle necessary arrangements
Contact immediate family members, close friends, and important contacts to inform them of the passing.
Create a lasting memorial to honor and remember your loved one's life and legacy.
Work with legal professionals to handle estate matters, probate, and financial obligations.
Unsure if you need more help? Contact a professional.
Connect with professional grief counselors to help process loss and navigate the healing journey.
Plan a Funeral
Arrange funeral services and memorial arrangements
Select a funeral home to handle arrangements, services, and burial or cremation.
Coordinate with religious organizations for spiritual services and ceremonies.
Arrange for appropriate floral arrangements and tributes for the service.
Establish memorial donation options to honor the deceased's memory.
