End-of-Life Planning Checklist
A step-by-step guide to help you prepare. Complete as much, or as little of the checklist as needed. When you're ready, select "View Playbook" to access a shareable document—printable or digital—for your estate executor.
While Living
Prepare important documents and arrangements while you can
Secure life insurance to protect your loved ones financially and cover final expenses.
Research and select care options for you and/or loved ones.
Create a simple Will for free, and/or select a Legal professionals who can assist with end-of-life directives.
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.
Unsure if you need more help? Contact a professional.
Connect with a professional to 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 organization for spiritual services and ceremonies.
Arrange for floral arrangements and tributes for the services.
Establish memorial donation options to honor the deceased's memory.
