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
Research and select care options for you and/or loved ones.
Care Providers
Assisted Living
Assisted Living
Assisted Living
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.
Unsure if you need more help? Contact a professional.
Estate Planning Attorneys
Estate Planning Attorneys
Estate Planning Attorneys
Connect with a professional to navigate the healing journey.
Grief Counselors
Grief Counseling
Grief Counseling
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
Funeral Services & Cemeteries
Coordinate with religious organization for spiritual services and ceremonies.
Religious Organizations
Religious Organizations
Religious Organizations
Religious Organizations
Caterers deliver professionally prepared food, relieving you of cooking and transportation stress.
Caterers
Catering
Catering
Catering
Arrange for floral arrangements and tributes for the services.
Florists
Florists
Florists
Gravestones provide a lasting tribute to honor loved one's memory and legacy.
Gravestones
Caskets/Urns provide a dignified and meaningful way to honor a loved one's final resting place.
Urns & Caskets
Urns/Caskets
Urns/Caskets
Urns/Caskets
Establish memorial donation options to honor the deceased's memory.
Charities
Charities
Charities
