Quick note❗️: If you have any questions, please feel free to email me at [email protected]. If you want more free content, subscribe to my email list here.

*Keep in mind this is a living document. This checklist has everything you need, but will be organized over time.

What you need to do to prepare for end-of-life

Overview of End-of-Life Planning

Healthcare

Advance Health Care Directive

Property and Finances

Accounts

Property

Vehicles

Life Insurance

Bank accounts

Brokerage accounts

Retirement

Finding out where it is - verify

Email accounts + Backup device + Two-Factor Authentication

Payable on death - bank account (in person or online)