Pre-Death Planning Checklist
What is your full Legal Name?
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What is your Date of Birth?
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Which US State do you live in?
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What is your Marital Status?
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What is your Marital Status?
Do you have a will, trust, or other estate planning documents?
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Do you have a will, trust, or other estate planning documents?
Have you designated a Power of Attorney
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Have you designated a Power of Attorney
Do you have a living will or advance directive?
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Do you have a living will or advance directive?
Do you have minor children or dependents?
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Do you have minor children or dependents?
Do you have any major financial accounts?
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Do you have any major financial accounts?
Do you currently have any debts or financial obligations?
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Do you currently have any debts or financial obligations?
Have you named beneficiaries on your accounts and policies?
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Have you named beneficiaries on your accounts and policies?
Do you own any real estate or property?
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Do you own any real estate or property?
Do you have specific personal items you want to pass on?
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Do you have specific personal items you want to pass on?
Do you have digital accounts or assets to plan for?
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Do you have digital accounts or assets to plan for?
Do you have any ongoing medical conditions or care needs?
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Do you have any ongoing medical conditions or care needs?
Do you have specific end-of-life medical preferences?
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What do you prefer for your remains?
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What do you prefer for your remains?
Do you want a funeral, memorial, or celebration of life?
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Do you want a funeral, memorial, or celebration of life?
Would you like to leave behind a letter, message, or legacy video?
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Would you like to leave behind a letter, message, or legacy video?
Where should your final plan and documents be stored?
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Where should your final plan and documents be stored?
Which email should we send your checklist to?
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