Estate Planning & End-of-Life Checklists

A selection of our most popular checklists.

The following checklists cover wills, trusts, digital estate planning, small business estate planning, and estate plan reviews to help you protect your assets and secure your legacy.

The following checklists cover banking, insurance, beneficiary designations, charitable giving, managing digital assets, and handling financial transitions to help you secure your financial future.

The following checklists focus on estate and financial planning for minors, guardianship, conservatorship, and special needs dependents to ensure their long-term well-being.

The following checklists help you select executors, estate attorneys, financial advisors, life insurance policies, and medical power of attorney to make informed legal and financial decisions.

The following checklists cover estate organization after major life events such as marriage, divorce, or having children to keep your financial and legal affairs updated.

The following checklists include steps to take before and after death, probate management, inheriting money, financial account transitions, and property disposition to ensure a smooth estate process.

The following checklists cover hospice, palliative care, funeral arrangements, burial options, obituaries, and memorial services to help you prepare with clarity and peace of mind.

The following checklists focus on daily pet care, emergency planning, ownership transfers, veterinary records, and pet memorialization to ensure your pets are cared for now and in the future.

The following checklists include estate sales, downsizing, moving, address updates, and assisted living considerations to help navigate life’s housing transitions with ease.

The following checklists provide resources for daily caregiving, medical management, home safety, emotional support, and self-care for caregivers to reduce stress and improve care.