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Shop The Essentials
CLEAR Kits
Give your heirs the gift of clarity and organization. Organizes the crucial details your loved ones need in the event of your incapacitation or passing.
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This free three-page estate summary collects important information about the status of your estate.
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Below, you'll find more than 90 checklists to help you manage these important processes and ensure nothing is overlooked.
Table of Contents: Checklist Categories
1. 10-Step Checklist for Creating a Will
2. Creating and Updating Advanced Directives
3. Digital Estate Planning Checklist
4. Estate Planning for Small Business Owners Checklist
5. Probate Avoidance Checklist
6. Vehicle Information Checklist
7. Family Estate Planning Checklist for Parents 55+
8. How To Review an Estate Plan Every Year
9. How To Review an Estate Plan Every 5 Years
10. DIY Estate Planning Risks Checklist
1. How to Update Payable on Death (POD) Beneficiary Designations
2. Charitable Giving Checklist
3. Beneficiary Designation Checklist
4. Financial and Insurance Information Organization Checklist
5. How to Find Unclaimed Property Checklist
6. How to Open a 529 Plan
7. How to Manage Joint Bank Accounts After Death
8. Checklist for Settling Financial Debts After Death
9. Managing Cryptocurrency and Digital Assets Checklist
10. How to Freeze and Close Credit Reports After Death
1. Estate and Inheritance Planning for Minors
2. Guardianship and Conservatorship Checklist
3. Financial Planning for Minors
4. Special Needs Dependents
5. Checklist for Temporary Guardianship in Emergencies
1. Questions to Ask When Choosing an Executor
2. Questions to Ask When Selecting an Estate Attorney
3. Questions to Ask When Selecting a Financial Advisor
4. Questions to Ask When Selecting A Legal Guardian For Your Children
5. Questions To Ask When Selecting A Medical Power of Attorney
6. Questions to Ask When Buying Life Insurance
7. How to Conduct a Family Meeting for Estate Planning
8. How to Interview a Potential Estate Planner Checklist
9. Questions To Ask When Selecting A Death Doula
1. Estate Organization After a Marriage Checklist
2. Estate Organization After a Newborn Checklist
3. Estate Organization After a Divorce Checklist
4. Family Recipe Collection Checklist
1. Employment and Education History Checklist
1. What to Do Before Someone Die
2. What to Do After Someone Dies
3. Estate Transition and Probate
4. What to Do After You Inherit Money Checklist
5. Vehicle Disposition After Incapacitation or Death
6. Canceling or Transferring Bank and Retirement Accounts After Death
7. How to Notify Social Security After Someone Dies
8. Firearms, Weapons, & Accessories Disposition Checklist
9. Home Operations Checklist
10. How to Access A Device After Someone Dies
11. Probate Avoidance Checklist
12. How to Transfer Employee Benefits After Death
3. Questions to Ask When Selecting a Hospice or Palliative Care Provider
4. Questions to Ask When Selecting a Nursing Home or Rehab Service
5. Checklist for Writing a Personal Obituary
1. How To Plan A Funeral
2. Post-Funeral Checklist
3. Funeral Notifications and Guest Management Checklist
4. Questions to Ask When Buying a Casket
5. Questions to Ask When Selecting a Cemetery
6. Questions To Ask When Buying PreNeed Funeral Insurance
7. Green Burial Planning Checklist
8. How to Plan a Celebration of Life Checklist
9. Checklist for Coordinating Funeral Travel Arrangements for Family
1. What to Do After Your Pet Dies
2. Pet Care Daily Routine Checklist
3. Veterinary and Health Records Checklist
4. Pet Ownership Transfer Checklist
5. Pet Emergency Care Checklist
6. Pet Legacy and Memorial Planning Checklist
7. Pet Boarding and Sitter Checklist
8. Pet Behavior and Training Notes Checklist
9. Pet Supplies Inventory Checklist
10. Pet Travel Checklist
11. Pet Social Life Checklist
1. How to Choose an Estate Sale Company Checklist
2. Moving and Relocation Checklist
3. Downsizing Checklist for Moving to an Apartment or Assisted Living
4. Updating Address and Records After Moving
5. Questions to Ask When Considering an Assisted Living Facility
6. Checklist for Selling a Home as Part of Estate Settlement
7. Checklist for Clearing Out a Hoarded Home
8. Checklist for Downsizing to an RV or Tiny Home
9. Questions to Ask When Selecting a Long-Term Care Hospital
1. Holiday Questions Checklist for Aging Parents
2. Daily Care Routine Checklist
3. Medication Management Checklist
4. Medical Appointment and Health Records Checklist
5. Home Safety Checklist
6. Personal Preferences and Comfort Checklist
7. Emotional and Social Support For Senior Caregivers Checklist
8. Self-Care Checklist for the Caregiver
9. Daily Communication Checklist for Long-Distance Caregiving
