Downloadable Checklists And Worksheets

Checklist: Documents To Gather Before You Start Your Everplan

Here are some of the essential documents, accounts, and types of info you should organize and have at the ready to make completing your Everplan that much easier.

Worksheet: Managing A Large Cash Windfall

If you recently came into a lot of money, here’s how to get organized and plan for your new wealth.

Worksheet: Create Your Ethical Will

By leaving your family an Ethical Will, you'll be leaving something meaningful behind, so they—and future generations—can learn from you and remember your stories after you are gone.

Checklist: Writing A Will

This will prepare you for the decisions you’re going to have to make when crafting a Will, whether you create one with an attorney or an online legal service.

Checklist: Information About Your Home

We've identified all the stuff that goes into running a household and put it in this handy checklist.

Digital And Online Accounts Worksheet

Your emails, photos, videos, and entertainment purchases are all part of your Digital Estate. Here’s one way to manage the various services you use so they don’t disappear or get deleted after you’re gone. Unless that’s what you want.

Checklist: Questions To Consider When Choosing A Nursing Home

When choosing a Nursing Home, the most important issues to consider are your level of comfort and the level of care provided.

Executor Checklist

If you've been named as an Executor, which is the person responsible for carrying out the terms of a Will, there are some important things you should know about your new role — whether you're called upon soon or in the far future.

Divorce Worksheet

Divorce is always difficult and complicated; this worksheet can help make the logistics a bit more manageable.

Worksheet: Pet Care

Even though it’s incredibly sad to think of our pets going on without us, you still need to do something about it. Here's how.

Emergency Evacuation Checklist

Here are the essential and irreplaceable items you need to gather when you don’t have much time to hit the road.

Checklist: Diagnosed With A Serious Illness

Whether it's for yourself or someone you love, let us help you get some important planning out of the way.

Checklist: Creating An Advance Health Care Directive

This downloadable checklist serves as a guide in helping you prepare your Advance Directive, and for any conversation you may have with your doctors or your family. (NOTE: To locate and complete the legally valid form for your state use this resource: State-By-State Advance Directive Forms.)

Checklist: Name A Power Of Attorney

This checklist will prepare you for the conversations and decisions you’re going to have to make when naming a POA.

Worksheet: Pre-Planning Your Own Funeral or Memorial Service

Planning your own funeral or memorial service can provide peace-of-mind to you and your family.

Worksheet: Writing A Death Notice Or Obituary

Death notices and obituaries can have varying amounts of information; the information included is entirely up to you.

Checklist: Financial Accounts & Assets

Don’t let disorganization become one of your biggest money problems.

Checklist: Identify & Eliminate Skeletons In Your Closet

A quick snapshot of everything you might want to take to the grave – or at least have deleted, erased, shredded, or destroyed by someone you trust after you’re gone.

Car Accident Checklist

Print this out and keep a copy in your glove box. We hope you never have to use it.

Just Married: Newlywed Estate Planning Checklist

Congrats on the recent nuptials! Now that you, or someone you care about, said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business.

Checklist: Hiring An In-Home Caregiver

Before you hire someone to provide in-home care, make sure every box on this checklist is checked off.

A Checklist For New Parents

A new mommy and daddy’s work is never done. Along with raising your bundle of joy (and trying to find time for sleep) you’ve also got some major planning to do.

"I'm About To Have Surgery" Checklist

Whether it's a simple procedure, or something more invasive, it never hurts to get some planning done first.

Worksheet: Choosing A Guardian For Your Children

A Guardian of the Person is responsible for raising your child if something happens to you and ensures the general safety, protection, and physical and emotional growth of your child over the course of his or her life. This worksheet will help you determine who in your life is up to the task.

Worksheet: Prepare To Buy Life Insurance

This worksheet includes the things you need so you’re ready when it’s time to meet with a licensed Life Insurance agent.

Checklist: Things To Consider When Choosing An Assisted Living Facility

When choosing an Assisted Living Facility, the most important issue to consider is your level of comfort.

Daylight Saving Time Checklist

Bring this checklist around your house to make sure no time-keeping device is left behind.