The Prepared YouThe Prepared You

End of Life Planning

Prepare documents, communicate wishes, and create a meaningful legacy. Reduce stress for loved ones with a clear, compassionate plan.

Essential Legal Documents
Protect your choices and simplify decisions for family.
  • • Will and/or living trust
  • • Durable power of attorney
  • • Healthcare proxy and advance directives
  • • Beneficiaries and account titles
Healthcare Wishes
Ensure care aligns with your values and preferences.
  • • Treatment preferences and comfort care
  • • Care setting: home, hospital, hospice
  • • Organ donation preferences
  • • Emergency contacts and clinician list
Healthcare Directives Checklist →
Financial & Administrative
Accounts, insurance, and access details in one place.
  • • Account lists and credentials storage
  • • Life insurance and beneficiaries
  • • Debts, subscriptions, and bills
  • • Funeral/burial funding and preferences
Info Organizer →
Legacy & Memory
Letters, stories, and ways to be remembered.
  • • Ethical will and values statement
  • • Letters to loved ones and future milestones
  • • Photo, video, and story projects
  • • Charitable gifting and bequests
Digital Estate
Online accounts, devices, and content after death.
  • • Password manager emergency access
  • • Social media memorialization
  • • Cloud storage and photo libraries
  • • Domain, subscriptions, and business assets
Digital Security Checklist →
Funeral & Memorial
Record preferences and reduce guesswork for family.
  • • Service type, venue, and music
  • • Burial, cremation, or other options
  • • Obituary, photos, and speakers
  • • Aftercare and beneficiary steps
Planning Printables →
Start Your Plan
Work through essential steps in a simple, compassionate order.