Checklists

checklist life planning

 

 

 

 

End-of-Life planning is a task people often put off.  However, not leaving guidance or  communicating critical information to loved ones can be devastating for families.   Start making your plan today with this simple Life Planning Checklist.                        Click Here to Download>>

checklist household accounts

 

 

 

 

Keeping track of all our accounts in todays digital world can be challenging.  With so many websites and login credentials, keeping track of them all is nearly impossible!  This checklist list will help you organize all your accounts.  Making it easier for you today and easier for your loved ones, when they will need this most.     Click Here to Download>>

checklist death of a spouse

 

 

 

 

Dealing with grief after the loss of a loved one is a personal thing.  And everyone deals with it in a different way.  And in addition to the grief, there is usually a mountain of decisions to make and tasks to accomplish.  This guide will help you stay on track and organized during this difficult time.    Click here to download>>  

checklist pet owners

 

 

 

 

 

Pre-planning could be lifesaving for our beloved pets.  As with any planning, communication is key, so use this checklist as a guide to help you consider the items and information that should be gathered and shared when appointing a caregiver for these important members of our families!     Click here to download>>  

checklist for crisis planning

 

 

 

 

Natural disasters happen all too often.  Don't be left stranded with all your critical documents and information destroyed!  Having insurance information, medical information and financial information will be critical to surviving and starting the rebuilding process.  Download our guide to help you plan, record and gather the information and documents you'll need.          Click here to download>>  

checklist get to know your family

 

 

 

 

Are there things you wished you'd known about your parents?  What about Grandparents or other family members?  This questionnaire will guide you in asking the questions that you want to know.  Or, use it as a game to test your knowledge!    Download it here>>  

checklist tax and legal documents

 

 

 

 

One of the most important end-of-life planning tools is your voice.   Creating legal documents is a way to ensure your voice is heard and your wishes are carried out.  This checklist describes the types of documents you should consider when creating your end-of-life plan.     Click here to download>>  

checklist for social media

 

 

 

 

In today's digital world, we have so many services available to us.  It makes organizing and keeping track of them extremely difficult!  This checklist will help you think through what social media and entertainment accounts you have.                                     Click here to download>>