Personal Affairs Checklist
- Select your estate executor
- File current/updated will
- Note biographical information
- Keep a listing of motorized vehicles, boats and trailers
- Keep a listing of owned real estate and firearms
- Make plans for pets
- Create a list of online passwords (email, financial, social media)
Full Answer
What document should be put in place in the event of death?
Documents: Wills. It’s no surprise here but one should have a will put in place in the event of death. This is the best way to let your loved ones know exactly what your wishes are. It is also important to include guardianship of your children in the event that both you and your spouse should die.
How to help your family in the event of your death?
One way to help your family in the event of your death is by leaving a way for them to easily handle your personal affairs in those first weeks. You can easily do this by creating an end-of-life planner or organizer.
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.
Divorce Worksheet
Divorce is always difficult and complicated; this worksheet can help make the logistics a bit more manageable.
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: 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.