Planning Ahead Checklist

Not sure where to start with your planning? Start right here.

Planning for end-of-life is an empowering undertaking. It will ensure your final wishes are honored, and also provides you with peace of mind. Planning ahead saves your loved ones from having to make difficult decisions during an emotional time.

We offer this checklist to simplify the process and to help you keep track of what to consider.

Planning for end-of-life can seem overwhelming at first but taking things one step at a time can make things so much more manageable. Keep in mind that every guide doesn’t have to be completed at once, and not every guide may apply to what you need right now. Every person’s needs are unique, and it’s a journey - not a sprint.

The first step in being prepared for anything is to review the list below to help you get started on your planning journey. You can check things off as you go:

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