#Checklist for estate planning full#
#Checklist for estate planning free#

By planning for the future, you can ensure that your wishes are met and that your loved ones are not left with the burden of making difficult decisions during an already stressful and emotional time.Įnd-of-life planning involves several important steps, such as: Taking the time to plan for end-of-life is incredibly important for both you and your loved ones. It’s much easier to make the best choices and have the important conversations now rather than waiting until your final days. Why end-of-life planning is importantĮnd-of-life planning is a crucial process that everyone should undertake and is often overlooked or delayed due to the uncomfortable nature of the topic. The End-of-Life Checklist is a supplement to the legal documents you should have already created. In addition to creating a will, a trust or any other legal documents, you should create and End-of-Life Checklist to help your loved ones know where to find everything they will need to settle your estate. But after my recent experience losing my parents, I can sincerely tell you that having an end-of-life checklist completed is a truly helpful gift that you can leave for your loved ones. Get your copy of the printable End-of-Life Checklist and create your own tool for your family to use.ĭeath is not something most of like to think or talk about, let alone prepare for.

Thankfully, with my parents’ forethought in creating their preparing for death checklist, I knew exactly where to begin the complicated process of settling their estate. If I’d had to figure out where to find all my parents’ estate and personal information it would have been a daunting task. The checklist was invaluable to me because it contained everything I needed to know in one document.Īt the time that my parents passed, somewhat unexpectedly and within 6 months of each other, I was grieving hard and certainly not at my best. This End-of-Life Checklist was in addition to their wills, living wills and other legal documents. Years ago, my parents organized all their personal information into an End-of-Life Checklist that contained everything I needed to know when they passed away. There are many things I admire about my parents, but one of the most poignant is how organized they were in preparing for their passing decades before it occurred.

More Ideas for the Loss of a Loved One:.

– 17 – Value of Estate Snapshot Worksheet.

#Checklist for estate planning free#

This Free End-of-Life Checklist Contains.

Why you should use an End-of-Life Checklist.

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#Checklist for estate planning full#

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