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Downloadable Checklists And Worksheets

Click the links and images below to download the checklist or worksheet of your choosing.

Checklist: Documents To Gather Before You Start Your Everplan

filing cabinet

PDF icon Checklist-Documents-To-Gather-For-Your-Everplan.pdf

Here are some of the essential documents, accounts, and types of info you should organize and have at the ready to make completing your Everplan that much easier.

Worksheet: Managing A Large Cash Windfall

swimming in money pile

PDF icon Worksheet-Managing-A-Large-Cash-Windfall.pdf

If you recently came into a lot of money, here’s how to get organized and plan for your new wealth.

Worksheet: Create Your Ethical Will

moments that matter

PDF icon everplans-ethical-will-prepped-2020.pdf

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.

Checklist: Writing A Will

last will wax seal

PDF icon Checklist-Writing-A-Will.pdf

This will prepare you for the decisions you’re going to have to make when crafting a Will, whether you create one with an attorney or an online legal service.

Checklist: Information About Your Home

home utilities

PDF icon Information-About-Your-Home-Checklist.pdf

We've identified all the stuff that goes into running a household and put it in this handy checklist.

Digital And Online Accounts Worksheet

digital and online accounts

PDF icon Worksheet-Digital-Online-Accounts.pdf

Your emails, photos, videos, and entertainment purchases are all part of your Digital Estate. Here’s one way to manage the various services you use so they don’t disappear or get deleted after you’re gone. Unless that’s what you want.

Checklist: Questions To Consider When Choosing A Nursing Home

nursing home therapy dog

PDF icon Nursing-Home-Checklist.pdf

When choosing a Nursing Home, the most important issues to consider are your level of comfort and the level of care provided.

Executor Checklist

female superhero executor

PDF icon Checklist-For-An-Executor.pdf

If you've been named as an Executor, which is the person responsible for carrying out the terms of a Will, there are some important things you should know about your new role -- whether you're called upon soon or in the far future.

Divorce Worksheet

divorce illustration

PDF icon divorce-worksheet.pdf

Divorce is always difficult and complicated; this worksheet can help make the logistics a bit more manageable.

Worksheet: Pet Care

PDF icon Worksheet-Make-Sure-Your-Pets-Are-Taken-Care-Of.pdf

Even though it’s incredibly sad to think of our pets going on without us, you still need to do something about it. Here's how.

Emergency Evacuation Checklist

nasa image of hurricane over atlantic

PDF icon Emergency_Evacuation_Checklist.pdf

Here are the essential and irreplaceable items you need to gather when you don’t have much time to hit the road.

Checklist: Diagnosed With A Serious Illness

doctor looking at an xray

PDF icon Checklist-Diagnosed-With-Serious-Illness.pdf

Whether it's for yourself or someone you love, let us help you get some important planning out of the way.

Checklist: Creating An Advance Health Care Directive

advance medical directives

PDF icon Advance-Directive-Checklist.pdf

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

power of attorney form

PDF icon Power-Of-Attorney-Checklist-2.1.pdf

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

forever loved

PDF icon Pre-Plan-Own-Funeral-Worksheet.pdf

Planning your own funeral or memorial service can provide peace-of-mind to you and your family.

Worksheet: Writing A Death Notice Or Obituary

stack of newspapers

PDF icon Writing-A-Death-Notice-Or-Obituary-3.0.pdf

Death notices and obituaries can have varying amounts of information; the information included is entirely up to you.

Checklist: Financial Accounts & Assets

financial assets folder

PDF icon Checklist-Financial-Accounts-&-Assets-2.0.pdf

Don’t let disorganization become one of your biggest money problems.

Checklist: Identify & Eliminate Skeletons In Your Closet

skeletons hanging in closet cartoon

PDF icon Identify-And-Eliminate-Skeletons-In-Your-Closet-Checklist.pdf

A quick snapshot of everything you might want to take to the grave – or at least have deleted, erased, shredded, or destroyed by someone you trust after you’re gone.

Car Accident Checklist

car accident checklist

PDF icon checklist-car-accident.pdf

Print this out and keep a copy in your glove box. We hope you never have to use it.

Just Married: Newlywed Estate Planning Checklist

wedding cake bride groom topper

PDF icon Checklist-For-Newlyweds.pdf

Congrats on the recent nuptials! Now that you, or someone you care about, said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business.

Checklist: Hiring An In-Home Caregiver

in-home care is where the heart is

PDF icon Checklist-Hiring-An-In-Home-Caregiver.pdf

Before you hire someone to provide in-home care, make sure every box on this checklist is checked off.

A Checklist For New Parents

mother cradling her adorable baby

PDF icon New-Parents-Checklist.pdf

A new mommy and daddy’s work is never done. Along with raising your bundle of joy (and trying to find time for sleep) you’ve also got some major planning to do.

"I'm About To Have Surgery" Checklist

PDF icon Having-Surgery-Checklist.pdf

Whether it's a simple procedure, or something more invasive, it never hurts to get some planning done first.

Worksheet: Choosing A Guardian For Your Children

baby hand holding mommy's finger

PDF icon Worksheet-Choosing-A-Guardian.pdf

A Guardian of the Person is responsible for raising your child if something happens to you and ensures the general safety, protection, and physical and emotional growth of your child over the course of his or her life. This worksheet will help you determine who in your life is up to the task.

Worksheet: Prepare To Buy Life Insurance

PDF icon Worksheet-Prepare-To-Buy-Life-Insurance.pdf

This worksheet includes the things you need so you’re ready when it’s time to meet with a licensed Life Insurance agent.

Checklist: Things To Consider When Choosing An Assisted Living Facility

PDF icon Assisted-Living-Facility-Checklist.pdf

When choosing an Assisted Living Facility, the most important issue to consider is your level of comfort.

Daylight Saving Time Checklist

PDF icon checklist-daylight-saving-time.pdf

Bring this checklist around your house to make sure no time-keeping device is left behind.


State-By-State Health, Legal, And End-Of-Life Resources