Worksheet: Managing A Large Cash Windfall
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
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
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
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-Online-Accounts-Worksheet.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
When choosing a Nursing Home, the most important issues to consider are your level of comfort and the level of care provided.
Executor Checklist
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 is always difficult and complicated; this worksheet can help make the logistics a bit more manageable.
Worksheet: Pet Care
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
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
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-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-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
Pre-Plan-Own-Funeral-Worksheet-3.0.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
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
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
Checklist-Identify-And-Eliminate-Skeletons-In-Your-Closet.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.
Checklist: Documents To Gather Before You Start Your Everplan
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.
Car Accident Checklist
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
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
Checklist-Hiring-An-In-Home-Caregiver-2.0.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
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
Having-Surgery-Checklist-2.0.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
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
Worksheet-Prepare-To-Buy-Life-Insurance-2.0.pdf
This worksheet includes the things you need so you’re ready when it’s time to meet with a licensed Life Insurance agent.
Daylight Saving Time Checklist
daylight-saving-time-checklist.pdf
Bring this checklist around your house to make sure no time-keeping device is left behind.
