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Checklists
Keeping track of everything can be tough. Use our checklists to help stay organized.
Checklist: Creating an Advance Health Care Directive
Checklist: Documents to Organize and Share
Checklist: Name a Power of Attorney
Checklist: Plan a Funeral or Memorial Service
Checklist: Pre-Planning Your Funeral or Memorial Service
Checklist: Questions to Consider Before You Meet with a Life Insurance Agent
Checklist: Questions to Consider When Choosing a Nursing Home
Checklist: Questions to Consider When Choosing an Assisted Living Facility
Checklist: Questions to Consider When Choosing In-Home Care
Checklist: Writing a Death Notice or Obituary
Checklist: Writing a Will
Ethical Will Worksheet
