Free tool
Everything worth writing down before someone else needs it. Work through it in one sitting, print it, and tell one person where it lives.
This checklist runs entirely in your browser. Your progress is saved on this device only and never reaches our servers. There is nothing to sign up for.
Write down locations and instructions, not raw passwords, unless the whole document is encrypted. A plain text file listing your bank password is a liability. And write it for someone who knows nothing about your systems, not for the person who watched you set them up.
0 of 45 complete
If you do nothing else, do these. In an emergency they unlock most of the rest.
Where it is, who holds it, and what is owed.
Policies and benefits are easy to miss if nobody knows they exist.
Things that keep charging or keep expiring after you stop.
The documents and the professionals who know about them.
What exists, what matters, and what depends on you alone.
Free, built in, and mostly unused. Turn on the ones that apply.
Who to tell, and who depends on you.
The part that is not administrative, and often the part families are most grateful for.
The steps that decide whether any of the above ever gets used.