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Use this checklist below to ensure that your assets are protected and that your family is prepared for anything, including illness, disability, incapacity or life without you. This checklist will also help you to quickly uncover any holes in your legal and financial planning, while allowing you to take a fresh look at your wishes and goals for your estate and personal affairs.
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How to fill out life and legacy checklist

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How to fill out life and legacy checklist

01
Gather all personal information, including full name, date of birth, social security number, and contact details.
02
List out important financial information, such as bank accounts, insurance policies, investments, and other assets.
03
Document any debts or liabilities that need to be addressed.
04
Identify key contacts, including legal advisors, accountants, and trusted family members.
05
Specify your healthcare preferences and any advanced directives or living wills.
06
Outline your wishes for funeral arrangements and memorial services.
07
Include any special instructions regarding the distribution of personal belongings and heirlooms.
08
Review and update the checklist regularly to ensure accuracy.

Who needs life and legacy checklist?

01
Individuals looking to prepare their estate and ensure their wishes are met after passing.
02
Families wanting to ease the burden of decision-making during difficult times.
03
Anyone interested in organizing their financial and legal affairs.
04
Caregivers planning end-of-life preferences for themselves or loved ones.
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The life and legacy checklist is a tool used to organize important information, decisions, and wishes regarding an individual's personal and financial matters, particularly in the event of their passing.
While not legally required, it is recommended for anyone, particularly those with dependents, significant assets, or health considerations, to fill out a life and legacy checklist to ensure their wishes are known.
To fill out the life and legacy checklist, you should gather necessary documents and information regarding your assets, debts, healthcare preferences, and personal wishes, and then systematically record this information according to the checklist's format.
The purpose of the life and legacy checklist is to ensure clarity and organization regarding an individual’s preferences, helping their loved ones manage their affairs and honoring their wishes after their passing.
The information reported on the life and legacy checklist typically includes personal details, financial information (assets and debts), healthcare wishes, funeral preferences, and contact information for key individuals.
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