"LIFE FILE" CHECKLIST FOR END OF LIFE PLANNING
A "Life File" is a central place to keep the “how and what” documents that ensure your wishes are honored at the end of your life. It allows your loved ones to have the information they need to take care of your affairs when you die. Click to download this helpful 2-page resource which includes a checklist of additional components such as your care (advance directive); your possessions; your legacy (obituary, funeral/remembrance ceremony). A preview follows:
Create a password list. Include phone, tablet, computer, email, social media accounts, etc. Consider using password software like LastPass or 1Password, which allows you to pass on your passwords to your heirs.
Review your social media accounts and decide what you’d like to happen with them when you die. Every social media platform has different options.
Document your bank account information, including safe-deposit box locations.
Document any life insurance policies and beneficiaries, including information on funeral insurance or pre-paid burial plot, if applicable.
Include your will. Consider updating it if things have changed in your life since you last updated it.
Make a list of bills with due dates and amounts. Note how statements are received and payments made. Identify which bills are ongoing and which have an end date.