Legacy Planning Checklist Form
Use this Legacy Planning Checklist Form to organize and document your end-of-life planning tasks. Ensure your wishes and essential information are clearly recorded for your loved ones.
Full Name
*
First Name
Last Name
Primary Contact Information (Phone or Email)
*
Executor or Responsible Contact (Name & Relationship)
*
Location of Important Documents (e.g., will, insurance, deeds)
*
Overview of Major Assets and Intended Beneficiaries
Funeral or Memorial Preferences
Traditional burial
Cremation
Green or eco-friendly burial
Memorial service only
No preference
Other (please specify)
Digital Accounts and Online Presence Guidance
Checklist: Please mark the items you have completed
Will or trust prepared
Power of attorney designated
Healthcare directives documented
Beneficiaries updated
Digital account instructions provided
Funeral/memorial preferences documented
Other item completed (please specify)
Additional Instructions or Notes
Submit
Should be Empty: