Documents Checklist For End Of Life Planning

  • Durable Power of Attorney for Finances
  • Domestic Partnership Agreement
  • Living Trust
  • Last Will and Testament
  • Health Care Power of Attorney/Proxy/Durable Medical Power of Attorney
  • Living Will


List of Your Assets and Liabilities:

  • Real Estate/Mortgages
  • Savings Accounts/Plans
  • Checking Accounts
  • Investment Accounts
  • Life Insurance
  • Viatical
  • Pension/Retirement Benefits
  • Outstanding Loans
  • Other


List of People to Contact and Where They Can Be Reached:

  • Anyone named in your will
  • Beneficiaries of your:
    • IRA
    • Annuity
    • Life Insurance
    • Other
  • Your Attorney
  • Your Executor/Trustee

List of passwords and identification numbers for bank accounts, credit cards, insurance policies, and online accounts. (Be sure you store this in a secure place or give it to a person you trust.)


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