Create or update your will

Designate someone to make decisions if you cannot

Document your medical treatment preferences

Review and update life insurance policies

Organize account information and access

List brokerage, retirement, and other investment accounts and access

Gather mortgage records and property title documents

Note where physical and digital copies of important documents are stored

Discuss end-of-life wishes with family

Organize passwords and digital accounts

Gather birth certificate, marriage license, etc.

Organize and label family photographs

Document burial or cremation preferences

Plan memorial service details

Create obituary using Youllogy

Organize contacts for notifications

Organize property ownership documents

Gather vehicle ownership documents

Document who should receive specific items

Organize medical history and records

Document current medications and dosages

List healthcare providers and contact info