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End-of-Life Planning Checklist

A plain-language guide to the legal, financial, and personal documents worth getting in order — for you, or for a parent you're helping plan ahead. Nothing here is gated; print it, save it, share it with your family.

Legal Documents

The four documents that matter most if you're ever unable to make decisions yourself.

Already tracking your parent's day-to-day care in Tutti? This checklist covers the paperwork side of the same thing — organized once, ready whenever someone asks.

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Financial

Medical Wishes

Final Wishes

Digital

Who to Tell

We're also working on a checklist for right after a parent dies — check back soon.

See the full Caring for Aging Parents at Home guide →

General guidance, not legal advice. Requirements vary by state — consult an attorney for anything document-specific.

End-of-Life Planning Checklist

Legal Documents

  • ☐ Will
  • ☐ Financial power of attorney
  • ☐ Medical / healthcare power of attorney
  • ☐ Living will / advance directive

Financial

  • ☐ Full account list (bank, investment, retirement)
  • ☐ Beneficiary designations
  • ☐ Life insurance policy details
  • ☐ How bills get paid if incapacitated

Medical Wishes

  • ☐ DNR / POLST, if applicable
  • ☐ Preferred hospital & doctors
  • ☐ Care preferences

Final Wishes

  • ☐ Funeral / burial / cremation preferences
  • ☐ Obituary notes
  • ☐ Who to notify

Digital

  • ☐ Password manager access
  • ☐ Social media / email instructions
  • ☐ Subscriptions to cancel

Who to Tell

  • ☐ Immediate family call list, in order
  • ☐ Close friends & community

General guidance, not legal advice. Requirements vary by state — consult an attorney for anything document-specific.