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Preparing for Difficult Times

Planning Ahead Checklist

Printable Version

EditableVersion

DOCUMENT	DATE REVIEWED / UPDATED	POLICY NUMBERS / COMMENTS
Durable Power of Attorney
Health Care Directive
Trust
Will
DOCUMENT	DATE REVIEWED / UPDATED	POLICY NUMBERS / COMMENTS
Employment or Retirement Documents
401(k) Plans
Pension Plans
Social Security benefits
Other Sources of Income (specify)
Property Ownership
Title
Auto(s)
Deed(s)
Financial Account(s)
Investment Account(s)
EIN# For Estate Account(s)
DOCUMENT	DATE REVIEWED / UPDATED	POLICY NUMBERS / COMMENTS
Insurance Policies
Health
Life
Auto
Home
Disability
Long Term Care
DOCUMENT	DATE REVIEWED / UPDATED	POLICY NUMBERS / COMMENTS
Military/Veterans Papers



DOCUMENT	DATE REVIEWED / UPDATED	POLICY NUMBERS / COMMENTS
Certificates
Birth
Marriage
Adoption
Divorce
Death

Use this Planning Ahead Checklist to help you prepare your documents and information. Once completed, consider giving a copy to your personal representative.

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