Comprehensive Checklist for Pre- & Post-Death Planning

Planning for the end of life is never easy, but having a clear roadmap can ease emotional and logistical burdens for both individuals and their families. This comprehensive checklist outlines the most important steps to take before, during, and after a loss - from organizing legal and financial documents to communicating final wishes and ensuring loved ones are supported. It guides families through critical preparations such as wills, powers of attorney, beneficiary designations, funeral planning, and medical directives. It also covers practical considerations like securing property, arranging care for dependents or pets, and managing household affairs to prevent stress and confusion during a difficult time.

Following a death, the checklist walks families through the immediate and long-term steps of settling an estate: securing the home, obtaining death certificates, notifying institutions, managing benefits, and fulfilling legal obligations. It concludes with reminders about grief care, self-compassion, and updating one’s own estate plans. By breaking complex processes into clear, manageable actions, this guide helps families approach end-of-life planning with confidence, organization, and peace of mind.