Online end-of-life planner

End-of-Life Planning Checklist

21 guided tasks covering your will, healthcare wishes, funeral plans, finances, and digital accounts, in one plan you can share with the people you trust.

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What's on the checklist

Your plan starts with every task below already filled in. Complete what you can now, and leave clear instructions for the rest. Select a task to see what to record for it in the planning guide.

Before: 9 tasks for you

Get your affairs in order at your own pace.

• Create or Update Will: Ensure a legally valid will is in place to dictate asset distribution.
• Establish Power of Attorney: Designate someone to make financial and legal decisions if you are unable.
• Create Advance Directive (Living Will): Specify medical treatment preferences in case of incapacitation.
• Appoint a Healthcare Proxy: Designate someone to make healthcare decisions on your behalf.
• Organize Financial Documents: Gather bank statements, investment records, tax returns, and loan documents.
• Review Insurance Policies: Check life, health, and property insurance policies and beneficiary information.
• Plan Digital Assets: List your important online accounts, record where passwords are kept, and leave instructions for managing or closing each one.
• Pre-plan Funeral Arrangements: Decide on burial/cremation, service type, and other arrangements to ease the burden on family.
• Document Final Wishes: Write down personal wishes for memorials, messages to loved ones, or other requests.

After: 12 tasks for your loved ones

A step-by-step guide for the people you leave in charge.

• Obtain Death Certificate: Get multiple official copies of the death certificate for legal and financial purposes.
• Notify Family and Friends: Inform close relatives, friends, and employer about the passing.
• Arrange Funeral/Memorial Service: Finalize and carry out the planned funeral, memorial, or celebration of life.
• Locate the Will: Find the deceased's will and notify the executor.
• Settle the Estate: Begin the probate process if necessary and manage the distribution of assets.
• Notify Government Agencies: Contact Social Security, Veterans Affairs (if applicable), and other relevant agencies.
• Close Bank and Credit Accounts: Close or update ownership of bank accounts, credit cards, and other financial accounts.
• Write and Publish Obituary: Draft and submit an obituary to newspapers or online platforms.
• Arrange for Pet Care: Ensure any pets are cared for according to the deceased's wishes.
• Manage Property and Belongings: Secure real estate, vehicles, and personal belongings.
• Settle Debts: Identify and pay off outstanding debts from the estate.
• File Final Tax Returns: File the final income tax return for the deceased and any necessary estate taxes.

How it works

1. Work through the checklist. Start with your will, healthcare wishes, and funeral preferences. Every task comes with guidance, so you always know what to do next.
2. Record where everything is. Add notes on documents, accounts, and contacts so no one has to search through drawers or guess passwords later.
3. Share it with the people you trust. Family can read your shared plan for free. Give edit access to the person who will handle the tasks that remain.

Not sure where to start?

Answer 5 quick yes-or-no questions to see which parts of your plan need attention first, or read a guide for families.

Take the 2-minute family readiness assessment · Browse family guides

Common questions

What does it cost?

Every feature is free for 30 days, with no credit card needed. After that it's $5 a month or $50 a year to keep editing. You can read your plan, and anyone you've shared it with can read it, for free.

Do my family members need to pay?

No. People you share with can read your plan without paying. Only someone who edits the plan needs their own subscription.

Does this replace a lawyer?

No. Passage Plans keeps your wishes, your next steps, and notes on where your documents are kept in one place. It doesn't store the documents themselves or give legal advice. For your will and other legal documents, work with an attorney.

Leave your family a clear plan

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