MORTL™

You're going to die.
Here's the homework.

The 31 things your family needs you to have done. Every box explained, free, at mortl.com/checklist

The Paperwork

Legal Documents

Write or update your will
Consider a revocable living trust
Set up a durable financial power of attorney
Set up a healthcare power of attorney / proxy
Write an advance directive / living will
Review and update all beneficiary designations
Name a guardian for minor children (if applicable)

The Money

Financial & Accounts

Create a master list of all financial accounts
Document all insurance policies
Document all debts and obligations
Add TOD/POD designations to bank and investment accounts
Document the location of any safe deposit box and who has access
Consider pre-paying or pre-planning funeral expenses

Your Body

Medical & Health

Register as an organ donor (or document your decision not to)
Document your complete medical history
Create a current medications list
Discuss DNR/POLST with your doctor (if applicable)
Document your wishes for body disposition

Your Digital Footprint

Digital Life

Set up a password manager and document how to access it
Document access to your primary email accounts
Document your social media accounts and your wishes for them
Document any cryptocurrency holdings and how to access them
List recurring subscriptions and auto-payments
Document digital assets with monetary value

The Human Part

Personal & Family

Choose and talk to your executor
Organize and document the location of important physical documents
Document your funeral and memorial wishes in writing
Write a letter of instruction for your executor
Have the conversation with your family
Make arrangements for pets
Write an ethical will / legacy letter (optional but meaningful)

Pulse boxes first. They're the ones that keep strangers from making your decisions.

Stick it on the fridge. Send it to your dad.

MORTL. Straight talk, no euphemisms. mortl.com