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

The 33 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
  • Nominate a guardian for minor children, if applicable

The Money

Financial & Accounts

  • Create a master list of all financial accounts
  • Document all insurance policies
  • Review life insurance coverage and beneficiaries
  • Document all debts and obligations
  • Review TOD/POD options for eligible accounts
  • Document the location of any safe deposit box and who has access
  • Consider pre-planning funeral arrangements and funding
  • Create a business continuity or succession plan, if you own a business

Your Body

Medical & Health

  • Record your organ and tissue donation decision
  • Document your current medical history
  • Create a current medications list
  • Discuss DNR or POLST-type medical orders with your care team, if applicable
  • Document your wishes for body disposition

Your Digital Footprint

Digital Life

  • Set up a password manager and an emergency access plan
  • Plan for your primary email accounts
  • Document your social media accounts and your wishes for them
  • Create a secure plan for cryptocurrency holdings
  • List recurring subscriptions and auto-payments
  • Document digital assets with monetary value

The Human Part

Personal & Family

  • Choose and talk to your executor or personal representative
  • 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
  • Talk with the people who may need to act
  • Make arrangements for pets
  • Write an ethical will or legacy letter, if you want to

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