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End of Life Planning

Nobody can put this list together after the fact. The bank won't say which accounts exist, the phone in the drawer can't be opened, and somebody has to guess what you would have wanted. These are the two halves of getting your affairs in order — the short book that names the handful of things that would cause the biggest problems, and the 52-page planner where the answers get written down.

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Free Starter Kit

Start getting retirement in order — one simple checklist at a time

Free quick-start checklists to help you organize the practical parts of retirement: what to gather, what to decide, and what to write down first.

  • What to gather
  • What to update
  • What to share with family
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What to gather, what to update, and who to tell.
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