FAMILY DOCUMENTS & ESTATE
A simple checklist of the wills, beneficiaries and documents every young family needs
Reviewed
This isn't about being morbid — it's about making sure the people you love are protected and know where things are. Keep in a safe place
✓ ESSENTIAL DOCUMENTS
Last Will & Testament
Living Will / Advance Directive
Financial Power of Attorney
Medical Power of Attorney
Guardianship for children
Life insurance policy
Birth & marriage certificates
Social Security cards
Property deeds & titles
Trust documents (if any)
FINAL-EXPENSES ESTIMATE
Funeral / Service
$
Burial / Cremation
$
Outstanding Debts
$
Legal / Probate Fees
$
▶ ESTIMATED TOTAL
$
BENEFICIARIES REVIEW
Account / PolicyBeneficiaryUpdated
Life Insurance
401(k) / Pension
IRA / Investments
Bank Accounts
Other
ACCOUNT & PASSWORD LOCATIONS
AccountWhere It's Kept
Bank / Login
Investments
Insurance
Utilities / Bills
Password Manager
🔑 Who to Tell & Where It's Kept
"Getting your documents in order is one of the most loving things you can do for your family." 🌿
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