Legal Documents
Wills, directives, powers of attorney, and executor instructions can help clarify wishes.
60AndOver Planning Guide
A calm, organized place to keep track of important documents, final wishes, account information, healthcare choices, and instructions your family may need later.
Why It Matters
End-of-life planning can feel uncomfortable, but it can also bring peace of mind. When important information is organized, loved ones may have fewer questions during a difficult time.
This hub is designed to help seniors and families see what has been completed and what still needs attention. You can check items off as you go, return later, and keep building a clearer plan.
Interactive Checklist
Check items as you complete them. Your progress is saved on this device.
Planning Areas
You do not have to complete everything at once. Many families work through these categories gradually.
Wills, directives, powers of attorney, and executor instructions can help clarify wishes.
Insurance, accounts, titles, deeds, and benefits information can help loved ones locate what matters.
Funeral preferences, contact lists, medical records, and final notes can reduce confusion later.
Common Questions
No. This checklist is only an organization tool. Legal documents should be prepared or reviewed with a qualified professional.
Yes. Your checked items are saved on this device using browser storage. If you clear your browser data or use another device, the progress may not appear.
You may want to share the information with a trusted family member, executor, or caregiver, but avoid sharing sensitive passwords or financial details insecurely.
Documents should be kept somewhere safe, organized, and accessible to the right trusted person. A lawyer, financial advisor, or estate planner can provide guidance.