Your data is not saved automatically. Use Export Data in the sidebar to save your progress, or print/download.
Instructions Upon My Death
Message and checklist for your loved ones
Personal & ID
Your identity documents and personal information
Basic Information
Tax & Government IDs
Driver's License
State ID (if different from license)
Passport
Travel Programs
Document Locations
Legal Document Locations
Emergency Contacts
People to contact in emergencies
Emergency Instructions
Neighbor to Watch Property
No emergency contacts added yet. Click "Add Contact" to add one.
Professional Contacts
Attorneys, accountants, financial advisors, and other professionals
No professional contacts added yet.
Health & Medical
Allergies, providers, medications, and health records
Allergies & Dietary Restrictions
Healthcare Providers
No healthcare providers added yet.
Medications
Current prescriptions and supplements
No medications added yet.
Medical Conditions
Diagnosed conditions and treatment plans
No medical conditions added yet.
Medical Procedures
Past surgeries and procedures
No medical procedures added yet.
Medical Devices
Implants and medical equipment
No medical devices added yet.
Healthcare Directives
Advance directives, living will, and organ donation
Document Locations
Organ Donation
Disability Information
Psychiatric Advance Directive
Mental health care preferences
Document & Treatment Preferences
Decision Makers
Crisis Preferences
Mental Health Providers
Caregiver Guide
Daily care information for caregivers
Daily Routine
Personality & Communication
Comfort & Activities
Food & Meals
Hygiene & Dressing
Mobility & Physical
Behavior & Mood
Sleep
Social & Spiritual
Safety
Insurance Policies
Life, health, auto, home, and other insurance
Tip: If you suspect a deceased person had a life insurance policy but can't find it, use the NAIC Life Insurance Policy Locator at eapps.naic.org/life-policy-locator/ to search for unclaimed policies.
No insurance policies added yet.
Pets
Pet care information
No pets added yet.
Children
Information about your children
No children added yet.
Guardian Nominations
Guardian designations for minor children
No guardian nominations added yet.
Vehicles
Cars, boats, motorcycles, RVs
No vehicles added yet.
Firearms
Guns, permits, and storage info
No firearms added yet.
Bank Accounts
Checking, savings, and other accounts
No bank accounts added yet.
Credit Cards
Credit and debit cards
No credit cards added yet.
Safe Deposit Boxes
Bank safe deposit box information
No safe deposit boxes added yet.
Investment Accounts
Retirement and brokerage accounts
No investment accounts added yet.
Cryptocurrency & Web3
Wallets, staking, DeFi, and NFTs
CRITICAL WARNING
Unlike banks, there is no customer service, password reset, or FDIC insurance for cryptocurrency. If private keys or seed phrases are lost, assets are gone permanently.
Crypto Wallets
No crypto wallets added yet.
Staking Positions
No staking positions added yet.
DeFi Positions
No DeFi positions added yet.
NFT Collections
No NFT collections added yet.
Real Estate
Homes and properties
No properties added yet.
Home Safe & Manuals
Digital Life
Online accounts and subscriptions
Security & Passwords
Digital Legacy Contact
Email Accounts
No email accounts added yet.
Internet Services
No internet services added yet.
Security Systems
No security systems added yet.
Digital Assets
No digital assets added yet.
Cloud Storage
No cloud storage services added yet.
No social media accounts added yet.
Funeral & Legacy
End of life preferences
Funeral Arrangements
Obituary & Eulogies
Post-Funeral & Memorial
Tip: See the "People to Notify" section for your funeral guest list.
Body & Burial Preferences
Special Considerations
See also: "Ancestry & Personal History" for Letters to Loved Ones.
Subscriptions
Streaming, software, and other subscriptions
No subscriptions added yet.
Employment & Benefits
Jobs and government benefits
Tax Information
Pension & Retirement
Union Information
Employment Records
No employment records added yet.
Government Benefits
Social Security, VA benefits, and other government programs
No government benefits added yet.
Business Interests
Business ownership and partnerships
No business interests added yet.
Loans & Debts
Mortgages, car loans, student loans, and other debts
No loans or debts added yet.
Trusts
Trust records and administration
No trusts added yet.
Military Service
Service history, deployments, and VA benefits
No military service records added yet.
Valuables
Art, jewelry, and collectibles
No valuables added yet.
Personal Property Distribution
Who gets what - bequests and collections
No bequests added yet.
Rewards & Loyalty
Points, miles, and loyalty programs
No rewards programs added yet.
Memberships
Clubs, gyms, and memberships
No memberships added yet.
Physical Keys & Access
Keys, codes, and access information
No physical keys added yet.
Maintenance Calendar
Important dates, renewals, and scheduled maintenance
No important dates added yet.
People to Notify
People who should be notified upon your death
No people to notify added yet.
Charitable Giving
Ongoing commitments and planned giving
Ongoing Commitments
No charitable commitments added yet.
Planned Giving / Bequests
No gift records added yet.
Faith & Religion
Religious affiliation, practices, and end-of-life rites
Congregation
Clergy
Practices & Wishes
Documents
Education & Certifications
Schools, degrees, and professional licenses
Education History
No education history added yet.
Professional Licenses
No professional licenses added yet.
Ancestry & Personal History
Family tree, heritage, and personal story
Storage Units
External storage facilities and their contents
No storage units added yet.
Emergency Preparedness
Meeting locations, shutoffs, and emergency supplies
Meeting Locations
Utility Shutoffs
Safety Equipment
Emergency Supplies
Previous Addresses
Your address history
No previous addresses added yet.
Debts Owed to You
Money others owe you
No debts owed to you added yet.
Adoption Information
Adoption records and birth parent information
No adoption records added yet.
Family Medical History
Extended family health conditions
No family medical history added yet.
Data Backup Plans
How your digital data is backed up and can be restored
No backup plans added yet.
Custom Fields
Your own custom information fields
No custom fields added yet. Add fields for any information not covered by other sections.