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Planning Checklist
A printable preplanning checklist to track your wishes, vital documents, and contacts.
This printable checklist helps you gather critical information, document your wishes, and keep contacts organized in one secure place.
Checklist Preview
Here are the core tasks included in the checklist:
Preplanning Document Collection
- Vital personal information (SSN, birth certificate)
- Military discharge papers (DD214, if applicable)
- Insurance policy details (life, burial, or preneed)
- Advance healthcare directives and durable power of attorney
Download the Checklist
Get the full printable document below:
Printable Planning Checklist
A single-page printable PDF checklist containing all fields for vital documents and personal wishes.
Type: pdf
Size: 450 KB
Time: 5 min