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Will Organizer Checklist

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20 items
Compile what your family will need. This free will organizer checklist gives you a 20-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
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What's on the list

  • Will original location
  • Trust documents
  • Power of attorney
  • Healthcare directive
  • Birth certificate
  • Marriage certificate
  • Divorce decree if any
  • Social security card
  • Passport
  • Mortgage paperwork
  • Vehicle titles
  • Insurance policies
  • Investment account list
  • Bank account list
  • Retirement account list
  • Cryptocurrency keys (safely)
  • Login passwords (password manager)
  • Funeral wishes letter
  • Letter to loved ones
  • Lawyer and accountant contacts

Make it yours in Checkbloom

Free to use. Share with anyone by link — no account needed on their end.

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