This document provides a checklist for getting important documents and tasks in order. It includes sections to track completion of a will, living will, life insurance, finances, personal details, and personal items. The checklist encourages the user to review it annually and after major life events to ensure everything remains up to date.
This document provides a checklist for getting important documents and tasks in order. It includes sections to track completion of a will, living will, life insurance, finances, personal details, and personal items. The checklist encourages the user to review it annually and after major life events to ensure everything remains up to date.
This document provides a checklist for getting important documents and tasks in order. It includes sections to track completion of a will, living will, life insurance, finances, personal details, and personal items. The checklist encourages the user to review it annually and after major life events to ensure everything remains up to date.
This document provides a checklist for getting important documents and tasks in order. It includes sections to track completion of a will, living will, life insurance, finances, personal details, and personal items. The checklist encourages the user to review it annually and after major life events to ensure everything remains up to date.
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Getting Started: Your Checklist
Congratulations, you are at the starting line. The Get Your Shit Together Checklist is a handy summary of the key documents and tasks covered on this site.
Start here and use it to track your progress as you go. Print it out, save it to your desktop, email it to yourself, send it to your partner – whatever it takes to keep it top of mind till you make it through the list. Take it from the top, and check off as you go.
Remember: Scan it once a year to make sure everything is up to date,
important details change when you marry/divorce, have children, buy a home, etc.
Major life event = recheck your checklist
CHECKLIST
www.getyourshittogether.org Get Started: Review this document completely and keep this on file with your will and other important documents.
Will:
I have completed my Will and listed
Durable Power of Attorney for Financial and Medical, and back-up person(s) Custody of child(ren) and back-up person Distribution of assets and personal items
The will is signed, notarized, and a copy has been given to those listed.
My copy of my will is located here: ________________________________
Living Will:
I have completed my Living Will
Medical power of Attorney and back-up person Advance Directives Additional information and notice to your doctor Discussed your wishes friends and family Discussed or written down the type of funeral or memorial service you desire and any instructions about burial or cremation I have considered where and how I would like to be cared for if I were terminally ill and discussed this with those closest to me
The living will is signed, notarized, and a copy has been given to those listed.
My copy of my living will is located here: __________________________
Get Your Shit Together!
www.getyourshittogether.org Life Insurance:
I have researched Life Insurance options and purchased the best possible plan for me and/or my family I have researched Short term Disability and completed all steps I have researched Long term Disability and completed all steps
A copy of my policy is located here: _____________________________
Money:
I have reviewed my financial situation and, if necessary, discussed this with those closest to me I have completed a budget and track monthly actual costs to my budget I have ______ weeks/months of expenses saved in case of accident or emergency I have a plan in place to meet my goal to have _________ by this date ___________ I have a savings plan and/or retirement plan
Details:
I have listed my Personal Details out in case of emergency or some one else needs to retrieve it (passwords, contact information, accounts, etc)
A copy of my details list is located here: _____________________________
Personal items:
I have thought about my relationships and how I want to move forward to resolve any unfinished business I have reached out to those people I have deeply considered how my life lines up with my values and priorities, how I am spending my energy, and what I want to do differently to have the life that is meaningful and important to me
Get Your Shit Together!
www.getyourshittogether.org Notes and Next: (any additional thoughts or notes)
