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checklists

8 guides from the Journal about checklists.

  • Practical11 min read

    How to write down your funeral wishes, with a simple template

    To write down your funeral wishes, decide on burial or cremation, the kind of service, music and readings, who should be told, a rough budget and your organ donation choice, then put it on one or two pages. Give a copy to the people who will arrange the funeral now, because a will is often read after the funeral has already happened.

  • Practical9 min read

    What happens to my pet if I die? How to make a pet care plan

    If you die without a plan, your pet usually passes with the rest of your belongings, and whoever deals with your estate decides what happens to them. A pet care plan fixes that: name a carer and a backup, write a care sheet, leave money for their care through your will or a pet trust, and carry a wallet card so someone knows there's an animal at home.

  • Practical8 min read

    What to do when someone dies: a gentle checklist for the first 30 days

    In the first 48 hours, get a medical certificate, tell close family, contact a funeral director, look for a will and secure the home. In the first week, register the death or order death certificates and start notifying people; in the first month, deal with banks, insurers, subscriptions, online accounts and probate.

  • Travel6 min read

    Travelling far? What to leave behind before you go

    Before a long or remote trip, leave one person a living itinerary and an agreed check-in rhythm, keep copies of your passport, insurance and medical details where you both can reach them, and adjust or pause any check-in service so patchy signal doesn't set it off.

  • Practical6 min read

    How to choose an executor, and how to ask them

    A good executor is organised, calm, trusted by your family, likely to outlive you, and has actually agreed to do it. Ask them in person, give them time to think, and leave them a clear record of where your will, accounts and wishes are.

  • Practical7 min read

    How to tell your family where everything is

    Keep originals of your will, deeds and certificates somewhere safe and known, list your banks, pensions, insurers and key contacts in one place, and tell your executor and one backup person where that list lives, without handing over passwords before they are needed.

  • Health7 min read

    Before surgery: a calm checklist for the night before

    Before major surgery, sort out the practical things a few days ahead (lifts, medication list, someone to update family), note where your will is and who can make decisions for you, and pause any check-in service so nothing is sent while you recover.

  • Explainers8 min read

    Digital estate planning: a simple guide for the US and Europe

    Digital estate planning means listing your online accounts, turning on each platform's legacy settings, recording what should happen to each account, and naming someone to carry it out. In most US states, RUFADAA gives a platform's own legacy tool priority over your will, and your will priority over the terms of service.

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