The list
Everything to sort out, in the order that matters most.
Built for two people, because this only works when both of you do it. There’s a column for each of you, a plain-language prompt for every item, and a line for who needs to know.
Four items cause most of the harm when they’re missing: beneficiary designations, account access, guardianship, and your advance healthcare directive. They’re marked so you know where to start.
It’s free. If you get stuck, I’m here.