Planning Ahead Checklist

Use this checklist as a guide to help you prepare your documents and information. See below for instructions on how to save this table into Microsoft Word so that you may save and edit your information for future use. Once completed, you may want to give a copy of this document to your personal representative.

DOCUMENT	DATE REVIEWED/ UPDATED	POLICY NUMBERS/ COMMENTS
Durable Power of Attorney
Health Care Directive
Trust
Will
Employment or Retirement Documents
- 401(k) Plans
- Pension Plans
- Social Security Benefits
- Other Sources of Income (Specify)
Property Ownership
- Title(s)
- Auto(s)
- Deed(s)
- Financial Accounts
- Investment Accounts
Insurance Policies
- Health
- Life
- Auto
- Home
- Disability
- Long Term Care
Military/Veteran's Papers
Certificates
- Birth
- Marriage
- Adoption
- Death

How to save this table into Microsoft Word:

Place your cursor slightly above the table and click down on your mouse button. Drag your mouse down until the entire table is highlighted. Let go of the mouse button. Next, click "Edit" on your browser toolbar, and then choose "Copy". Open your Microsoft Word program, click "File" on the toolbar, and then "New..." to open a new Word file. Next, choose "Edit" from your toolbar and then choose "Paste". You should be able to see the table as it appeared in your browser. To add rows or columns in Microsoft Word: Place your cursor in a cell beside where you would like to add a row or column. Click once anywhere in the cell. Then click "Table" on the toolbar, and then choose "Insert" to add rows or columns, and then choose where you want them added. To delete rows or columns, place your cursor in the cell of a row or column you would like to delete and click once anywhere in the cell. Click "Table" on the toolbar, choose "Delete", and then choose "Columns" or "Rows".