One of the best gifts that people can give their families is to keep their important documents and financial records easily accessible and well organized. In the event of an emergency, illness, disability or death, family members or other persons of trust will need to step in to carry out their wishes. This Family Life Organizer (Organizer) will assist them by consolidating critical information so that they may care for their loved ones and/or carry out their wishes in an efficient manner.

No matter your age, whether or not you have dependents, or are married, estate planning is your opportunity to prioritize your wishes and what matters most to you. This estate planning essentials checklist will help you think through the various elements of an estate plan and organize the details for your estate attorney.

To be financially literate is to know how to manage your money. That means having a handle on your expenses, saving and borrowing responsibly, and investing and planning for retirement and beyond. Use this checklist to identify educational opportunities and ways for your financial professional to help you learn more.

Are you at a point in your life where you have the desire and means to support community well-being? Making the change you want to see in the world requires intention, planning, and aligning your head with your heart. It takes developing your own philanthropic strategy. Use this achieving your philanthropic goals worksheet and checklist to help you develop your philanthropic vision on what impact you want to achieve. There is also a checklist for choosing a charity and additional references to learn more.

Managing the estate of a loved one can feel overwhelming as you try to figure out your duties and the steps to take. There are two distinct roles: an executor is responsible for administering the deceased’s estate, while the trustee is responsible for running any trusts created in the will. Whatever role you have, you'll be accountable for keeping complete and accurate records regarding your handling of it. The following checklist is designed to help you navigate the estate and trust administration process and understand what to do to settle your loved one’s estate in the days, weeks, and months after their death. Please consult with an estate attorney to make sure you have a complete understanding of all tasks that need to be undertaken.

Longevity planning is all about aging the way that you want. Keep in mind, whether you have a plan or you don’t have a plan, there will be a plan made. It's all about who makes the plan. Leverage this longevity planning worksheet and checklist to create a plan for yourself or to help your parents create their longevity plan. It's important to share any plans with relevant family members or loved ones so that they can make sure that your wishes are carried out the way that you want.