Documents and Planning Checklist

February 16, 2021

HereToday enables you to secure and share your estate plans, medical directives, online accounts and digital assets, and legacy with an executor, family members and close friends. We do this by providing you with two encrypted, bank-level security vaults. Learn more about our security.

  1. The Vault protects your legal documents, insurance, banking information, online and social media accounts, and more. An executor or family member can quickly request access to these time sensitive documents. Prepare your family with an estate plan.
  2. The Legacy Vault helps you celebrate your life. Share your stories, favorite recipes, photos, music playlists, heirlooms and keepsakes, ancestry and lineage, and other items of emotional significance with family and friends. What’s your legacy?

Below is a checklist of documents you could add to your vaults. With each added document you can share the item with an executor, estate planner, financial advisor, insurance agent, and family members. Learn more about Family Preparation and Guidance. Like everyone’s life, each account is unique. You can easily customize the vaults and folders to suit your needs. 

Vault

Legal

In this folder we recommend you add the following Legal documents: 

  1. Attorney Contact Details
  2. Will / Living Will / Power of Attorney
  3. Advance Directives
  4. Trusts
  5. Social Security Card
  6. Birth Certificate
  7. Letter of Intent or Letter of Instruction
  8. Marriage Certificate
  9. Divorce Agreement
  10. Citizenship Documents / Passport
  11. Guardianship

Recommended Property documents:

  1. Home Mortgage
  2. Rental Property
  3. Timeshare Property
  4. Storage Facility
  5. Home or Bank Safe Deposit Boxes
  6. Vehicles

Financial

In this folder we recommend you add the following Financial documents:

  1. Financial Advisor Contact Details
  2. Bank(s)
  3. Investment Brokerage
  4. Investments
  5. Credit Card(s)
  6. Personal Loan(s)
  7. Home Loan(s)
  8. Student Loan(s)
  9. Auto Loan(s)
  10. Tax Returns
  11. Military Benefits
  12. Pensions
  13. 401(k) / 403(b)
  14. Eldercare Financial Support

Medical

In this folder we recommend you add the following Medical documents:

  1. Doctor(s) Contact Details
  2. Medications
  3. Allergies
  4. Illnesses
  5. Medical Equipment
  6. Preferred Hospital 

Advance Healthcare Directives:

  1. Advance Care Plans: Living Will, Durable Power of Attorney, and Health Care Proxy 
  2. Do Not Resuscitate Orders (DNR) / Do Not Intubate (DNI)
  3. Palliative Care Plan
  4. Physician Orders for Life-Sustaining Treatment (POLST)

Eldercare Documents:

  1. Eldercare Living Directive
  2. Name of Facility or Desired Facility
  3. End-of-Life Doula

Insurance

In this folder we recommend you add the following Insurance documents:

  1. Insurance Agent Contact Details
  2. Home Insurance
  3. Auto Insurance
  4. Health Insurance
  5. Social Security 
  6. Medicare
  7. Disability Insurance
  8. Life Insurance
  9. Veterans Affairs
  10. Eldercare – Long Term Insurance

Devices and Passwords

In this folder we recommend you add Devices, Usernames and Passwords:

  1. Computer Login 
  2. Mobile Phone Login
  3. Smart Home Logins
  4. Home Security System

Digital Subscriptions 

Potential Digital Assets and subscriptions could include:

  1. Password Manager
  2. Internet Provider and Account 
  3. Email Accounts
  4. Social Media
  5. eCommerce
  6. Online Payment Services
  7. Content Streaming
  8. Music Services
  9. Cloud Storage
  10. Blogging
  11. Gaming
  12. Messaging Services
  13. Travel Sites
  14. Frequent Flyer Mileage Programs

Prior to adding digital account information to HereToday, your prepared legal documents must comply with the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA).

Legacy Vault

Recipes

What are your favorite recipes that should continue for generations?

  1. Grandma’s famous eggplant lasagna
  2. Mom’s chicken soup
  3. Holiday cookies

Heirlooms

Share heirlooms with your family and friends, including these examples:

  1. Jewelry
  2. Timepieces
  3. Art
  4. Musical Instruments
  5. Furniture

Photos

You’ve experienced a full life and taken thousands of photos. Share your favorite images.

Stories

Tell family and friends about your incredible life.  Get inspiration from 100 Questions.

  1. What’s your family background?
  2. Where did you grow up?
  3. Were you married? 
  4. Did you have children?
  5. Did you have a favorite pet?
  6. Where did you work?
  7. Did you have a Military career?

Family Heredity

  1. Do you have an Ancestry.com account?
  2. Did you take a 23andMe.com DNA test?

End of Life 

Your requested End of Life, Funeral Arrangements & Preferences:

  1. Final Disposition
  2. Obituary
  3. Charities
  4. Donor

We hope this checklist has provided you with suggestions to help your family in their time of need and guidance.

NOTICE: This checklist is only used for guidance. Nothing about this list should not be taken as financial, legal, or medical advice.

 

Disclaimer. HereToday is not a legal service. This content should not be taken as legal advice. Before drafting any legal document, please consult an attorney.

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