All Topics Summary

Your life mission, the steps to get there, and a daily plan to make the most of your time.

• 1.My life mission
• 2.My goals for today(repeatable)

Your details, doctors, hospital, medications and the people to call if you are injured or incapacitated.

• 3.My contact information
• 4.Who to contact in an emergency(repeatable)
• 5.Power of Attorney
• 6.My doctors(repeatable)
• 7.Hospital(repeatable)
• 8.Basic health information
• 9.Pharmacy(repeatable)
• 10.My neighbors(repeatable)
• 11.My “GO TO” support team(repeatable)

Every policy you carry — home, auto, health, dental, life and funeral.

• 12.My insurance policies(repeatable)

Where your living will and will are kept, and who prepared them.

• 13.Living will / life directive
• 14.My will
• 15.Trust
• 16.Advance health care directive
• 17.Letter of instruction

Add each prescription you are on so your loved ones know what you take and where to get it.

• 18.My prescriptions(repeatable)

Emergency details for your children, your family tree, and care instructions for your pets.

• 19.Our children — in case of emergency(repeatable)
• 20.Family tree(repeatable)
• 21.Pets — in case of an emergency(repeatable)

How your family will communicate, where to meet, and who cares for pets and children when phones and power are out.

• 22.How we will communicate
• 23.Where we will meet(repeatable)
• 24.Who will take care of our pets(repeatable)
• 25.Who will take care of our children(repeatable)
• 26.Emergency kit and key items

Banks, credit cards, software and services — where each login lives.

• 27.Websites and services(repeatable)

Your accountant, attorney, banker, mechanic and other trusted service providers.

• 28.Service providers(repeatable)

Your devices, backups, VPN, secure email and the software you rely on.

• 29.Phones(repeatable)
• 30.Computers(repeatable)
• 31.Security & backups checklist
• 32.Software I use(repeatable)

Businesses, income, vehicles, property, crypto and trusts.

• 33.Businesses I own or have interests in(repeatable)
• 34.Sources of recurring income (including affiliate income)(repeatable)
• 35.Vehicles owned(repeatable)
• 36.Properties owned(repeatable)
• 37.Crypto currency(repeatable)
• 38.Trusts(repeatable)

Your credit scores and the debts to pay off to improve them.

• 39.Credit scores
• 40.Items to pay off to improve my credit(repeatable)

Payments for your household that must be made on schedule, so someone can keep your home running.

• 41.Household payments that must be paid on schedule(repeatable)

Payments for your business that must be made on schedule, so someone can keep the business running.

• 42.Business payments that must be paid on schedule(repeatable)

Inventory your monthly services and apps, cancel what you don’t use, and decide where the savings go.

• 43.Services I can cancel to save money now(repeatable)
• 44.Services, apps and software I pay for(repeatable)
• 45.What I did with the money I saved(repeatable)

A request-for-help form for friends, church and volunteers, plus your in-home care plan.

• 46.Request for help
• 47.In-home assisted living checklist

What needs to be done at home and who to contact if you are hospitalized.

• 48.What needs to be done while I'm in the hospital(repeatable)
• 49.People to notify if I'm hospitalized(repeatable)
• 50.What I need brought to me(repeatable)

A daily and weekly schedule of what happens when — for you, and for the family and helpers who come to take care of you.

• 51.My daily routine(repeatable)
• 52.Care schedule for helpers & family(repeatable)

Where and with whom you wish to receive hospice care.

• 53.My choices for hospice care
• 54.Hospice facilities I researched(repeatable)

Where your important documents are kept, and what is inside.

• 55.My boxes(repeatable)

The important stuff: forgiveness, encouragement, generosity and unfinished conversations.

• 56.What if I gave it my all?
• 57.My list(repeatable)

What matters most to you, your personal items, and making sure your assets reach the people you love.

• 58.What I want my loved ones to know
• 59.Who gets the personal items from my home(repeatable)
• 60.Making sure my assets are passed on(repeatable)

The people to reach out to if you pass away or become seriously ill, with a note to share with each of them.

• 61.If I die — notify these people(repeatable)
• 62.If I get sick — people to let know & ask for help(repeatable)

Funeral wishes, people to notify, burial arrangements and messages to loved ones.

• 63.My funeral wishes
• 64.People I would like contacted(repeatable)
• 65.My church / temple and clergy
• 66.My cemetery of choice
• 67.My choices for a funeral home(repeatable)
• 68.Funeral plot & burial insurance(repeatable)
• 69.Notes to my loved ones(repeatable)

A place for your thoughts, and a record of who you helped this week.

• 70.Who did you help this week?(repeatable)
• 71.Journal(repeatable)