Dying Tidily Checklist
Who to Call
These are the people you will need/I would like you to call.
Solicitor
Accountant
Financial Planner
General Practitioner
Dentist
Friends & Family Members
Names & contact details
Respect My Wishes
These documents reflect my wishes.
Funeral Arrangements
State any preferences and details of pre-paid burial plots.
Health Directives & Information
These are details related to my health and care preferences. See further info/contact details attached.
• Consult _______________________________ (my partner/spouse/family) regarding my wishes as I have discussed with them
• Specific healthcare wishes or advance directives
• Medical preferences including organ donation
Subject Details
Specific healthcare wishes or advance directives
Medical preferences including organ donation
Important documents
These documents will be required to handle my affairs
Document
Birth Certificate
Marriage Certificate
Property Deeds
Passport
Drivers Licence
PPS Number/Public Services Card
Financial Records
These are details of my financial assets and beneficiary details. See full list, ownership & location details attached.
Usernames/ login details/passwords are stored/shared securely and kept up to date with (my financial planner/solicitor/a trusted third party)
Bank Accounts
Investment Accounts
Savings Accounts/State Savings
Pension/Post Retirement Accounts
Company shares/Share certificates
Insurance Policies
Loan & credit card details
Other assets
Digital Data
Details of my main digital assets are below including details of how I would like these to be managed/closed down.
Usernames/login details/passwords are shared, stored, and kept up to date securely with _________________________________________ (a trusted third party)
Requirements differ from by platforms/providers and are correct at ______________________ (date of last check & update).
Digital Asset Platform/Provider Details
Email account(s)
Social Media Accounts
Cloud Storage Account(s)
Photo Library
Music Library
Other Data
Other data that might prove helpful is detailed in the attached, including details of how I would like these to be managed/closed down.
Usernames/login details/passwords are shared, stored, and kept up to date securely with a trusted third party.
• Utility and other providers’ details
• Subscriptions & services – to maintain/discontinue
• Club membership details
Supplementary Documents & Information
See attached or enclosed