Free planning guide
Life-Event Preparedness Checklist
Marriage, divorce, a move, a birth, a death, retirement, or a major health change can make previously accurate family information outdated.
What to organize
- Update household and trusted-contact information affected by the life event.
- Review important document locations, family records, and professional contacts.
- Identify accounts, policies, or beneficiary information that may need direct review with the relevant provider or professional.
- Update emergency, caregiving, household, and legacy information that changed with the new circumstances.
Educational information only: This guide is for organization and preparation. It is not legal, medical, tax, financial, funeral-directing, or insurance advice.