Personal Preparedness Checklist

Damon Key Leong Kupchak Hastert
Personal Preparedness Checklist

Everyday life is complicated. When we’re unable to manage our affairs, become impaired or die, someone has to unravel the puzzles we’ve created. This checklist will help minimize delay and confusion.

Everyone should have current estate documents, which may include wills, trusts, durable powers of attorney, and advanced health care directives. They may also include POLST forms (Provider Orders for Life-Sustaining Treatment) prepared with your health care provider.

When you complete this checklist, we recommend: (1) you not save the document on your computer; rather, you save it to a thumb drive or other external storage; and (2) you keep one copy in your home safe or other secure storage and one copy in your attorney’s office. Be sure a responsible individual knows who your attorney is.

Download the fillable Personal Preparedness Checklist form

View the images below to see what the Personal Preparedness Checklist contains.