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It explains how to prepare legal documents, make administration easier, record important login and document details, and organize funeral and end-of-life preferences. The Checklist and Worksheet are not legal documents and should be completed confidentially and stored with a Will in a secure location until needed.",{"@graph":63,"@context":123},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/end-of-life-planning-checklist-and-worksheet/355420/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/end-of-life-planning-checklist-and-worksheet/355420.png","ImageObject",442,249,{"name":88,"@type":89},"Taylor Morgan","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-17","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115,119],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the End of Life Planning Checklist and Worksheet?","Question",{"text":109,"@type":110},"The Checklist reminds you of tasks to complete, while the Worksheet collects important information your executor or family may need after death.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Should the Checklist and Worksheet be treated as legal documents?",{"text":114,"@type":110},"No. They are not legal documents and should be completed confidentially and stored together with a Will in a secure, private location until needed.",{"name":116,"@type":107,"acceptedAnswer":117},"What kinds of personal arrangements information are included?",{"text":118,"@type":110},"The worksheet prompts for care of children, care of pets, stored reproductive material, and letters to significant people or video legacies.",{"name":120,"@type":107,"acceptedAnswer":121},"What end-of-life and funeral preferences can be recorded?",{"text":122,"@type":110},"You can record preferred location, who should be present, other preferences such as music, persons to be notified, and funeral preferences including burial or cremation and funeral service details.","https://schema.org",{"og:url":78,"og:type":125,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":127,"canonical":78},"index,follow",{"doc_id":129,"site_id":56},355420,1791359663,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":88,"user_avatar":134,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":30,"language":140,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":61,"update_tm":144,"read_time":145},1099523885336,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","End of Life  \nPlanning Checklist and Worksheet  \nIt is difficult to talk about death and dying with loved ones. This booklet supports those facing the end of their life by providing:  \n• A Checklist with reminders oftasks to complete, and  \n• A Worksheet to collect the important information that an executor or family member may need after death.  \nThe Checklist and Worksheet are not legal documents. They should, however, be completed confidentially and stored together with a Will in a secure and private location until needed.  \nContents  \nPlanning Checklist 1  \nPlanning Worksheet 3  \nPersonal Arrangements 3  \nImportant Information 4  \nEnd of Life Preferences 5  \nFuneral Preferences 6  \nDetails of Assets 7  \nDetails of Liabilities 9  \nLogins and Passwords 10  \nOther Important Details 11  \nNotes 12  \nPlanning Checklist  \nPrepare Legal Documents  \nWill  \nAdvance Care Directive Enduring Power of Attorney Superannuation Binding Death Benefit Nominations  \nOrgan Donation Registration Body Donation Consent Form  \nMaking Administration Easier  \nRoll superannuation into a single account (consider life insurance implications)  \nClose bank accounts that are not needed  \nList the preferred distribution of personal items not addressed ina Will  \nMake gifts of items prior to passing (consider tax implications)  \nWrite down how email, social media and online storage accounts are to be dealt with  \nList Important Information  \nLogin details and passwords Cryptocurrency access Organisation memberships Subscription services Utilities and bills (email/post) Assets and liabilities Location of safety deposit box, storage unit and safe Location of important documents  \n(Consider completing the Planning Worksheet on page 3)  \nGather Important Documents  \nSuperannuation statements Life insurance policies  \nBank statements  \nAsset purchase documents for capital gains tax purposes Leases / retirement home or residential care contracts Loan documents  \nBirth certificate, marriage certificate, passport  \n1  \nFuneral Planning End of Life Preferences  \nFuneral insurance or prepaid funeral plan  \nContact spiritual adviser Express preferences for burial or cremation, funeral service, charity in lieu of flowers  \nPallbearers  \nGuests to be invited  \nWho should be present Location  \nOther preferences (for example, music to be played)  \nPersons to be notified of death  \nPersonal Arrangements  \nCare of children  \nCare of pets  \nStored reproductive material (from IVF or fertility treatment) Letters to persons of significance / video legacies  \n2  \nPlanning Worksheet  \nThis Worksheet, when completed, provides important information an executor or family member may need following the death of a loved one. Some items may not apply and can be left blank. If more space is needed to answer a question, provide the details on a separate sheet and attach it to the Worksheet or use the Notes section on page 12.  \nFull Name    \n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \nPrevious Name(s)    \n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \nDate of Birth    \nPersonal Arrangements  \nCare of Children    \n\n| . . . |\n| --- |\n| . . . |\n| . . .\u003Cbr>. . . |\n\nCare of Pets    \n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \nStored Reproductive   Material (from IVF or  \nfertility treatment) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \n3  \nImportant Information  \nWill location    \nExecutor    \n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  \nAdvance Care  \n. . ","cbCaif4gdP6Qnwfv","https://ap.wps.com/l/cbCaif4gdP6Qnwfv","pdf",1025839,"English","# Planning Checklist\n# Planning Worksheet\n## Personal Arrangements\n## Important Information\n## End of Life Preferences\n## Funeral Preferences\n## Details of Assets\n## Details of Liabilities\n## Logins and Passwords\n## Other Important Details\n## Notes","[{\"question\":\"What is the purpose of the End of Life Planning Checklist and Worksheet?\",\"answer\":\"The Checklist reminds you of tasks to complete, while the Worksheet collects important information your executor or family may need after death.\"},{\"question\":\"Should the Checklist and Worksheet be treated as legal documents?\",\"answer\":\"No. They are not legal documents and should be completed confidentially and stored together with a Will in a secure, private location until needed.\"},{\"question\":\"What kinds of personal arrangements information are included?\",\"answer\":\"The worksheet prompts for care of children, care of pets, stored reproductive material, and letters to significant people or video legacies.\"},{\"question\":\"What end-of-life and funeral preferences can be recorded?\",\"answer\":\"You can record preferred location, who should be present, other preferences such as music, persons to be notified, and funeral preferences including burial or cremation and funeral service details.\"}]","End of Life Planning - Checklist and Worksheet | PDF",1790118734,6]