Free local-only tool
Legacy handoff readiness checklist
Review the practical categories a trusted person may need, mark what is ready, and print a clear list of completed and remaining steps.
What readiness means
Readiness is not a promise of automatic delivery. It means a person you choose can understand where to look, what you want them to know, and which official provider or professional processes may apply.
- People and responsibilities
- Important records and their locations
- Digital account continuity arrangements
- Household duties and care instructions
- Wishes and professional documents
- A simple practice run
Keep secrets out of the checklist
Do not enter passwords, recovery keys, full account numbers, government identification numbers, or document contents. Record only whether an arrangement exists and where an authorized person can find the controlling information.
Educational, not professional advice
The checklist cannot determine whether a document is legally valid or whether an arrangement is complete. Ask qualified legal, financial, tax, medical, or other professionals to review matters in their field.
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