Estate & Medical Planning Checklist

Step	Document / Task	Who Needs a Copy
1	Last Will and Testament	Spouse, Executor, Attorney, Bank
2	Transfer on Death Instrument (home, vehicles, etc.)	Spouse, County Clerk, Bank
3	Organ Donation Request	Hospital, Spouse, Family Members
4	Release of Liability	Attorney, Executor, Insurance Company
5	Executorships	Executor, Spouse, Attorney
6	Power of Attorney (Financial)	Bank, Spouse, Attorney
7	Living Will	Hospital, Spouse, Healthcare Proxy
8	Court/Legal Forms	Attorney, Spouse, Executor
9	Health Care Proxy	Hospital, Spouse, Proxy
10	Medical Power of Attorney (POA)	Hospital, Spouse, Attorney
11	Do Not Resuscitate (DNR) Order	Hospital, Spouse, Proxy

💡 Tip: Keep copies of these documents in both physical and digital form. Make sure trusted family members know where to find them quickly.