What's in the checklist
Six categories — everything your family needs to keep organized and reachable.
Legal documents & estate plan
Wills, power of attorney, trusts, and property deeds — know exactly where the originals are.
Healthcare directives
Living wills, healthcare power of attorney, and DNR/POLST forms so your medical wishes are known and followed.
Identification
Passports, birth certificates, and Social Security cards for every family member.
Insurance policies
Health, home, auto, and life insurance policy numbers and provider contacts.
Financial accounts & digital access
Bank and investment accounts, outstanding debts, and instructions for digital accounts and passwords.
Key contacts
Your attorney, executor, and financial advisor — the people your family will need to reach.
Why families use this checklist
- Avoid scrambling for documents during a hospital visit or a natural disaster.
- Give every family member the same source of truth — no more "where did we put that?"
- Store the actual documents afterward in an encrypted family vault, not a shared drive.
Frequently asked questions
What's included in this estate planning checklist?
Six categories: legal documents (wills, power of attorney, trusts), healthcare directives (living will, healthcare power of attorney, DNR/POLST), identification, insurance policies, financial accounts and digital access, and key contacts like your attorney or executor.
Do I need a lawyer to complete these documents?
For documents like a will or power of attorney, yes — these typically need to be drafted or reviewed by a licensed attorney or a legal service in your state. KithKeep helps you organize and securely store these documents once they exist; it doesn't draft or provide legal advice.
Is this just a checklist, or does it connect to somewhere I can store the actual documents?
Both. The checklist is free to use on its own. KithKeep also offers an encrypted family vault where you can upload and store the actual documents once you've gathered them.
Can other family members see what I upload to the vault?
Yes — vault items are shared with everyone in your family space, not private to just the person who uploaded them.
How is my data protected?
Documents are encrypted at rest with AES-256-GCM, and access is limited to members of your family space.
Ready to get organized?
Create your free KithKeep account to download the checklist and start your family's encrypted vault.
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