Legacy Planning Tools for You & Your Family

Check-Out is a set of tools to help you and your family build a Legacy Plan for these uncertain times.

Peace of mind is hard to come by these days. Check-Out’s legacy planning tools will help you communicate what needs to happen in the event you can’t speak for yourself. Through this process, you will end up with a CheckOutPlan™. It is like a roadmap that allows everyone to rest easy knowing a plan in place and that the hard decisions have been made. You can do this!

 End-of-Life Plan for your Family

It Pays to Plan Ahead

Work with Family to Create Support & Direction. Here’s why:

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Prevent Family Conflict

Families often fight over the sentimental items. Avoid the damage caused by those fights by directing your family in advance by letting them know who and why.

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All Important Papers in One Place

Securely upload the documents and photos that matter most to you and your family. Don’t make them search or guess. Share what you want.

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Share Memories and More!

Tell your stories and the history of your family through the photos and music that define you. How would you like to be remembered?

Leave a Roadmap

A place to store important documents, photos and wishes all in one secure place

Explore Check-Out

Why Check-Out?

  • Don't leave them guessing

    Create your plan and upload important documents & photos

  • Add the latest changes

    Update your details with a few clicks…The only constant in life is change

  • Tell YOUR story

    Share a legacy of the memories, images and music that define you

Check-Out Benefits
  • Your CheckOutPlan is valuable

    Save time and money at the Lawyers or Estate Planners

  • Have the talk

    Lead discussion about legacy planning using Check-Out

  • Security & privacy

    Check-Out works hard to protect your security and privacy

People Love Using Check-Out

There’s no easier way to collaborate and plan

People Love Using Check-Out
  • Everyone Should Do This!

    “I don’t like computers at all, but using Check-Out was really easy for me.
    Super easy! The prompts helped me stay on track and get things done quickly. Anybody can do this… And everybody SHOULD do this!”

    L.L. BScN, RN

  • So Many Good Ideas

    “I love this idea of having everything in one place. It’s full of ideas I’ve never thought about but are so important. ”

    S.M.

  • Easy to Use

    “I found the “Using Check-Out” page super helpful. It helped to guide me through the various sections of CheckOutPlan quickly and easily.”

    K.R.

Check-Out’s sections help you to build a powerful legacy

Check-Out Helps - Steps to success
Who uses Check-Out?

Who Uses Check-Out?


  • People who want to prevent wasteful spending at the time of their passing

  • Elder parents who want to leave a lasting legacy of love and guidance

  • Smart planners who want to ensure their legacy will remain intact

  • The family and friends of someone with a critical illness

  • People who don’t want their life’s stories to be forgotten

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