A Check-Out Plan helps you plan for the future
Peace of mind and a voice in the room. A Check-Out Plan helps you gather and organize… Life’s facts
Use Check-Out to make your important information available. The actions you take today can save time and stress for loved ones, so protect them! Life can be complicated but it doesn’t need to be. Check-Out is like a self-guided estate plan that you can share with the people most important to you. Let’s do this!
It Pays to Plan Ahead
Ask Family & Advisors for Input. Here’s why:
Communicate Your Wishes
How would you want your household managed if you were unavailable for any number of reasons? Here’s a chance to let your family know.
All Important Papers in One Place
Make important documents and photos accessible for loved ones. No more searching and stressing! No more lost family history. Clear instructions. Easy!
What Legacy will You Leave?
Tell your stories and the history of your family through the photos and music that define you. How would you like to be remembered?
Build a Roadmap
A place to store important documents, photos and wishes all in one secure place
Don't leave them guessing
Create your plan and upload important documents & photos
Keep details current
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
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
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. ”
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.”
Check-Out’s sections help you to build a powerful legacy
Who Uses Check-Out?
People who want to prevent wasteful spending at the time of their passing
Elderly parents who want to leave a lasting legacy and guidance
Advisors & planners who want to improve service to their clients and their business
The family and friends of someone with a critical illness
People who don’t want their life’s experiences to be forgotten