Team Support

Helping Team Members be the best they can

Being a Team Member offers Rewards & Responsibilities

When a loved one asks you to help them with their end-of-life plan, they have put their faith and trust in you. Make them proud!

When you accept the responsibility of being a team member, it is important to understand the expectations and ethics therein. Essentially, you are entrusted with a set of tasks and accomplishing those tasks will help move everyone closer to healthy closure. Successfully fulfilling your role as a Team Member may look different from one family to the next. But ideally, both the CheckOutPlan subscriber and the Team Member play an active role in getting it right.

Build Your Team

Every task is easier with a little help from your friends


Fulfilling your own role as a team member and supporting other members in theirs is the key to a successfully completed CheckOutPlan

Tell Your Friends

How does one become a Team Member?


The journey to becoming a Team Member often begins in the form of an invitation received from a loved one who happened to be a member of Check-Out. This invitation may also contain a basic outline of the tasks the Check-Out member is requesting of you.

Once you have accepted this invitation, your loved one may send a more detailed overview of the tasks you will be entrusted with. They may provide access to their Team Dashboard where the completed parts of their CheckOutPlan are held. Here, Team Members can view any part of the plan that has been completed or added by their loved one.

What does a Team Member actually do?


When you agree to become a Team Member, you are being entrusted to carry out duties by the deceased. Not only are they counting on you, family and friends are as well. It is important that all Team Members are guided by the following principles when carrying out the duties and tasks they have agreed to:


  • Honesty

    Team Members need to be honest, willing and available to take care of the tasks they have agreed to.

  • Respect

    Work to the very best of your ability to be respectful of the deceased’s memory, possessions, privacy and family. Good intent can go a long way to keeping the peace with others.

  • Reliability

    If you agreed to be available, do everything in your power to do so.

  • Discretion

    All Team Members should be discreet and a keeper of all matters related to the deceased. Use your discretion when revealing any information to anyone as it relates to your team duties.

  • Availability

    As schedules and demands change, it can be challenging to predict availability when you are needed for these duties. Have a back-up plan ready and communicate with the Team Leader to confirm.

  • Be a Team Player

    You’re not alone. Listen and communicate with members of the Team, family and friends as needed. Support the needs of other Team Members wherever possible.

For Team Leaders


The depth of your role and responsibilities as a Team Leader may be dependent on whether an executor is also involved. possible, check with your loved one to confirm expectations and duties.
A great Team Leader should be the point person for all other Team Members. For more on the role of a Team Leader, read the tips below and visit checkoutplan.com/how-to-build-a-great-team


When possible…


  • Confirm whether the Check-Out member has a will and whether they have added their CheckOutPlan to their will.

  • Confirm whether the Check-Out member has assigned an executor. If so, a meeting or call between the member, executor and yourself is ideal.

  • Confirm whether there are existing conflicts amongst family or friends that may prove challenging.

  • Confirm any information or details the Check-Out member wishes to be kept confidential.

  • Confirm the location and management of funds needed to fulfill wishes and who has access. Ensure that that person is aware of the plan.

  • Confirm what rewards may be available for team members in advance and how to access them when the time comes.

  • Communicate any issues you may have with other Team Members or challenges you foresee with the CheckOutPlan Subscriber.

After passing…


  • Consider hosting a dinner or get-together for the Team in advance to connect and set a positive tone.

  • You’re the captain! Be the point person for all Team Members.

  • Be a problem-solver. Work with Team Members to find solutions to challenges as they arise.

  • Be flexible. If a Team Member is unavailable when the time comes, have an alternative plan available.

  • Be ready to listen and solve conflicts as they arise.

  • Be true. Remember, these are wishes that have been entrusted to you. Do your best to ensure they are carried out as accurately as possible.

Making a difference in the lives of family & friends


Being a Team Member can be considered a selfless act… With rewards. Find out more by visiting our Resources section for supportive articles related to being a great Team Member or Leader.


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