Using Check-Out

Enjoy step-by-step progress

Check-Out is Designed to Help You Plan… with Ease

Follow the steps. Build an end-of-life plan that’s easily understood ultimately useful

Support loved ones left behind just when they need it most. Your CheckOutPlan is a guide to your wishes and how you want to be remembered. The guided, step-by-step approach to planning helps you get started and stay focused to complete your plan. Use your CheckOutPlan today when visiting your lawyer, insurance or accountant.

Welcome to Your Office

Check-Out Steps to Success

Each step is carefully designed to support end-of-life planning in each of the key areas of your life. For example, use the pre-written letters to easily communicate with family and friends on related subjects. Take stock of the possessions in your life and what you would like done with them when the time comes. As well, gather the stories and photos that tell the story of you. Here’s an introduction to the 7 steps of Check-Out and how they work together to support your plan:

  • your office

    Your Office

    Your Office is the core of your plan. All sections are accessed from this page. Let the discussions, planning and sharing begin!

  • having the talk

    1. Having “The Talk”

    Lead the discussion about planning and mortality with family and friends. Invite them to help and to share their thoughts.
    Learn More

  • about you

    2. About You

    Create a profile of information about yourself, your family and your accounts. Don’t make your team search for info!
    Learn More

  • build your team

    3. Build Your Team

    Give family and friends the opportunity to help carry out your wishes when the time comes by giving them access to their own dashboard.
    Learn More

  • taking stock

    4. Taking Stock

    List your valuables, your accounts, the care of pets, your vehicles and more. Decide who should receive your items. Learn More

  • the big event

    5. The Big Event

    Manage the logistics of passing away. What should be done with your mortal remains? Write your obituary and notify people.
    Learn More

  • making memories

    6. Making Memories

    Tell your stories by adding the stories and photos that define your life. Don’t ever let your legacy be forgotten!
    Learn More

  • celebrate your life

    7. Celebrate Your Life

    Plan the event or memorial service of your life. Decide who’s coming and who’s not invited. Recommend food, flowers and music and more.
    Learn More

More about Your Office

Within Check-Out, your plan is built and stored in “Your Office.” From this central location, it is easy to navigate to each workspace or section. Here is an introduction to some of the key elements of Your Office and how they support the successful completion of your CheckOutPlan:

  • the big event


    This is it! Your CheckOutPlan provides a concise guide to your wishes, allows approved team members to access and share your memories and more.

  • taking stock

    Using Check-Out

    Need more support? This button takes you to an overview of the sections used to build your CheckOutPlan. Other resources include articles, FAQs and Help sections.

  • your office

    Team Dashboard

    Use this shortcut to visit and manage the Team Dashboard where you can invite, add team members, edit or delete them as needed.

  • having the talk

    Review Your Progress

    Assess the progress of your CheckOutPlan at a glance. The status helps you review your accomplishments and the items yet to be completed.

Your Feedback Matters

Together, we’re better. Please send your Check-Out comments, thoughts and suggestions here:


Using Check-Out is Easy

A successful Check-Out plan is not only easy to build, but should be easy for the team, and family and friends to act on when the time comes. Check-Out’s guided, step-by-step approach makes building and sharing your personal plan easy.

  • Create your free account

  • Visit Your Office and get started

  • Communicate your plan with family & friends. Ask for their help or input

  • Take stock of your life. Decide who gets what, and why

  • Build a trusty team & share your plan when ready

Introductory Letter
Follow the Steps

Connect with Family

Engage family and friends by including them in your plan

Death is often one of the most difficult subjects to discuss. That’s why our planning process begins with Having “The Talk.” This section encourages constructive conversations with loved ones. CheckOutPlan makes it much easier with pre-written letters that can be easily edited as needed. Send these letters to the people in your life who need to know. Encourage family and friends to get involved with the planning process. Keep them engaged and informed.

People Love Using Check-Out

Happy customers say the nicest things

People Love Using Check-Out
  • The Importance of History

    “When I started to write my family’s history, I realized how important to was to make sure my kids would know where we came from. Now they’ll know, no matter what.”


  • Everybody Should Do This!n

    “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.

  • What a Great Service!

    “Thank you for this – Check-Out is really, really awesome, what a great service!”
    I will definitely recommend it to my network for sure.

    – K.R..

  • Everything in One Place

    “I love this idea of having everything in one place. It’s full of ideas I’ve never thought about but are so important. And, CheckOut is super easy to use. It’s so nice to be able to add photos and to print what you want. Love it.”

    – S.M.

  • At My Own Pace

    “I like that I can work through my plan at my own pace and make changes anytime I want to.”

    – L.L.

Pay It Forward

Know someone who could benefit from CheckOutPlan? If you’ve enjoyed using our services, please share the good news…

Tell Your Friends

Start Your Own CheckOutPlan for Free Today!

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