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.
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 is the core of your plan. All sections are accessed from this page. Let the discussions, planning and sharing begin!
1. Having “The Talk”
Lead the discussion about planning and mortality with family and friends. Invite them to help and to share their thoughts.
2. About You
Create a profile of information about yourself, your family and your accounts. Don’t make your team search for info!
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.
4. Taking Stock
List your valuables, your accounts, the care of pets, your vehicles and more. Decide who should receive your items. Learn More
5. The Big Event
Manage the logistics of passing away. What should be done with your mortal remains? Write your obituary and notify people.
6. Making Memories
Tell your stories by adding the stories and photos that define your life. Don’t ever let your legacy be forgotten!
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.
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:
This is it! Your CheckOutPlan provides a concise guide to your wishes, allows approved team members to access and share your memories and more.
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.
Use this shortcut to visit and manage the Team Dashboard where you can invite, add team members, edit or delete them as needed.
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:Feedback
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
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
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!”
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.
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.”
At My Own Pace
“I like that I can work through my plan at my own pace and make changes anytime I want to.”