Using Check-Out
Enjoy step-by-step progress
Check-Out is Designed to Help You Plan.... Easily
Follow the Steps to Build a Plan that’s Easy to Create and Easy to Follow
Check-Out is designed to make legacy planning easy. Helpful prompts and tips show the ways and keep members focused. Communicating withe loved ones is made much easier with pre-filled letters and notes. In this section, learn more about Check-Out and how each section supports the legacy planning process.
Check-Out's Steps to Success
Each section specializes in specific aspects of life and beyond:
1. Having “The Talk”
Lead the discussion about legacy planning with family and friends. Invite them offer input and share their thoughts.
Learn More2. About You
Create a detailed profile of information on your family, accounts and providers. Upload important documents, off-site and safe.
Learn More3. Build Your Team
Add family and professionals as needed. Team Members no longer have to search for information when they have access!
Learn More4. Taking Stock
List your valuables, pets, vehicles and more. Upload photos. Decide who should receive your valued possessions and why.
Learn More
5. The Big Event
This is about the logistics of passing away. What do you wish done with your mortal remains? Write your obituary and upload your favorite photos. Learn More
6. Making Memories
Share the stories, photos, songs and movies that define you. Don’t let your life or legacy be forgotten.
Learn More7. Celebrate Your Life
Have a voice in the design of your final event, service or memorial. Determine the guestlist and recommend the perfect food, flowers and music.
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 section. Here is an introduction to some of the key elements of Your Office and how they support the successful completion of your CheckOutPlan:
CheckOutPlan™
This is like a progress report on each section of your CheckOutPlan. See the status of each page at a glance and access any form at will.
Using Check-Out
Need more support? This button brigs you back to this page for a quick overview of each section. Additional resources include the articles, FAQs and Help sections.
Team Dashboard
Use this shortcut to review and manage your Team. Send invites, add team members, edit information or remove them as needed.
Review Your Progress
Assess the progress of your CheckOutPlan at a glance. This dashboard helps you review your accomplishments and the items yet to be completed.
Using Check-Out is Easy
A successful CheckOutPlan should easily convey your thoughts and wishes. It is not only easy to build, but should be easy for the Team to interpret, making it easily understood. Here's how Check-Out's guided, step-by-step approach makes building a legacy plan easy:
Sign-up for your free trial
Communicate your plan with family & friends. Ask for their help or input
Take stock of the things in your life. Decide who gets what and why
Store important documents and information with confidence
Build a trusty Team & share any part of your plan when ready
Connect with Loved Ones
Engage family and friends by including them in your plan
Mortality 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-filled letters that can be easily edited and sent as needed. Encourage family and friends to get involved with the legacy planning process and keep them engaged and informed.
Your Feedback Matters
Together, we’re better. Please send your comments, thoughts and suggestions here:
FeedbackPeople Love Using Check-Out
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Ready to Learn More? Visit our Resources section
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