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 Build and Easy to Follow

Support the loved ones left behind by providing a plan that is not only easy to build, but easy to follow. Prompts and tips are designed to help while Check-Out’s step-by-step approach keeps you focused.

Welcome to Your Office

Check-Out’s Steps to Success

For each area of your, life Check-Out offers a section to help you plan for events just in case:

  • your office

    Your Office

    This is where the magic happens and your plan is built. Check-Out members enjoy complete access.

  • having the talk

    1. Having “The Talk”

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

  • about you

    2. About You

    Create a profile your information of your family and accounts. Provide direction on where your accounts are held.
    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.
    Learn More

  • taking stock

    4. Taking Stock

    List your valuables, pets, vehicles and more. Upload photos. Decide who should recieve your items and why. Learn More

  • the big event

    5. The Big Event

    The logistics of passing away. What do you wish done with your mortal remains? Write your obituary and list who to notificy with the news of your passing. Learn More

  • making memories

    6. Making Memories

    Tell your stories and share the photos and songs that define you. Don’t let your legacy be forgotten.
    Learn More

  • celebrate your life

    7. Celebrate Your Life

    Plan the event or service of your life. Decide who’s coming and who’s not invited. Recommend food, flowers and songs.
    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.

Review Your Progress

Stay up to date. Know what parts of your plan have been completed and what you’ve shared with your team, all at a glance

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.

Your Feedback Matters

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


People Love Using Check-Out

Happy customers say the nicest things

  • A Great Service

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


  • Everybody Should Do This!

    “Check-Out was really easy for me. The prompts helped me stay on track and get things done quickly.”

    -L.L. BScN, RN

  • 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. Love it.”

    – S.M.

  • Strong Security

    “SUPER comprehensive. I like knowing that lots of attention has been paid to security. Well done!”

    – K.R.

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