Having “The Talk”
Lead the conversation about legacy planning with those who matter most
Shed Light on an Otherwise Dark Topic
Use Check-Out to lead the conversation about legacy planning with loved ones
For most families, talking about legacy planning means talking about mortality. That's why Check-Out's first section is dedicated to communication and bringing loved ones into the discussion. This is an opportunity to engage family and friends, ask for input and even request support.
Lead the Discussion
Get the discussion started
Start important conversations with those closest to you
Talk about legacy planning
Share your intent to build a CheckOutPlan
Pre-written letters help
Letters are pre-written to get the conversation started, quickly & easily
Share with your parents
For parents who have not yet started their planning, help them get started
Ask for input & insight
Ask those closest to you for help with the big decisions
Share with your children
Children are often uncomfortable with legacy planning. Get them talking
Leading the Discussion
Help Family and Friends Have “The Talk” About Legacy Planning Using Check-Out
Connect with Family & Friends
Using Check-Out offers a great opportunity to connect with family and get them involved in the legacy planning process
Use Input to Make the Best Decisions
A legacy plan is for you and your family. Use their input to make the best decisions for everyone involved.
Write Personalized Just-in-Case Letters
Say everything you want them to know using the pre-filled forms. Check-Out's guided process makes it easy to get started.
What Would You Tell Them?
Lead the conversation about legacy planning with family & friends using CheckOutPlan
Find Support from Check-Out’s Resources Section
Helpful Articles for Having “The Talk”:
Start the Conversation
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