- The first days
- Where the will is and who drafted it. Who to call: lawyer, accountant, employer. Keys and who holds spares. Pets and dependents who need care right away.
- The first weeks
- Bank accounts, life and health insurance, pensions and provident funds, and identity documents. Where to claim, who to ask, and what the insurer will want to see.
- Assets to find
- Property, vehicles, investments, lockers, jewelry, and where a crypto wallet’s keys are kept. Money that others owe you.
- Things to stop or keep paying
- Loans, credit cards, utilities, and subscriptions. Email, phone, and social accounts, plus what you’d like done with them.
- More than one country?
- Tag each record to its country, and your family gets one checklist per country instead of one tangled list.
US and India have local field names built in. Every other country works with plain labels such as “ID number” and “account number.”