Organizing What Matters

Important Documents Checklist

Show document categories a family should know exist and be able to locate.

JMF-RESOURCE-DOCUMENTS-CHECKLISTSESSION STORAGE ONLYAnonymous allowed

Boundary

What this resource does and does not do.

This free resource is educational and preparatory. It does not provide legal, tax, financial, funeral, or professional advice and does not replace a paid JMF planning service or independent professional review.

AudienceFamilies starting document organization.

Lead captureOptional

Dataverse persistenceNo automatic persistence

Sensitive dataProhibited

Do not enterdocument contents, account numbers, passwords

Natural Next Step

Estate Organization Package

You may want to consider this service if the resource shows a planning gap or a family need that would benefit from JMF support.

Get Organization Help

Important Documents Checklist

What this resource does and does not do.

Estate Organization Package

Use this without creating a client record.