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End of life planning workbook & checklist

Kelly Kowalski, Cliff Noreen, and Bronwyn Shinnick

Posted on August 14, 2022

Our executives and experts team up to write educational articles, covering a variety of financial topics such as life planning, college savings, and retirement.
End of life planning

After the emotional impact of a loss or long-term illness one of the toughest things loved ones face is the legal, financial, and logistical aftermath. It’s even harder if they don’t know where to find the information and documents they need, such as bank and credit card accounts, health care proxies, wills, and important contacts. By planning now, you can help make things easier down the road for the people you love.

Easing the burden on your loved ones

Thinking about how your loved ones will move on when you’re no longer with them is never easy. But by taking the time now to organize important information and write down what matters to you, you can help ease the burden on family and friends.

Our free guide and end-of-life checklist for getting your affairs in order helps you capture your important information in one place. This includes:

  • Insurance and beneficiary information
  • Key contacts, advisors and executors
  • Financial information and accounts
  • Online accounts, memberships and social networking
  • Location of important documents
  • Final arrangements and wishes

Planning for the future is an ongoing process

Simply let us know you would like to receive the end of life planning workbook and save the What My Loved Ones Need to Know guide and fill out the form fields. You should go back on an annual basis to update any information that may have changed over the past year. Make sure that your document is safely secured, perhaps in its own folder or with other important documents. Also make sure that your family will have access to these documents.

Planning for the end of life is never easy. But using the MassMutual end of life planning workbook and checklist will, with hope, make the task a little easier.

Learn more from MassMutual ...

Hospice care: What you need to know

How to make sure your heirs won’t fight

What to do when a loved one passes


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The information provided is not written or intended as specific tax or legal advice. MassMutual, its employees and representatives are not authorized to give tax or legal advice. You are encouraged to seek advice from your own tax or legal counsel. Opinions expressed by those interviewed are their own and do not necessarily represent the views of MassMutual.