Final Expense Planning Checklist

Use this comprehensive checklist to prepare for your final expense planning. Complete each section by checking the boxes and filling in the applicable fields.

Full Legal Name:

Residential Address:

Mailing Address (if different):

Phone Number:

Email Address:

Social Security Number:

Date of Birth:

Citizenship Status (Passport, Driver’s License, or State ID):

Government-Issued Photo ID Type and Number:

Bank Account Information:

Current Medical Conditions:

List of Medications:

General Family Health History:

Beneficiary Full Name:

Beneficiary Relationship to You:

Beneficiary Date of Birth:

Beneficiary Contact Information:

Final Expense Planning Checklist

Final Expense Planning Checklist

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