Empowering families. Honoring legacies.
Hostage US is pleased to provide this checklist which outlines the essential steps to help you organize your financial and personal affairs. It’s a practical tool to support peace of mind for you, and for the people who may one day need to act on your behalf.
Legal Essentials
☐ Create or update your will
☐ Establish durable power of attorney (for finances)
☐ Create health-care power of attorney (for medical decisions)
☐ Write a living will (advance directive)
☐ Name an executor (and a backup)
☐ Set up a trust, if needed (to avoid probate or for special circumstances)
☐ Draft a letter of instruction (non-legal guidance for your wishes)
Financial Organization
☐ List bank accounts, credit unions, and safe-deposit boxes
☐ Document investment accounts (brokerage, IRAs, 401(k)s)
☐ Update beneficiary designations on life insurance and retirement plans
☐ Organize loan information (mortgages, student loans, car loans, etc.)
☐ Compile income sources (Social Security, pensions, rental income, etc.)
Property and Assets
☐ Record real estate ownership (titles, deeds, mortgage specifics)
☐ Inventory personal property and valuables (jewelry, art, vehicles)
☐ Specify recipients for family heirlooms
☐ Document any business holdings or partnerships
Life and Legacy
☐ Name guardians for minor children
☐ Provide instructions and funding for pet care
☐ Record funeral and burial preferences
☐ Include a legacy statement explaining the intent behind your decisions
Digital Life
☐ List online accounts (email, banking, social media, subscriptions)
☐ Store passwords securely (password manager or encrypted file)
☐ Appoint a digital executor (to manage online presence and assets)
Storage and Sharing
☐ Secure original documents in a locked or safe location
☐ Provide copies for trusted individuals (executor, spouse, attorney)
☐ Inform someone where essential items are located
☐ Review and update this plan every 3–5 years or after major life events
If you would like to make Hostage US a part of your estate plan, contact Laura Randall, Development Director at info@hostageus.org
