No one ever plans to be sick or disabled. Yet, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure your wishes are honored, and ease the burden on your loved ones.
Curated Content Related Resources

Comprehensive Checklist: Getting Your Affairs in Order

National Institute on Aging
NIH United States
Updated: August 1st, 2025

Getting Your Affairs in Order Checklist: Documents to Prepare for the Future

No one ever plans to be sick or disabled. Yet, planning for the future can make all the difference in an emergency and at the end-of-life.

This list provides common steps to consider when getting your affairs in order:

1. Plan for your estate and finances

2. Plan for your future health care

3. Put your important papers and copies of legal documents in one place

4. Tell someone you know and trust or a lawyer where to find your important papers

5. Talk to your loved ones and a doctor about advance care planning

6. Give permission in advance for a doctor or lawyer to talk with your caregiver as needed

7. Review your plans regularly

Being prepared and having important documents in a single place can give you peace of mind, help ensure your wishes are honored, and ease the burden on your loved ones.