Ultimate Life Prep Checklist: Be Ready, Secure Your Family’s Future

 

Life is unpredictable. Preparing ahead gives you and your family peace of mind. This checklist helps you organize personal, legal, financial, health, and family affairs—so nothing is left to chance.

1️⃣ Personal & Contact Information

Why it matters: Emergency identification and communication.

• Full legal name, nicknames, aliases
• Birthdate & birthplace
• Government-issued IDs (Passport, Driver’s License, TIN, SSS, PhilHealth, Voter’s ID)
• Current & previous addresses
• Emergency contacts

2️⃣ Health & Medical Information 

Why it matters: Ensures proper care in emergencies and honors your end-of-life wishes.

• Chronic conditions, medications, allergies
• Primary doctor, specialists, and hospital info
• Health insurance policies
• Medical devices & care instructions
• Living will or healthcare directive
• Organ donation & body wishes:
  
• Do you want to donate organs? Specify which ones.
• Instructions for body disposition (cremation, burial, donation to science, etc.)
• Any special medical procedures or limitations after death

3️⃣ Funeral & Memorial Planning

Why it matters: Removes burden from family, ensures wishes are followed.

• Prepaid funeral/memorial plans
• Casket, urn, burial/cremation preferences
• Hymns, readings, rituals
• Guest lists & officiants
• Budget & payment records

4️⃣ Financial & Legal Documents

Why it matters: Prevents disputes and ensures assets are properly distributed.

• Bank accounts, loans, debts, credit cards
• Investments, retirement plans, mutual funds
• Insurance policies (life, health, property)
• Wills, trusts, power of attorney

5️⃣ Property & Assets

Why it matters: Protects property rights and allows heirs to manage assets smoothly.

• Real estate: titles & deeds
• Vehicles: registrations & insurance
• Jewelry, collectibles, businesses
• Contracts & legal obligations

6️⃣ Digital Life

Why it matters: Protects your online legacy.

• Email & social media accounts
• Cloud storage & subscriptions
• Instructions for account management or deletion

7️⃣ Letters & Messages to Loved Ones

Why it matters: Guides and comforts loved ones even if you can’t communicate directly.

• Letters to children, spouse, or relatives
• Video or voice messages
• Guidance notes for heirs

8️⃣ Emergency Kit

Why it matters: Reduces last-minute stress.

• Cash & essential cards
• Copies of IDs & important documents
• Life plan documents
• Family & emergency contact list

9️⃣ Event & Memory Planning

Why it matters: Preserves family history and creates lasting legacy.

• Photos, videos, albums
• Memorial or celebration-of-life music
• Slideshows & digital backups
• Upload materials to platforms like EventPics

🔟 Instructions & Organization

Why it matters: Clear guidance ensures your plans are followed.

• Binder or secure folder for all documents
• Labeled sections & step-by-step instructions
• Trusted person aware of its location
• Regularly update documents

1️⃣1️⃣ Family & Communication

Why it matters: Keeps everyone informed and connected.

• Private family group (Facebook, Messenger, WhatsApp)
• Share updates, photos, news
• Make sure key family members know document locations

 Key Takeaways

• Preparation = responsibility + love + peace of mind
• Protect your family, secure your legacy
• Stay organized and keep communication open

This is Gerard Jude Orbase, Financial Consultant & Servicing Agent.

Message me on Messenger, call 0917-508-0745, or email gerardjude_orbase@yahoo.com to start planning your life prep and memorial arrangements.

Start today. Your family will thank you tomorrow.