Tools & Checklists

MyWayForward.com provides helpful tools and checklists for survivors to use when handling the affairs of the deceased. These tools and checklists are designed to be printable and complement the content at MyWayForward.com. These tools should not be used in place of the sections on the web site, which are more detailed.

All documents are available to print right from the page or to download in Portable Document Format (PDF) unless otherwise specified. You need a PDF reader to access the documents in PDF format. To download a free PDF reader, visit Adobe.com.

Tools and Checklists are separated by category below and listed in their entirety to the right, including those only available via a PDF download.






The contents of this checklist are intended to provide helpful suggestions to a family member or other survivor who has assumed the duties of concluding the affairs of a loved one/decedent. The list is not intended to be exhaustive. It is not intended to provide legal or financial advice nor to be relied on in lieu of such services.  If you have specific questions relating to an estate you are handling, you may find it helpful to consult with a probate attorney or financial professional.