Free tool

Advance Care Planning Checklist

Organize health care proxy, advance directive, family conversation, clinician discussion, and document-sharing next steps before a crisis.

Educational information only. This is not financial, legal, or medical advice.

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Planning situation

Health care agent or proxy status

Advance directive or living will status

Clinician discussion

Family or helper discussion

Document access

State review needed?

Serious illness, memory change, or frailty concern?

Caregiver or trusted helper involved?

Would emergency helpers know where documents are?

Use this as a conversation checklist

Use broad planning answers only. Do not enter diagnoses, Medicare numbers, Social Security numbers, account numbers, or private legal details into this worksheet.

This checklist is educational and organizational. It is not legal, medical, financial, tax, insurance, or benefits advice. State rules vary, so confirm personal documents with qualified professionals or official state resources.

Official references: Medicare advance care planning, NCI advance directives, MedlinePlus advance directives, Eldercare Locator.

FAQ

Do I need an account?

No. You can run the tool first. Login is only needed to save or manage results.

Are results guaranteed?

No. Results are planning estimates and should be confirmed with communities, caregivers, or licensed professionals.