Free Estate Continuity Checklist
A practical checklist to help your family, executor, and advisors understand what exists, where it is located, and who to contact — without uploading private documents, passwords, or financial credentials.
What the checklist helps you organize
Companies & business interests
Entity structures, ownership, operating contacts, and succession notes
Real estate & property records
Deeds, mortgages, insurance, property managers, and tenant records
Trusts, wills & estate documents
Document locations, trustee contacts, executor designations
Advisors & key contacts
Lawyers, accountants, financial advisors, insurance agents, operators
Insurance policies
Policy numbers, providers, beneficiaries, claim instructions
Emergency instructions
Who to call first, what not to do, business continuity notes
Document locations
Where originals are stored, who has access, how to retrieve
Digital accounts & subscriptions
Account locations, platform preferences, access instructions
Why a checklist is not enough
A checklist helps you start, but families often need more than a list. They need a living roadmap: what exists, where it is, who manages it, and what should happen next. That is what a private continuity archive provides.
What not to upload
Lieu & Legacy is metadata-first. It helps track document locations and responsible people without storing the private documents themselves. You never upload:
What the checklist covers
A preview of the key areas the free estate continuity checklist helps you organize.
Business interests
- Company names
- Ownership notes
- Operating contacts
- Advisor contacts
- Insurance notes
- Succession instructions location
Real estate
- Property addresses
- Ownership entity
- Mortgage / lender contact
- Insurance provider
- Property manager
- Lease or tenant record location
Estate documents
- Will location
- Trust document location
- Power of attorney location
- Health directive location
- Executor / trustee contacts
- Lawyer contact
Advisors
- Lawyer
- Accountant
- Financial advisor
- Insurance agent
- Business partner / key operator
- Property manager
Emergency instructions
- Who to call first
- Where documents are stored
- What not to do
- Business continuity notes
- Family contact map
Get the full printable checklist with all sections and prompts.
Create Private ArchiveWho this checklist is for
Business owners
Organize entity structures, operating agreements, and succession instructions for your companies.
Real estate investors
Track property deeds, LLC structures, mortgages, insurance, and property manager contacts.
Families with complex estates
Centralize trusts, wills, advisor contacts, and emergency instructions across generations.
Executors and successors
Know exactly what exists, where documents are stored, and who to call in the first 24 hours.
Advisors helping clients
A structured framework to help clients document their estate continuity without storing sensitive files.
People who want a private roadmap
Build a living continuity plan before an emergency forces rushed decisions.
Lieu & Legacy provides organizational and continuity tools only. This checklist is educational and does not provide legal, tax, financial, investment, or estate planning advice. Always consult qualified advisors before making estate, tax, legal, or financial decisions.
Ready to build your private archive?
Start with the checklist, then create a private continuity archive for your companies, properties, advisors, document locations, and emergency instructions.