Farewell Checklist

The farewell checklist helps you stay organized during a difficult time. It covers the essentials so nothing important is left undone.

What the Farewell Checklist Is

A farewell checklist is a task list for the practical steps that follow a loss: notifying family, arranging services, finding documents, and handling immediate needs. It’s called a farewell checklist because it’s about saying goodbye—not just memorial planning—and it guides you through the full process.

Creating One for a Family Member

You can create a farewell checklist for a family member from your family dashboard. Select the person and choose “Create farewell checklist.” The checklist will be tied to that family member so you can track progress in one place.

Customizing Tasks

Each checklist includes common tasks. You can add your own tasks, remove ones that don’t apply, and reorder items. Every family’s situation is different—customize the list so it fits yours.

Tracking Progress

Mark tasks as complete as you go. The checklist shows what’s done and what’s left. You can return anytime and pick up where you left off. No need to rush; work at your own pace.

Sage Can Help

Sage can help you create a farewell checklist. It can suggest tasks based on your situation and remind you of steps you might have missed. Ask Sage from your dashboard or from the checklist page.

A Supportive Guide

The farewell checklist is designed to reduce overwhelm. It helps you stay on track without feeling rushed. Use it as a supportive guide—you’re in control of what to do and when.