Organize recurring payments and subscriptions

Plan for the Future

Keep a record of the recurring payments and subscriptions you have so they are easily located later.

Those who manage life after loss will need to end recurring payments the deceased may have had.

To make this process easier, catalog general information about each service, including account information, usernames, passwords, etc.

These services include, but are not limited to:

Home Services

  • Electric
  • Gas
  • Water
  • Trash
  • Sewer
  • Heat
  • Housekeeping
  • Landscaping / gardener
  • Newspaper / Magazine

Digital Services

  • Cable TV
  • Phone (landline / mobile)
  • Internet
  • Streaming Services (Netflix, Hulu, HBO GO, Pandora, Spotify)
  • Cloud Storage (Dropbox, OneDrive, iCloud, Google Drive)
  • Software (Microsoft Office, Quickbooks, TurboTax, Norton)

Loan Payments

  • Mortgage
  • Home loan / payments
  • Car loan / payments
  • Student loan
  • Personal loans
  • Alimony
  • Child support
  • School tuition
  • Storage unit

Medical Care

  • Home care
  • Nursing care
  • Medication

General Memberships

  • AARP
  • Seniors associations
  • Alumni associations
  • Gyms
  • Country clubs
  • Religious organizations
  • Theaters
  • Charity foundations
  • Veterans associations

Personal Considerations


Is your cellphone part of a family plan?


Make sure other people with phones on the plan have official (i.e., established secondary) access to the account.

Use the links below to add authorized users to your accounts.


Leave behind documentation of your cellphone account number so that the executor of your estate can manage or close that account.


If your cellphone is part of a family pla:

Make sure other people with phones on the plan have official (i.e., established secondary) access to the account.

Use the links below to add authorized users to your accounts.

If you are not on a family cell phone plan:

Leave behind documentation of your cellphone account number so that the executor of your estate can manage or close that account.


Do you rent a storage space?


Make sure you have documented what is stored there, the location of the storage space, and relevant payment details for that space.


Make note of any other places in which you store items (such as at a friends or family members).


If you rent a storage space:

Make sure you have documented what is stored there, the location of the storage space, and relevant payment details for that space.

If you do not rent a storage space:

Make note of any other places in which you store items (such as at a friends or family members).


Do you have a time share?


Check any related materials for what happens upon your death. consult with an attorney to protect your heirs from this obligation.


Review the other tasks and questions.


If you have a timeshare:

Check any related materials for what happens upon your death. consult with an attorney to protect your heirs from this obligation.

If you do not have a time share:

Review the other tasks and questions.


Plan for the Future