The first step in your death preparation planning is to provide your personal details.
Yes, your family knows you, but additional personal details will be needed.
Funny thing about legal names. We tend to use nicknames quite a bit. For example, my sister is a "junior". She was named after my mother, but my mother had a nickname.
Since women are rarely juniors, I doubt there are more than a handful of people who know that my sister's legal name is not her nickname! I suspect even fewer would recognize her first name. It was never used, and most of our generation didn't know my mother's real name.
Make sure that you LEGAL NAME and peronsal details are in the hands of your lawyer, or Executor/Executrix or Person-in-Charge (PIC)!
Sometimes You Need Those Family Tree Details
While it may be different from state to state, in many instances, the Executor or Executrix will also need to know:
I know this sounds preposterous, but my dear friend was an only child, had been married and divorced and her ex-husband pre-deceased her, as had her parents. The courts in New York State insisted that I collect all of this information to be sure that anyone with a potential interest or claim to her estate be identified.
I ended up having to basically give them a family tree for hers and her parent's generations!
Before death, the three most important documents are a Power of Attorney (POA), a Healthcare Proxy (HCP) and a Living Will.
But none of these are valid after your death
LIfe insurance may be the first thing that comes to mind, but there is more...
These are the critical elements of what you leave behind and your bequests
During your life, circumstances change. Remember to update pre-planning documents and your final wishes periodically
Leave instructions for special items and collections. You probably understand their value better than others
Stp-by-step guide on what to do first. Calls, paperwork, care arrangements
Where do you start? Physical remains, funeral options, death certifications, memorial services and more...
Next hurdle - how to handle financial records and accounts
Key reminders on securing residences - owned or rented, apratments or houses - after a loved one's death
What you need to know to protect and eliminate the deceased's digital presence
Don't forget subscriptions, memberships and more...
Funny, helpful and special stories shared by others to help you through the process
For each section, download and personalize a pdf checklist