Our intent on this website and in your death preparation discussions is NOT to provide advice or detailed information regarding your wills, trusts, and estate plans!
You need to consult and work with a lawyer in your home state to decide what works best for you and your situation.
However, it is important to distinguish between these three documents, so that you will understand why death planning and our When I Leave You guide (click below to download) are so important :
What is important for you to do during your death planning process is to ensure that the information in any of these legal documents is included on your death detail preparation form, such as our When I Leave You guide.
At a minimum, the information you to include is:
Please be sure to have your Final Will signed and witnessed !
Give a copy of all of these documents to the Executor/Executrix of your estate!
What is your full legal name?
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 that comes to mind, but there are more...
During your life , circumstances change. Remember to update pre-plannning documents and your final wishes periodically
Leave instructions for special items and collectibles. You probably understand their value better than other
Step-by-step guide on what to do first. Calls, paperwork, care arrangements, etc.
Where do you start? Physical remains, funeral options, death certificates, memorial services and more...
Next hurdle - how to handle financial records and accounts
Key reiminders on securing residences - owned and rented, apartments and houses - after a loved one's death
What you need to know to protect and eliminate the deceased's digtial 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