πŸ“ Essential End-of-Life Documents

 


πŸ“ Essential End-of-Life Documents

  1. Last Will and Testament

    • Specifies how your assets will be distributed and names guardians for minor children.

  2. Living Will (Advance Healthcare Directive)

    • Outlines your medical treatment preferences if you are unable to communicate them.

  3. Durable Power of Attorney (Financial)

    • Appoints someone to handle your financial matters if you become incapacitated.

  4. Healthcare Power of Attorney (Medical POA)

    • Appoints someone to make medical decisions on your behalf.

  5. HIPAA Authorization Form

    • Grants access to your medical records to designated individuals.

  6. Revocable Living Trust (if applicable)

    • Helps avoid probate and allows for management of your assets during your lifetime and after death.

  7. Beneficiary Designation Forms

    • For life insurance, retirement accounts, and other financial accounts—ensure these are up to date.

  8. Funeral and Burial Instructions

    • A document outlining your wishes for your funeral, burial, cremation, or other arrangements.

  9. Organ Donation Authorization

    • Specifies if you wish to donate your organs and tissues.

  10. Letter of Intent or Legacy Letter

  • A personal message to your loved ones explaining your wishes, values, or any other parting thoughts.


πŸ’Ό Also Helpful to Include:

  • List of Assets and Liabilities

  • Login credentials to important accounts

  • Insurance policies

  • Real estate deeds and vehicle titles

  • Social Security and Medicare/Medicaid information 

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