End of Life Planning

Having your documents in order for end-of-life planning provides peace of mind, knowing your wishes will be honored and your loved ones will be taken care of. It helps avoid legal complications and financial stress for your family during a difficult time. Additionally, organized documents ensure that your assets are distributed according to your preferences, preserving your legacy and reducing potential conflicts among beneficiaries.

Important Documents

  • Document digital assets (email accounts, photo storage, social media accounts)

  • Outline funeral ceremony wishes

  • Document all insurance policies, financial accounts

Legal Documents

  • Provide assistance in hiring a lawyer to draft important legal documents (power of attorney, will, living will, healthcare directive, trust etc.)

  • Obtain certified copies of birth certificate, marriage certificate/s, social security card

Medical Documents

  • Generate list of all medications and doctors and their specialties

  • Provide list of provider options for medication management

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