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.
Document digital assets (email accounts, photo storage, social media accounts)
Outline funeral ceremony wishes
Document all insurance policies, financial accounts
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
Generate list of all medications and doctors and their specialties
Provide list of provider options for medication management
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