end of life planning checklist pdf

A Life File is a central place to keep how and what documents that ensure your wishes are honored at the end of your life and your loved ones have the information they need to take care of your affairs when you die. Estate documents help your friends family and medical providers act per your wishes after your pass on.


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In addition to creating a will a trust or any other legal documents you should create and End-of-Life Checklist to help your loved ones know where to find everything they will need to settle your estate.

. End-of-life care and quality of life. At the end of life. Gather and prepare your end-of-life planning documents.

There are no other treatments for us to try. Getting Started Identifying EOL ConcernsIssues Having Talks with Loved Ones II. Create a trust or a will.

Process and sign will andor trust documents Document location. This checklist will prepare you for the conversations and decisions youre going to have to make when naming a POA. Here is an easy end-of-life planning checklist that will be covered in more detail below.

By documenting and communicating these intentions you can reduce uncertainty or potential dispute with how your affairs are managed by. End-of-Life A RESOURCE FOR PLANNING END-OF-LIFE CARE End-of-Life Care Planning is not an easy subject but with the right support you can make decisions that honor your EOL wishes. Planning for end of life particularly with making and updating a will can provide peace of mind.

Choose template size including A4 A5 Letter Half Letter Happy Planner Pocket Filofax etc. Financial Plan Your financial plan includes disposition of all assets and a plan to cover all debts. Why you should make an End-of-Life Checklist.

The End of Life Document will allow you to record the wishes of the person himself or his trusted representatives regarding his health care on the verge of death as well as the further order of affairs after it. The End-of-Life Checklist is a supplement to the legal documents you should have already created. Evaluate the total picture of assets debts insur-.

Im sorry it may close the door to the possibility of a cure but it does not end the need for medical support. Planning your own funeral or memorial service can provide peace-of-mind to you and your family. It also helps make sure that they will know and respect your wishes.

Listed below are checklists to help you when organizing your affairs. Comfort care and pain management. ___ Special Bequest of Personal Items.

Nor does it end the involvement of family and friends. Knowing what needs to be accomplished and planning in advance can ease. Choose executor Choose beneficiaries When I die my money and things will go to the following people.

Thats because a will makes known what your intentions are for distributing your assets. M ost Amer icans understand why itÕs impor tant to plan for the futur e. Documents Financial records Financial account documents Car titles Social Security card Personal records Last wishes Organ or tissue donor designation Password list List of bills due dates Miscellaneous Instructions.

Arguably most important components of an end of life planning checklist besides an official death certificate are estate documents. List specific possessions you want to leave to designated people or organizations upon your death. Here are some of the many questions you should be asking yourself throughout this process as you plan for the spiritual legal financial health.

FFDiscuss your wishes for end-of-life care with the people you appoint in your healthcare directives. Key Points The many legal financial and other tasks that must be completed when a family member dies can often take surviving family members by surprise. This manual serves as a guide to help inform you and your families with information resources and tools to make thoughtful end-of-life decisions.

Click on the blue highlighted Living Smart form to be taken directly to that form. Knowing what needs to be accomplished and planning in advance can ease. The print-ready PDF file can be saved or sent to recipients by email.

Use an attorney or estate planner to create a will and develop a plan to eliminate probate and minimize estate taxes. Your living will document should state your preferences regarding medical treatments such as. List your assets debts and possessions.

If you choose it also can include guidelines for how to honor your life and your legacy. Use it as a checklist or for easy reference when putting your plan together. Consider preparing the following documents.

Lack of planning doesn Õt mean ther e is a lack of commitment. Burial and funeral arrangements. When a doctor says something like Im afraid the news is not good.

A living will indicates your wishes for end of life medical care if you become unable to communicate. One of the most important things you can do for the people who mean the most to you is prepare for when you are gone. Make sure to keep the paperwork in an accessible place and let your loved ones know where to find it.

End of Life EOL Planning Checklist I. End of life plans. FFDiscuss your wishes for end-of-life care with the people you appoint in your healthcare directives.

Topics for discussion planning for end-of-life issues now is very helpful to those who love and care for you. Essential File Documents Advance Directives Bank Accounts Financial Statements Insurance Policies Long Term Care Loans. Having your financial affairs materials and end-of-life instructions in order will give you all peace of mind.

Checklists for End-of-Life Planning. Pre-Planning Your Own Funeral or Memorial Service. End-of-Life Planning Checklist Check off each document as you complete the steps.

We know that creating a Life File. B ut when it comes to car ing for an aging lo ved one most families don Õt have a plan until ther e is a pr oblem. End of life planning or estate planning includes a.

Key Points The many legal financial and other tasks that must be completed when a family member dies can often take surviving family members by surprise.


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