The Paperwork
Legal Documents
- Write or update your will
- Consider a revocable living trust
- Set up a durable financial power of attorney
- Set up a healthcare power of attorney / proxy
- Write an advance directive / living will
- Review and update all beneficiary designations
- Nominate a guardian for minor children, if applicable
The Money
Financial & Accounts
- Create a master list of all financial accounts
- Document all insurance policies
- Document all debts and obligations
- Review TOD/POD options for eligible accounts
- Document the location of any safe deposit box and who has access
- Consider pre-planning funeral arrangements and funding
Your Body
Medical & Health
- Record your organ and tissue donation decision
- Document your current medical history
- Create a current medications list
- Discuss DNR or POLST-type medical orders with your care team, if applicable
- Document your wishes for body disposition
Your Digital Footprint
Digital Life
- Set up a password manager and an emergency access plan
- Plan for your primary email accounts
- Document your social media accounts and your wishes for them
- Create a secure plan for cryptocurrency holdings
- List recurring subscriptions and auto-payments
- Document digital assets with monetary value
The Human Part
Personal & Family
- Choose and talk to your executor or personal representative
- Organize and document the location of important physical documents
- Document your funeral and memorial wishes in writing
- Write a letter of instruction for your executor
- Talk with the people who may need to act
- Make arrangements for pets
- Write an ethical will or legacy letter, if you want to
Pulse boxes first. They're the ones that keep strangers from making your decisions.