Checklist for End of Life Planning This list itemizes the things you need to do to prepare for end of life and provides the forms needed to put your affairs in order. This list can also serve as a discussion guide for you and your family to make it easier to address this difficult but necessary subject.
This form allows you to be as detailed as you choose in expressing your wishes for your final arrangements. You can be as detailed as you like in making your final plans including things like donations/flowers, music, the price range of the casket if you choose burial – you can even write your own obituary and include the photo you want used.
Special Bequests of Personal Items There’s no better way of letting friends and family members know how much they meant to you than by leaving them personal items that are meaning to you. It doesn’t have to be something of great value, things like books, photos and other mementos will let them know that you were thinking about them at a very significant time.
List of People to Notify Upon Death Most of us have people we would want to be told about our death from every part of our life including friends, family members, work associates, neighbors, social media friends, and others. Use this form to list the names of all individuals you want notified as well as their contact information.
List of Organizations to Notify Upon Death List the name and contact information of all organizations you want to know about your death like any club you belong to, place of worship, professional organizations, service providers, places where you volunteer, schools if you are a student, etc.
Identify and Location of Important/Valuable Items How many times have you heard or read about someone buying a valuable item for just a few dollars at a yard sale? This could happen to your valuable items if your heirs don’t know what items you own are particularly valuable like books, furniture, artwork, etc. and where these items can be found.
Will (Go to “FREE LEGAL RESOURCES” on our Home Page): Living Smart isn’t a legal resource nor does it give legal advice or provide legal documents. However, we believe that every adult should have a will so we listed several internet legal firms on the FREE LEGAL RESOURCES page of the website that offer this free document. We are in no way affiliated with these companies nor can we attest to their legal capabilities.
Checklist of Things to Be Done After Death The list of things that have to be done to settle an estate after someone dies, no matter the size, is a long one and growing longer every year with new laws and regulations. Not all items on this checklist will be applicable to every estate but it will help to make certain that nothing required is left undone.
Although none of the above tools are legal documents, it’s possible that someone may ask you to include a notary with one of the completed forms for their records. Just print out the notary form, attach it to the completed but unsigned Living Smart form and take to a notary for you both to sign.