Before Death Checklist

 

  • Update Your Will
    • Determine who will get your assets when you pass
    • This should be kept with your Power of Attorney (see below) and Advanced Directive (see below)
    • People who should have a copy: Lawyer, You, Power of Attorney (whoever you decide)
  • Designate Power of Attorney (when necessary)
    • Gives someone the power to make financial decisions for you, when you are not able to make those decisions for yourself
      • Ex. If you are in an accident and are left with no ability to think for yourself
    • People who should have a copy: Lawyer, You, Power of Attorney
  • Fill out Advanced Directive
    • Designates your medical wishes
    • People who should have a copy: Doctor, You, Power of Attorney
  • Prepare a Contact List
    • People who should be immediately notified of the death (immediate family, power of attorney, etc.)
    • People who should be notified and invited to the funeral/memorial
    • People who you DO NOT want notified and who are NOT to attend the funeral/memorial
  • Plan and Write Out Wishes
    • What type of service you would like
    • Where you want the service
    • Burial/Cremation/Donation to Science
    • Where you are to be buried/cremated
  • Write an obituary (optional)
    • Allows you to decide what is written
  • Make a list of important account information
    • All accounts so they can be closed after your death
      • Bank
      • Utilities
      • Cable
      • Cell Phone
    • Where your accounts are (bank, phone, etc.)
      • Which bank?
      • Which cable company?
  • Make a list of death benefits & insurance policies
    • Auto insurance
    • Home insurance
    • Life insurance
    • Veteran services
    • Social security
  • Make a list of assets
    • Titles
    • Registrations
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1 Comment

  1. Considering suicide partly due to life being “overcomplicted”. Seems preparing to die is also overcomplicated! There should be a “Suicide for Dummies” book available! Hmmmmmmm?

    Reply

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