End-of-life planning is a practical way to support the people you care about. When you take the time to organize key documents and personal information, you’re making it easier for your loved ones to honor your wishes and manage important details with confidence.
From legal paperwork to financial records and personal contacts, here’s a comprehensive look at what you need to prepare — and why it matters.
Last Will and Testament: Securing Your Legacy
A Last Will and Testament is the foundation of any end-of-life plan. It outlines how you want your assets distributed, names guardians for minor children and appoints an executor to handle your estate.
Keep a record of personal details with your will, including:
- Your full legal name and Social Security number
- Legal residence and birth information
- Names and addresses of your spouse, children and other key family members
- Locations of birth, marriage, divorce, citizenship and adoption certificates
Having this information easily accessible helps your executor manage estate matters efficiently and reduces confusion for your loved ones during a difficult time.
Living Will (Advance Healthcare Directive): Making Your Medical Wishes Known
A Living Will allows you to clearly state your preferences for medical treatment if you’re unable to communicate them yourself. Store this document with other important health-related information, such as:
- Copies of current prescriptions
- Health insurance details, including policy numbers and agent contacts
- Any medical orders like a do-not-resuscitate (DNR) form
- Names and contact information for your doctors and healthcare providers
Documenting your wishes and keeping this information updated helps your loved ones make informed decisions that reflect your values.
Durable Power of Attorney: Managing Your Financial Affairs
A Durable Power of Attorney (POA) gives someone you trust the authority to manage your financial affairs if you become incapacitated. Make their role easier by organizing:
- Sources of income (pensions, Social Security, IRAs, investments)
- Insurance policies and agents’ contact information
- Bank account numbers, including checking, savings, and credit unions
- Mortgage details, property tax obligations, and any outstanding debts
- Investment information with stockbroker contacts
- Copies of your most recent tax return
Clear records reduce delays and help your representative act on your behalf without added stress.
Funeral and Burial Instructions: Honoring Your Wishes
Documenting your funeral and burial preferences removes uncertainty for your loved ones. Include information like:
- Whether you prefer cremation, traditional burial or another option
- Any prearranged funeral plans or prepaid services
- Religious or cultural preferences for ceremonies
- Contacts for funeral directors or clergy you wish to involve
Store this information with your estate documents and personal contact lists to make it easy for family members to carry out your wishes exactly as you intend.
List of Important Contacts and Accounts: Keeping Everything Organized
A master list of your important contacts and account information can save your loved ones time and emotional strain. Include:
- Names and phone numbers of family, friends, advisors and healthcare providers
- Memberships in groups or organizations
- Safe deposit box location and key
- Credit and debit card information
- Car title, registration and loan details
- Location of your most recent will with an original signature
This list helps your loved ones access what they need without unnecessary searching.
Taking the Next Step: The Gift of Preparedness
End-of-life planning is an ongoing commitment to keeping your documents, personal information and contacts up to date as life changes.
By organizing your personal, financial and healthcare information alongside your legal documents, you make it easier for others to follow your wishes. You also give them the peace of mind knowing that everything is in place.
Start today by gathering your documents, updating your information and having honest conversations with those you trust. You’ll give your loved ones the lasting gift of preparation, and yourself the comfort of knowing everything is in place. Download our Personal Expressions Guide to start documenting your end-of-life wishes.
* This blog post is not intended to be construed as legal advice and all readers should consult with their own legal counsel if they have any further questions.
