End of Life Planning Checklist

Plan for Estate and Finances.

Do you need a will or trust?  Find a trusted financial advisor and get sound advice. But oh boy try not to put this off.

Power of attorney for finances. Can your loved ones pay your bills if you are suddenly unable?

Designation of executors

Plan for Future Health Care – make sure your loved ones know your wishes, and who will be making decisions

Advance Care Directive such as a signed POLST, 5 Wishes, or Honoring Choices.  Click here for more information, or call Beyond Hospice for assistance

List of all Your Current Medications

Health Insurance information

Long term care insurance information

Funeral Plans

Cremation or burial? Where?

If cremation, what kind?  Water or traditional?

There are financial benefits to pre-paying for services

Have you chosen a funeral home? Click here for some options

What are your funeral or celebration of life wishes?

Collect all Important Papers, Legal Documents

List of all assets

List of liabilities

List of sources of income

Names of account numbers of bank accounts/financial institutions

Life insurance policies

Copy of most recent tax return

Names and contact info of friends to share with close family

Collect usernames and passwords, including for your phone, cloud based services, etc.

Communication with designated executors and family

Review financial plans

Review who is your health care agent (who will make your health care decisions if you are unable to speak for yourself), and what your preferred end of life decisions may be

Precious possessions – who do you want to have them?

What are your favored charitable organizations?  People will want to give

What matters to me at the end of life is . . .

This is how my faith/spirituality informs my understanding of my dying . . .

A good death to me is . . .

What would you like me to know before I go?