End of Life Documents

• • Power of Attorney

    • Medical Power of Attorney - if your loved one is incapacitated, you need to get his/her physician's letter in order to use the Medical power of attorney.

    • General

  • Will

  • If Trusts - include bank and brokerage accounts, auto, real estate titles - consult with estate planners

  • Advance Medical Directive – gives power to named persons to make decision

  • Medical Release form – Authorize release of medical information to named people. Visit https://www.hhs.gov/hipaa/index.html for more information

• Location of Documents

  • List of login and passwords. Bank, Brokerages, 401k, Insurance, Utilities, Phone, Emails, Social Media (FaceBook, etc.)

  • Safe Deposit access and list of documents and assets in safety deposit box

  • List of assets and how to be distributed

  • Rental Lease

  • Birth Certificate

  • Marriage Certificate

  • Social Security Card

• Insurance Policies

  • Health

  • Life Insurance Policies

  • Long Term Care Insurance

  • Auto

  • Prepaid funeral, if any (get experiences from others)

• Financial information

  • Bank Accounts

  • Brokerage Accounts

  • CDs

  • Loans: Home, Auto, Personal

  • Accounts receivables

  • Pensions

  • Annuities

  • 401k, IRA

  • Real Estate holding, Titles

  • Auto Titles

  • Credit Card Accounts

  •  Designate beneficiaries for savings/money market/CD accounts, IRA accounts, 401k, Annuities and other such.

• Contacts

  • Attorney

  • Bookkeeper/Accountant

  • Insurance Agent

  • Services: electric, gas, water, sewer, garbage, cable TV, video streaming services, pest control

  • Phone Companies

  • Landlord

• Last Wishes (not covered and where)

  • Organ/Body Donation Form, visit https://www.organdonor.gov for more information

  • Type of Funeral Services

  • Clothing

  • Scatter of ashes

  • Asset disposition, charity

  • Any special requests