It can be overwhelming to figure out what to do when someone dies. Whether you’re making plans for yourself or a loved one, end of life preparation will help you, your family, and your friends respond to your passing according to your wishes.
But, the process can sometimes seem overwhelming—by the time you reach old age, you’ll likely have diverse assets, specific wishes for certain properties and possessions, and strong preferences for your funeral or remains.
In this article, we’ll explore a few crucial components of an end of life planning checklist, a document that you can use to complete the process thoroughly and efficiently. After reading, you’ll be prepared to get the ball rolling on your end of life planning.
Arguably most important components of an end of life planning checklist besides an official death certificate, are estate documents. Estate documents help your friends, family, and medical providers act per your wishes after your pass on. Consider preparing the following documents:
To help your loved ones act per your wishes after you pass, you should create a detailed list of your desired funeral arrangements (if you want to have a funeral) and direct loved ones to handle your remains.
If you want a funeral, consider some of the following stipulations:
You should also decide what you want to do with your remains, like:
You should also assign one or more loved ones by name, if possible, to organize your funeral. While you can assign this to the executor of your will, you can reduce their workload by appointing someone else. You should also specify how to pay for the costs of your funeral and remains processing—whether you set aside funds in a specific account, sell a valuable asset, or place cash in a safe or lockbox.
To help your loved ones access and manage your assets after you pass, you should create a master list of all of your accounts and passwords. Include the following accounts and details:
Even if you’re not elderly, imagine how your family would prefer to settle your affairs—they’d want to manage your money, disburse your estate, close your various accounts, settle your debts, and prevent identity theft. Your master list should include everything they need to do so. On a side note, pick a life plan with coverage that would help out your family, so that when the time comes to settle your affairs, the family member in charge of carrying it out wouldn’t run short.
Who needs death certificates when someone dies? Well, to carry out your wishes and begin managing your estate, the executor of your will needs a copy of your death certificate. The process for obtaining a death certificate usually includes:
To avoid the hustle and bustle of getting a death certificate in person from a government office, simply fill out a form to apply for a death certificate and read our post about obtaining a death certificate online for more information.