Chapters included in this Essential Life Kit workbook include:
- Important Documents – Keep track of vital paperwork and documents.
- My People – Maintain a record of the cherished individuals who should be informed.
- Critical Contact Info – Ensure that key contacts are readily accessible to handle your affairs.
- Important Professionals – Document the experts who play a vital role in your life.
- Neighbors and Friends – Recognize those in your support network.
- Pet Care – Make certain your beloved pets receive the care they deserve.
- Funeral and Obituary Prompt Helper – simplifying your end of life choices
- Do You Own a Business? – Suggestions for business planning succession
- Military Service – Steps to take to ensure you receive the appropriate military honors and benefits
- And…Many other topics to make sure you are prepared
When creating an end-of-life planning kit, it’s essential to include comprehensive information and guidance on various critical aspects. Here is a sample of subjects that will be covered in your workbook:
- Personal Information: Gathering personal details, such as full legal name, date of birth, and Social Security number.
- Medical Information: Documenting health history, medications, and any existing health conditions.
- Legal Documents: Addressing the creation or updating of wills, trusts, power of attorney, and other legal directives.
- Funeral Arrangements: Outlining preferences for funeral services, burial, or cremation, including specific requests and any prepaid arrangements.
- Financial Accounts: Listing bank accounts, investments, retirement funds, insurance policies, and any other financial assets or liabilities.
- Digital Assets: Detailing online accounts, passwords, and instructions for managing or transferring digital assets, including social media and email accounts.
- Property and Assets: Identifying real estate properties, vehicles, valuable possessions, and other assets, along with their intended beneficiaries.
- Final Wishes: Communicating any specific wishes or instructions not covered elsewhere, such as organ donation, memorial preferences, or charitable contributions.
- Contacts: Compiling a list of important contacts, including family members, friends, legal advisors, and healthcare providers.
- Legacy Planning: Documenting personal stories, values, and messages for loved ones, preserving a lasting legacy for future generations.
By addressing these vital subjects within an end-of-life planning kit, individuals can ensure that their final wishes are known and respected, alleviating potential burdens on their loved ones during a challenging time. Downloadable immediately.
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