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Planning for What Happens Next

Specify, in a caring way, what you want to happen and how it should play out.

 

Why it Matters

Gain comfort and satisfaction knowing your Successors will take care of final duties the way you want. Leave them with peace and clarity, and help avoid conflicts among people who care about you, by making your wishes plain and simple.

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​What You Can Do

  • Work with your Successors to document your preferences. 

  • Use the Time to Remember People to Contact Upon My Death worksheet to identify family members, friends, clergy, employers and anyone else who should quickly receive the news of your passing. Also identify who should be contacted to care for any minor children, aging relatives, or pets that live with you. 

  • On the Time to Remember End-of-Life Planning Documents worksheet, list the names and locations of your will, burial plot deed, and/or other documents you create to design your final chapter. 

  • Make sure your Successors can access and close your social media accounts. Designate a contact using an online tool like Google's "Inactive Account Manager" or Facebook's "Legacy Contact."

  • Consider writing your obituary, using the Time to Remember Obituary worksheet as a template. Most obituaries are written by family members, assisted by funeral directors. People who write their own typically want to make sure friends and family know what was important to them, and they want to control the official narrative of their lives. You can also use the worksheet to list things you want included in your obituary even if you don’t write it yourself.

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Ready to take action? Select your worksheets here

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