Pick someone organized, reachable, and able to handle family dynamics. Ask before naming them.
Choose wellPlan ahead
Planning checklist
Organize wishes, documents, trusted people, and digital legacy at a pace that fits real life.
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3 tasks
People and authority
Name who should help, who should decide, and how they can find what they need.
Choose someone who can follow your wishes under pressure and share copies with clinicians once documents are signed.
Start conversationInclude close family, attorney, doctor, clergy, financial advisor, insurance agent, and anyone who should be notified quickly.
2 tasks
Wishes and care preferences
Make values and preferences visible before anyone has to guess.
Write down preferences for service type, music, readings, faith or cultural needs, burial or cremation, and anything you do not want.
Understand choicesDescribe comfort, independence, home, hospital care, spiritual support, and who should be present if health changes.
Learn hospice basics2 tasks
Documents and accounts
Help future helpers find records without creating privacy or security problems.
List where to find IDs, will, trust, insurance, deeds, vehicle title, military records, tax returns, and safe-deposit details.
List accounts and instructions, but keep passwords in a password manager with emergency access rather than a plain document.
Plan digital legacy2 tasks
Memorial and review
Prepare the pieces family often wishes they had and keep the plan current.
Collect names, dates, places, photos, favorite stories, service music, readings, and charities that matter.
Make a memorialRevisit documents, contacts, beneficiaries, passwords, and wishes after major life events or at least once a year.