How-to Write Your End of Life Plan: 3 Basic Steps Page 5

Discuss Options

It’s important to discuss end of life with your loved ones and advisors to gain more insights. For tips on starting the conversation with loved ones, visit and download the eBook “How-to Manage End of Life Planning” or see “End of Life Planning Resource List” later in this eBook for expert resources and guidance.

Make Decisions

When you’re ready, decide on the following end of life matters:

  • What you want for your final healthcare and comfort needs
  • How you want your assets distributed after your death
  • How you want to be remembered at your funeral or final services
  • Your choice for a Healthcare Proxy to make medical and financial decisions for you if you become unable
  • Your choice of an Executor to manage your assets after your death; you may choose to appoint a Digital Executor to manage your online accounts and digital content

Choose trusted friends, loved ones or advisors to serve in roles noted above. Be sure the people you choose understand your wishes and are able to accept the responsibility. You may find that the same person can fill multiple roles.

Collect Forms

Find the following forms that will become part of your basic end of life plan:

  • Advance Health Care Directive (or living will)
    This legal document, called an AHD, provides instructions for what kind of care and treatment you want if you become unable to make your own decisions
  • Last Will and Testament
    This legal document includes your wishes for distributing your financial and digital assets and other possessions after your death; it may include your wishes for your final services
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