Take Care of Yourself and Prepare Yourself, Finalize Future Plans

After having crucial conversations about the future, finalize the decisions made with formal documentation.

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Finalizing Future Plans

Helpful Highlights

Take the results of the crucial conversations about future planning, disability, and death and formalize them with legal and financial documentation. Use those documents to inform other family members of the decisions made. Provide these documents to your loved one’s attorney, primary care physician, financial advisor, appropriate family members, and clergy (if desired). This actually removes anticipation, which is a good thing here, because the actions desired and required have already been decided.

Legal documents comprise:

Financial documentation should include an itemized list of the following that your loved one utilizes:

No content in this app, regardless of date, should ever be used as a substitute for direct medical advice from your doctor or other qualified clinician; or any direct legal advice you receive from your lawyer or other qualified legal professionals; or direct advice from a licensed insurance broker or other qualified plan-payer professional.

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