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Estate planning checklist: How to start getting your affairs in... Take inventory of your belongings. Make a last will and testament. Find a trusted estate executor. Consider a living trust. Opt for a power of attorney. Write a living will. Prepare for estate tax obligations. Get your digital assets in order.

AfterSteps is an online service that helps users and families get their affairs in order. The service allows members to access estate planning forms, securely store important documents, catalog financial and digital account information, and document final wishes.

Five Wishes Paper is a traditional printed booklet to complete by hand. It meets requirements in nearly all states. If you live in one of only four states (New Hampshire, Kansas, Ohio, or Texas) you can still use the Five Wishes Paper but may need to take an extra step.

They can include a healthcare proxy (someone you designate to make decisions about your healthcare if you are incapacitated); a living will (guidelines about the type of care you want or do not want); and a Medical Orders for Life Sustaining Treatment (MOLST) form (a document signed by your doctor outlining the type of ...

A living will is a document that lets you outline your healthcare preferences in the event you can't communicate them yourself. You can state your wishes about the medical treatments, medications, and procedures you do or do not want to receive.

When you're getting your affairs in order, it's important to prepare and organize important records and files all in one place. Typically, you will want to include personal, financial, and health information. Remember, this is a starting place. You may have other information to add.

The doctor is telling them that they have a short time to live and that they should get their affairs in order.

The Five Wishes document is a way for you to communicate your desires for how you want to be treated?medically, physically, and spiritually?if you get seriously ill and/or death is near. For your family, Five Wishes ends the bedside guessing game of what you want or do not want at the end of your life.

How to financially plan for your death (so your loved ones don't have to) Get covered by life insurance. Let's talk about life insurance. ... Make a list of online accounts and passwords. ... Set up Power of Attorney. ... Make plans for your funeral. ... Inventory all personal items. ... Create your will.

Estate planning: 11 things to do before you die Gather important documents and contact innformation. Execute a last will and testament. Complete a living will or advance directive. Put in place a power of attorney. Consider a living trust. Update your beneficiaries. Secure your digital assets. Plan final arrangements.