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Prepare your end of life planning documents. It's not uncommon to feel a bit overwhelmed as you begin this aspect of your Estate Plan. ... Decide between a will or trust. ... List your assets. ... Determine end of life housing. ... Decide on funeral and burial arrangements. ... Create Obituary and Death Notice.

Here are some examples of documentation that could be included in your in case of death file: Will. Living trust. Power of attorney. Life insurance policy. Birth certificate. Marriage license. Bank and credit card accounts. Loan documents.

While it's not always easy to think about dying, getting your affairs in order now could be one of the most helpful things you can do for your loved ones. Download and complete your free organiser and remember to: Take your time ? there's no rush. Talk about it with someone you trust.

Getting Your Affairs In Order Prepare Your Survivors. When you die, your survivors will have important decisions to make. ... Organize Your Files. ... Locate Important Papers. ... Make Funeral Arrangements. ... Get Certified Copies of the Death Certificate. ... Contact the Executor. ... Notify the Retirement System. ... Visit or Call Social Security.

There is a long list of tasks you need to do, so pace yourself. Depending on the number of accounts and properties you have, it will take at least a few hours to get it all done. But you don't need to do it all at once! We recommend you spend no more than an hour at a time over the course of a few weeks.

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

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.