Honoring Legacy and Planning Ahead

Essential Documents for End-of-Life Planning

To assist in this process, we’ve compiled a checklist of crucial documents and information:

1. Last Will and Testament: Outlines the distribution of assets and can designate guardians for dependents.

2. Living Will: Specifies medical treatment preferences in situations where one cannot communicate their wishes.

3. Durable Financial Power of Attorney: Appoints someone to manage financial affairs if incapacitated.​

4. Durable Medical Power of Attorney: Designates an individual to make healthcare decisions on one’s behalf.​

5. Revocable Living Trust: Allows for the management and distribution of assets, potentially avoiding probate.​

6. Organ Donor Card: Indicates the decision to donate organs upon death.​

7. Do Not Resuscitate (DNR) Order: Communicates the wish not to undergo CPR or advanced cardiac life support.​

8. HIPAA Release: Permits designated individuals to access medical records and information.​

9. Funeral Arrangements: Details preferences for funeral services, burial, or cremation.​

10. Financial Information: Includes bank accounts, insurance policies, investments, debts, and other assets.

Taking the Next Steps

Organizing these documents may seem daunting, but resources are available to guide you. The National Institute on Aging offers a comprehensive checklist to help individuals gather and organize essential information .​

At Consider it Done Transition Services, we are committed to supporting older adults and their families through every stage of life’s transitions. Whether you need assistance with organizing documents, understanding legal options, or simply starting the conversation, our team is here to help.​

Embracing the Future with Confidence

As we celebrate Older Americans Month, let’s honor the legacies of our elders by encouraging proactive planning. By addressing end-of-life considerations with compassion and clarity, we empower older adults to face the future with confidence, ensuring their wishes are known and respected.​

For more information or to schedule a consultation, please contact Consider it Done Transition Services in Bloomington, IN. Together, we can navigate the journey ahead with dignity and peace of mind.