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End-of-life planning checklist: A guide to the 12 documents you should consider (Source: FreeWill Co., Charles A. Borek, General Counsel, JD, CPA, MBA)

This excellent article by FreeWill.com Charles A. Borek, General Counsel, JD, CPA, MBA does a great job of explaining the documents and procedures needed to make it easier for you and your loved ones. I highly recommend you read in full the linked article and also download their "End of Life Checklist" that they provide.  

Link: End-of-life planning checklist: A guide to the 12 documents you should consider (Source www.FreeWill.com, Charles A. Borek, General Counsel, JD, CPA, MBA) 

Jump to section:

  1. Last will and testament

  2. Revocable living trust

  3. Beneficiary designations for non-probate assets

  4. Durable financial power of attorney

  5. Pet Trust

  6. Durable medical power of attorney

  7. Living will

  8. Life insurance

  9. DNR and POLST forms

  10. End-of-life housing arrangements

  11. Instructions for your digital assets

  12. Funeral instructions and burial arrangements

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