Organize the essentials
List key contacts, identification, insurance, accounts, property, recurring obligations, important documents, care preferences, and the location of originals. Avoid storing passwords directly in a general planning record.
Discuss care and decision-making
Talk with trusted people about values, comfort, spiritual or cultural practices, visitors, information sharing, and who should speak when you cannot. Formal directives and decision-maker authority depend on local law.
Record funeral and memorial ideas
Note burial, cremation, donation, service, music, readings, obituary, gathering, budget, and family-tradition preferences. Confirm current provider terms and costs rather than treating an old estimate as final.
Review the plan
Revisit the material after a move, diagnosis, marriage, separation, death, birth, major purchase, or change in trusted contacts. Tell the appropriate people where the plan and legally executed documents are kept.