![]() _ I have thought about my relationships and how I want to move forward to resolve any unfinished business. _ I have listed my Personal Details out in case of emergency or some one else needs to retrieve it (passwords, contact information, accounts, etc.)Ī copy of my details list is located here: _ Personal & Family Connections I have a long-term savings plan and/or retirement plan.Ī list of my banking and financial accounts is located here:_ Online Accounts and Digital Details.I have a plan to meet my goal _ by this date _.I have _ weeks/months of expenses saved in case of emergency.I have completed a budget and track monthly actual costs to my budget._ I have reviewed my financial situation and, if necessary, discussed this with those closest to me. My copy of my policy is located here: _ Money (short and long-term financial planning) I have researched long-term Disability and completed all steps. ![]() I have researched short-term Disability and completed all steps._ I have researched Life Insurance options and purchased the best possible plan for me and/or my family. My copy of my living will is located here: _ Insurance Policies (life, disability, long-term care?) _ The living will is signed, notarized, and a copy has been given to those named or listed. Considered where and how I would like to be cared for if I were terminally ill and discussed this with those closest to me.Discussed or written down the type of funeral or memorial service you desire and any instructions about burial or cremation.Discussed your wishes friends and family (wants and don’t want).Additional information and notice to your doctor.Named a healthcare advocate and a back-up person._ I have completed my Living Will (also called an Advance Care Directive). My copy of my will is located here: _ Living Will (Advance Care Directive) _ I have completed my Will & Power of Attorney (POA) and listed: Durable Power of Attorney for Financial, Digital, and Medical, or other roles to people I trust and have a backup person listed for each role. The will is signed, notarized, and a copy has been given to those listed.
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