Did you know that according to the American Bar Association, 55% of Americans die without a a will or an estate plan. Which means lots of families are being left with a stressful mess—a mess that can be avoided!

How many of the items below can you check off?

Will

  • I have a will
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Medical Power of Attorney

  • I have a Medical Power of Attorney.
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Financial Power of Attorney

  • I have a Financial Power of Attorney.
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Living Will (also known as an Advance Directive or Health Care Directive)

  • I have a Living Will (also known as an Advance Directive or Health Care Directive).
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Final Wishes

  • I know what I want to have done when I die (i.e. burial, cremation, organ donation)
  • I know what I want my funeral to look like.
  • I know what I want done with all my stuff (including private letters, diaries and journals).
  • This information is written down in one or more lists.
  • Someone else (other than my attorney/financial advisor or doctor) knows where the lists are.

Computer and Cell Phone Access

  • My passwords are written down and located in a secure place or I use an on-line, secure password program.
  • Someone knows where this list is located.
  • This list has been updated within the past year.

Contacts

  • I have a list of people who I would like to be contacted if I am hospitalized for an extended period but am too sick to make the calls or emails.
  • I have a list of people who I would like to be contacted if I have been told that I am terminally ill and have less than 6 months to live. This may be different from the other lists.
  • I have a list of people who I would like to be contacted in the event of my death. This may be different from the other lists.
  • These lists contain names, phone numbers and email addresses if applicable.
  • These lists have been updated within the last 5 years.
  • Someone knows where these lists are located.

If you feel unprepared and would like to schedule a free phone consultation about estate plan organizing, please call or text Rie at 215.435.5609.