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Pre-Plan Checklist

PreplanChecklist

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December 8, 2010

Following is a pre-planning checklist from Home Instead Senior Care® and Jo Meyers, author of Good to Go--The ABCs of Death and Dying, The Ultimate Planning Guide for Baby Boomers and Their Parents, that can help your senior loved one ensure their affairs are in order:

  1. Designate a power of attorney to ensure that proper information can be accessed in the event of your illness or death. Make sure a durable power of attorney for health care and a living will are in place so that your wishes are carried out if you are unable to do so.
  2. Prepare a contact list of individuals who should be notified in a medical emergency or death.
  3. Make sure your representative has a list of important account information or telephone numbers for retirement plans, insurance policies, investments, bank accounts, safe-deposit boxes, properties, preferred law and accountant firms and mortuaries. Remind your personal representative that the Social Security Administration will need to be called and, if you're receiving benefits such as those from the Veteran's Administration, they should be contacted as well.
  4. Make arrangements for telephone and utilities services, and newspaper and magazine deliveries, to be cancelled.
  5. Make arrangements for pets to find a new home.
  6. Write an obituary or jot down information you would like included in an obituary.
  7. Decide where obituary and memorial information should appear.
  8. Specify the type of service you would like including the burial you prefer and make those arrangements.
  9. Select the speakers and the eulogies that you would want to represent you.
  10. Decide what organizations or church will benefit from memorial donations in your name.

For more information about pre-planning checklist, you should consult your attorney. For tips about talking with your seniors about a variety of subjects, see the resources on our additional resources page or contact your nearest Home Instead office.

Please download the full "40/70" Life Legacies Pre-Planning Checklist PDF (360 K)

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