Checklist for My Family
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- Owen Glenn
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1 Checklist for My Family A Guide to My History, Financial Plans, and Final Wishes Sally Balch Hurme A Family Gift Get your life in order Figure out your own wishes Let your family know of your plans 1
2 For You Own personal life Fewer messes for your family to clean up Aid in helping clients Fewer messes for you to clean up For your parents, friends and family Everyday information everyone can use Checklist For My Family Explains why should get organized Tips on how to gather information Nudges you to plan Place to record information Download free sample checklists and purchase the book at 2
3 What to Organize Personal papers Family history Legal documents Online accounts Wishes for medical care Final details What s Where Where to Find It checklist Safe deposit boxes Storage units Rewards programs 3
4 Personal History to Get in Order Birth Marriage Divorce Citizenship Where worked Where lived Medical history Medications Family History to Get in Order Written memories Oral history Family tree Label photos Family mementos Medical history 4
5 Financials to Get in Order Bank accounts Credit cards Retirement accounts Life insurance Beneficiary designations Health insurance Deeds Debts Personal property Photos + inventory User id/passwords Direct deposit/autopay Plan For What s Next Fun Things: Vacation Retirement Post retirement Not So Fun Things: Long Term Care Health Care Estate 5
6 Why Plan Stay in control Evaluate options Make wishes known Avoid crisis decisions Have more choices Peace of mind for you Peace of mind for your family Important Health Conversations Who make what decisions about Quality of life Health care preferences Pain management Hospice 6
7 Why a Health Care POA With It: Stay in control Pick the powers Give instructions Pick the person Without It: Loss of control Statute picks the decision maker OR Court picks the decision maker and powers Medical Orders DNR Differs from HCPOA Signed by physician Part of medical record Directs medical team not to attempt Restore breathing Restore heart rhythm Out of hospital DNR 7
8 POST/POLST Physicians Orders for Scope of Treatment Physician Order for Life Sustaining Treatment Current treatment preferences Chronically ill patients Used across care settings Augments health care POA/living will Pain Control/Comfort Care Palliative Care: Hospice Care: Comfort care along with curative Comfort care rather than curative Pain control Pain control Coordinated approach Team approach Typically in facility Typically in home setting Any time Terminal or final 6 months Insurance pays Medicare pays 8
9 Important Financial Conversations If become incapacitated Who make what decisions about financial affairs When die Who make what decisions about final arrangements Who make what decisions about distribution of estate Why a Financial POA With It: Stay in control Pick the powers Give instructions Pick the person Without It: Loss of control Court picks powers and decision makers 9
10 Why a Will With It: Stay in control Pick the powers Give instructions Pick the person Without It: Loss of control Court appoints the administrator Statute determines distribution Why a Trust With It: Stay in control Pick the powers Give instructions Pick the person Without It: Loss of control Assets go through probate 10
11 Letter of Instruction A What you want at end of life Funeral Burial Easily changed Sign and date Letter of Instruction B Who you want to get what Dividing up the smaller stuff Keep peace in the family Easily changed Signed and dated Supplements, but not part of your will 11
12 Q and A Other Checklists Checklist for Family Caregivers Manage information and legal responsibilities How to make decisions for another September 21 webinar Checklist for Family Survivors Manage information and legal responsibilities Immediate and longer term decisions October 12 webinar 12
13 Other Checklists Checklist for Your Retirement About to be released How to make the most of your retirement Time to get organized and simplify November 16 How to get the book Checklist for My Family is an important step by step guide to getting your life in order and making sure your family knows your plans and wishes. Visit 13
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