Planning for end of life events is a thoughtful and positive way to approach the latter part of your life journey. There are several things to consider during this planning process.

Information that may be needed at the time of your death

  • Copy of your Estate Trust or last will and testament
  • Veterans Records
  • Social Security Number
  • Pension benefits from employer and person to be notified
  • Financial information (banks, retirement accounts, etc.)
  • Insurance Policies
  • Safety Deposit Box
  • Digital Information: locations of important websites and passwords
  • Other important documents
  • The name and contact information of your attorney
  • In case you and your spouse die at the same time, name the person who has consented to care for your minor children.

People who should be notified

Have a list of people who should be notified at the time of your death, along with their phone numbers and addresses.

Obituary Notes

  • Publications to which you want your Obituary sent
  • Full Name
  • Birth date
  •  Birthplace
  • Name of relatives to be noted
  • Other important dates such as marriage or graduations
  • Information about your work
  • Information about special interests
  • Organizations and Churches
  • Where memorial gifts should be sent