Childing Resource End-of-Life Document Checklist "Organizing their affairs is an act of deep filial care, protecting them from chaos."
Gathering these documents is rarely easy, but it is one of the most loving things you can do. By organizing their legal, medical, and financial frameworks while they are healthy, you ensure their wishes are honored and prevent unnecessary stress during a crisis.
Instructions: Check off each item once the document is securely stored and you know its exact location.
1. Legal & Estate Documents Last Will and Testament Clearly states how assets and property should be distributed.
Living Trust Helps avoid probate and manages assets during life and after death.
Durable Power of Attorney (Financial) Allows someone to handle financial matters if they become incapacitated.
2. Medical & Healthcare Directives Advance Healthcare Directive (Living Will) Outlines preferences for medical treatments and end-of-life care.
Medical Power of Attorney Designates a proxy to make healthcare decisions if they cannot.
HIPAA Authorization Form Grants permission for medical professionals to share health info with you.
DNR / POLST Form Do Not Resuscitate order or Physician Orders for Life-Sustaining Treatment, if applicable.
3. Financial & Property Records Bank & Investment Account Information List of all accounts, numbers, and branch locations.
Real Estate Deeds & Mortgage Docs Proof of ownership for primary home and any other properties.
Insurance Policies Life, health, long-term care, home, and auto insurance documents.
Pension or Retirement Account Docs 401k, IRA, or pension distribution information.
4. Digital & Administrative Access Master Password List Passwords for email, banking, utilities, and social media.
Safe Deposit Box Details Location of the box, key, and authorized signers.
Funeral / Burial Wishes Any pre-planned arrangements, purchased plots, or specific requests.
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