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Private and Confidential When I Die Optional This Person Centered Plan belongs to Please treat this document with respect Please note this document is not legally binding and could be contested in
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How to fill out when I die:

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Start by making a comprehensive list of all your assets, including bank accounts, investments, real estate, vehicles, and personal belongings.
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Determine how you would like these assets to be distributed after your death. Consider naming beneficiaries for specific items or setting up a trust for the distribution of your assets.
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Choose an executor or personal representative who will be responsible for overseeing the distribution of your assets according to your wishes. Make sure to discuss this with the person beforehand and obtain their consent.
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Include detailed instructions on your funeral arrangements, such as your preferences for burial or cremation and any specific wishes you may have for the service.
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Consider creating a living will or advance healthcare directive to specify your wishes regarding medical treatment if you are incapacitated or unable to communicate.
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Complete a durable power of attorney form designating someone to make financial decisions on your behalf if you become unable to do so yourself.
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Don't forget to update your beneficiaries and other relevant information on insurance policies and retirement accounts to ensure they align with your estate plan.

Who needs when I die:

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Anyone who wants to ensure that their assets and belongings are distributed according to their wishes after their passing.
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Individuals who have dependents or family members they want to provide for after their death.
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