Add a joint owner or transfer on death to each bank and investment account and asset (e.g., car, real estate, business) to avoid probate.
Read MoreSome airlines and credit card companies don't let you transfer points after death. If you are expecting to pass soon, you should transfer points.
Read MoreIf you care about any special personal items - such as collectibles, jewelry, antiques, and sentimental items - going to a specific person, you can give them away before you pass.
Read MoreLet people know how you’d like to be remembered.
Read MoreMake sure your loved ones can fill out all of the important information about you after you pass for your death certificate and obituary.
Read MoreShare the information of important contacts so that your family can: (1) make sure they know if something happens and (2) find other important documents (if anything was missed before)
Read MoreIt is important to document your healthcare wishes. The failure to document one’s end of life wishes beforehand can lead to unfortunate outcomes such as family conflict or unnecessarily aggressive and expensive end-of-life care. The common instinct to “do everything” to keep a loved one alive, can sometimes take over and skew one’s perspective. In these situations, clear instructions are incredibly helpful to both the physicians, the patient, and the family.
Read MoreYou need a legal estate plan to determine what happens to your property, who takes care of your kids, and who makes decisions for you if you can’t. It will also help you avoid probate, a costly legal process where the government gets involved in distributing your assets.
Read MoreGather and/or create important documents to make sure loved ones do not have to worry about making decisions or legal consequences immediately after you pass.
Read MoreYou may want to transfer the decedent's airline miles to a beneficiary/beneficiaries to continue using the miles.
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