Notion: End-of-Life Planning

What is End-of-Life Planning?

End-of-life planning formalizes your wishes for the end of your life and documents everything your loved ones need to know. It includes:

• Organizing your financial and personal information
• Making a will and designating an agent for your medical and financial decisions
• Planning your memorial service
• Specifying your wishes around the process of your passing
• Make sure your loved ones know where to find your information and documents.

Why is End of Life Planning Important?

The most important reason to do end-of-life planning is to relieve stress on your loved ones. Think of it as a final gift that you are preparing for them.

End-of-life planning also gives you control over what happens to you and your assets in your final days. Setting everything up in advance ensures that your wishes are respected and your directions are followed. If you bring your family into the process, you can also resolve any differences of opinion ahead of time before critical decisions have to be made.

Features

• Document Inventory: Track essential personal documents like passports, licenses, birth certificates, and more.
• Bank and Account Info: Securely record bank account details, investment portfolios, and online account credentials.
• Digital Asset Management: List and document all digital assets, including access instructions and storage locations.
• Personal Instructions: Provide detailed guidance on specific wishes for digital assets, diaries, or other private materials.
• Emergency Contacts: Maintain a centralized list of trusted individuals with assigned responsibilities.
• Safe and Secure Locations: Document the storage location of physical items, such as safes or safety deposit boxes.
• Customizable Framework: Tailor the template to your personal preferences and unique requirements.

Benefits

• Peace of Mind: Know that your affairs are organized and accessible when needed.
• Simplify for Loved Ones: Reduce the burden on family and friends during emotional times.
• Comprehensive Guidance: Cover every detail, from physical documents to digital assets.
• Time-Saving: Provide clear instructions, saving loved ones from confusion or legal complications.
• Future-Proof: Easily update and maintain your plans as your circumstances change.

Usecase

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