Making choices to develop your legacy
End-of-life decisions can be difficult to think about and discuss with loved ones. We've prepared information to help guide you through the process – whether planning an immediate funeral or pre-planning your own.
Documenting your wishes
Begin planning your legacy by putting your wishes in writing. Sharing your plans with loved ones increases the likelihood they will be followed after your death.
A comprehensive legacy plan includes:
- Last wishes for a funeral/memorial service and how you want personal property (jewelry, collectibles, furnishings, etc.) disbursed
- Locations of documents and a list of key contacts
- Legal forms such as healthcare advance directives, wills, and trusts
- Financial instruments used to fund the estate plan and pay for final expenses including life insurance.