Make a list of all property assets, bank accounts, investment institutions with account numbers, lists of credit cards, utility accounts, etc. Leave clear instructions as to when and how these are paid. Some of these will need to be handled through an estate account, transferred, and/or closed.
Funeral Planning Declaration: allows one to say exactly one’s wishes as far as disposition of the body and the services. Picking a funeral home and making arrangements beforehand can save families confusion and stress while grieving. Note: some choices, such as that of cremation, can require next of kin to sign off on them, even when the patient has made that wish known.
Organize important documents and Information: