Plan for Myself
Planning for yourself is a bit like insurance: the sooner it is in place, the longer you benefit from the protection it provides.
This can be especially important for people building lives far from where they grew up—young professionals, expatriates, and members of the diaspora who may not have family nearby to step in during an emergency.
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Putting clear instructions and decision-making authority in place ensures that if something unexpected happens, the people you trust can act on your behalf.
Health & Medical Decisions
Ensure the right people can make medical decisions on your behalf if you are unable to speak for yourself.
DOCUMENTS
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Emergency Information Sheet
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Letter of Intent / Statement of Wishes
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Health Care Directives (Living Will)
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Health Care Power of Attorney
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HIPAA Authorization
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Anatomical Gift Declaration
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Do Not Resuscitate Order (PLOTS)
Incapacity & Financial Authority
Authorize trusted people to manage practical and financial matters if you are unable to do so.
DOCUMENTS
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Account Inventory
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FInancial Power of Attorney
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Business Authority Documents
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IRS Forms 2848, 8821
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State Tax Power of Attorney
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Real Estate Power of Attorney
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Property Management Authorization
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Digital Asset Authorization
Personal Wishes
Provide clear guidance for final arrangements, repatriation or adoption plans for pets.
DOCUMENTS
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Contact & Logistics Sheet
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​Disposition of Remains Authorization
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Funeral Instructions
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Pet Care Power of attonrey
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Pet Care Instructions Letter
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Emergency Wallet Card​