Leaving a Legacy
Proper planning can reduce stress and uncertainty for those who are left behind after a loss. If you have specific wishes that you want followed if you become disabled or when you die, it's important to let your loved ones know what they are. Now is also a good time to consider whether you want to leave a legacy to a group or organization that is important to you.
Talk to your loved ones.
Let them know what you want. What are your wishes if you become disabled? What are your plans for your estate? It's a difficult conversation, but having it will reduce stress for your loved ones when the time comes.
Make sure your will and durable power of attorney are current.
Make sure that your final wishes are known and that your loved ones can have access to your assets, if needed. Schedule an appointment with an attorney if you need to update your will or other papers.
Make sure your healthcare directive is current.
Ensure that your wishes will be respected if you are unable to make healthcare choices for yourself. Ease the burden on your loved ones by making sure that they know your wishes and don't have to make difficult decisions in a time of crisis.
Complete the 5 Wishes document.
The 5 Wishes document can assist you with these important decisions and provide compassionate guidelines for making these decisions before they become necessary.
Consider planning your funeral or memorial.
Do you want to have certain readings or music at your memorial? Special people to speak? If so, let you loved ones know your wishes.
Do you want to leave a legacy?
Perhaps you want to leave a special donation to a group or organization that is important to you, such as your parish, a group that supports a cause dear to your heart, a trust for a disabled child, or a community group. Now is the time to start planning for a legacy and putting your affairs in order to fund the legacy.
You will be redirected to a new tab for live remote support. Please confirm you're on a call with a Client Services team member to continue.