Get A Life Plan

en español: Haga su Plan

This page is designed to help you take the next steps to get your Life Plan together.  A good Life Plan includes planning for your assets during your lifetime, planning for medical decisions, planning for your assets after death, and planning for your body after death.  As you create your Life Plan, you’ll think about important questions like who you trust most to help you with financial and medical decisions, and you’ll identify your most important wishes and priorities.

Click on the links below to learn about all the different ways you can plan ahead.  Each link brings up an easy, one-page summary that can be printed at home and shared.

Here is a printable checklist you can use to guide you through the process, step by step: Checklist

If you would like to find an attorney in your area, click here for assistance.

Plan for your assets during your lifetime:

Power of Attorney

Revocable Living Trust

Joint Accounts

Plan for your medical decisions:

COVID-19 Advisory

Advance Directive for Health Care

Form for Appointing Health Care Representative (alternative to Advance Directive)

POLST

Nomination of Guardian & Conservator

Declaration for Mental Health Treatment

Plan for your assets at your death:

Will

Revocable Living Trust

Joint Accounts

Payable-on-Death Accounts

Transfer-on-Death Deeds

Frequently Asked Questions:

• How should I start a conversation with my loved ones about my plan?

• What if my loved ones disagree with my wishes?

• Where should I store my documents?

• Should I give copies of my documents to my loved ones?

• Is “Do-It-Yourself” Estate Planning right for me?

• How do I find an attorney?