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After Life Planning and Funeral Planning

Making after life arrangements for yourself can be a daunting task for a number of reasons. In addition to the funeral planning and planning for disposition services, there is the question of assets to your heirs. This page aims to help you navigate the swamp of legalese surrounding post-life plans and give you the confidence to do after life planning yourself.

The three main categories in after life planning are: distribution of your assets, medical instructions if incapacitated, andĀ funeral and disposition wishes. We’ll explore each of these.

Creating the necessary documents

While it is commonly thought you must have an attorney create a will or living will for you, often times you can write it yourself. For many states, the requirement list is minimal. Requiring only:

  1. the testator be 18 years or older
  2. of “sound mind”
  3. the document must be signed
  4. the document must list beneficiaries

You can locate your state requirements here. You can find a Last Will template here, which is made specifically for your state requirements.

There are alternatives to doing it yourself. You can of course locate a local attorney, or create a will online through a paid service.

Storing and maintaining Documents

Once your documents have been created and have legal standing, it is important to keep them safe until their use is necessary.

If you created your documents through an attorney, they will often hold onto a copy of document for you. If you took the DIY approach, you’ll have to store it yourself. If you store it on your local premises, it is recommended to purchase a fire-proof, water-proof safe box to keep the documents. Another option is to leave it with your local county clerk, often for a fee. Whichever approach you take, it is important to notify your executor(s) where your will is stored. Otherwise there may not be a way to fulfill your wishes.

Additional Resources

Now you have a solid foundation for after life planning. There are many resources available to help you design your will, living will, or letter of instructions. In addition to the resources we’ve included inline, here is a short list of resources we’ve found to be useful to our customers.

Disclaimer

While we try to be as accurate and informative as possible, this website does not provide legal advice and is not a law firm. Legal structures of wills vary and depend on state, federal and local law. Consult an accredited lawyer for any and all legal advice. There is no claim that this information is comprehensive.