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Planning Center

End-of-Life Planning Resources

Leaving your family with an end-of-life plan means making important decisions today.

To help you make informed decisions, we’ve gathered must-know information about key topics. Explore the resources here to start building a plan for your family.

Learn More About:

Financial

When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.

Funeral & Memorials

Recording your wishes and pre-planning your funeral ensures your family can grieve your loss when you pass, not scramble to make arrangements. Get started today with these helpful resources.

Health Care Decisions

Does your family know your wishes in the event of an emergency? Have you made eldercare decisions? Learn about the critical choices everyone needs to make about their health care.

Insurance and Legal Documents
Insurance & Legal Documents

Don’t leave your family with disorganized paperwork. Learn what to do to get your documents in order and make sure your family is protected with wills, trusts, and more.

Personal Assets After Death
Personal Assets

End-of-life plans include deciding how valued belongings are cared for, from cherished heirlooms to beloved pets. These resources help you make a plan for your personal assets.

Latest Posts

Legacy
Happy Thoughts: Leaving a Legacy for Your Loved Ones

May 12, 2025

Leaving a legacy means more than simply passing on possessions—it’s about sharing your values, memories, and life lessons with the people who matter most. Thoughtful end-of-life planning ensures your legacy continues to inspire and support your loved ones long after you're gone. This post explores what it means to leave a legacy and offers practical steps to help you create one.

digital accounts
Your Digital Life Continues Without You: Managing Digital Assets

April 09, 2025

In today's digital age, our online presence and digital assets have become an integral part of our lives. However, many people overlook the importance of managing these assets as part of their end-of-life planning.  Today we'll discuss why it's crucial to manage your digital life after death and provide tips for creating a digital estate plan.

Family Dynamics: Navigating End-of-Life Planning with Loved Ones

March 07, 2025

Talking about end-of-life planning with family can be tough. Different opinions, emotions, and family dynamics often come into play, sometimes leading to misunderstandings or even conflicts. In this post, we’ll explore how family dynamics can influence the planning process and share some practical tips for making it a little smoother.

Essential Legal Documents for End-of-Life Planning (Without the Legal Jargon)

January 28, 2025

If you’re like most, talking about end-of-life planning might not be the most exciting topic, but it’s one of the most important things you can do for yourself and your loved ones. And it’s not just about having conversations—it’s about making sure your wishes are legally documented so they can actually be followed.

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National & State Resources

Laws may vary by state. In addition to our Planning Center, consult these national & state resources.

This material is prepared for informational purposes only. It should not be construed as investment, tax, or legal advice.
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