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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

holiday gratitude
A Season for Gratitude: Finding Stillness and Appreciation During the Holidays

December 11, 2025

The holiday season invites us to slow down, reconnect, and reflect on what truly matters. Amid the gatherings, and the hustle and bustle of the season, it’s easy to overlook the quiet opportunities to appreciate the goodness woven throughout our lives. Yet gratitude—when we make space for it—has a unique way of grounding us, lifting our spirits, and reminding us of how much we already have.

Accessing Technology Devices in an Emergency: What You Need to Know

October 22, 2025

If you’re like most people today, your smartphone, tablet, or laptop is likely protected by multiple layers of security — from passcodes and fingerprint scans to facial recognition or even two-step verification. That’s great for keeping your information safe, but it also creates a major challenge if something unexpected happens and someone else needs to access your devices.

Care giving
Supporting a Loved One: Tips for Family Caregivers

September 10, 2025

Did you know there are more than 42 million unpaid caregivers in the U.S.? That’s 42 million people stepping up to care for aging parents, spouses, or other loved ones—often while juggling work, family, and their own lives. If you find yourself stepping into this role, here are some practical tips to help you navigate the responsibilities:

Wrapping Up the “Click Here” Blog Series

August 29, 2025

We’ve spent the last several posts diving into a topic many of us avoid — end-of-life planning. The truth is, planning ahead isn’t about death, it’s about making life easier for the people we love.

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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