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Learn... Plan... Protect Your Estate

Steps to Build Plan
  Step 1 - Organize documents
  Step 2 - Get educated
  Step 3 - Inventory
  Step 4 - Determine goals
  Step 5 - Develop plan
  Step 6 - Review plan
  Step 7 - Take action
  Step 8 - Get help
Estate Plan Items
  Death Will
  Power of Attorney
  Health Care Directive
  Living Will
  Charitable Giving
  Asset Distribution
  Burial Instructions
Write down your burial and funeral instructions

While your will is a good location for specific burial and funeral arrangements you may wish to be followed, you should also give a written copy of your instructions to someone who you will entrust with carrying them out. This can be in the form of a simple letter (or a Letter of Last Instructions) signed by you that gives clear instruction on who will carry out your wishes and what they are.

Do you want to be cremated or buried? Where do you want your ashes scattered or coffin interred? Do you want your organs to be donated? Open casket or closed? Where should the funeral be held? What information should be in your obituary? What kind of funeral service do you want?

You can set out answers to all of these questions in advance, in as much detail as you like, so that your loved ones will be aware of your wishes. You can also pay for funeral and burial expenses in advance, to relieve them of the burden of making potentially costly decisions at a difficult time. Be sure that someone you trust has this information so that it can be located quickly after your death.

Store these instructions along with your will at home in an accessible location, and make others aware of it. Provide a copy to the person you are asking to carry out your wishes. You also may want to store a copy in a safe-deposit box as a backup.

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