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2. Record Record your final wishes in a formal document and keep it in a secure place. This worksheet is a basic way you can do this. Answers from your Reflection Journal can be incorporated into your final arrangements on this worksheet. Be as detailed as possible in your answers it s the best way to ensure your life is celebrated the way you want it to be. There are four important steps to ensuring your final arrangements are carried out according to your wishes. There are four important...
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How to fill out final wishes planner form

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How to fill out final wishes planner:

01
Begin by gathering all the necessary information such as personal details, contact information, and legal documents.
02
Consider your preferences for end-of-life arrangements, such as burial or cremation, any religious or cultural rituals you want to be conducted, and the specific location or cemetery you prefer.
03
Clearly state your wishes regarding organ donation, if applicable, and any specific instructions regarding your healthcare preferences in case of incapacitation.
04
Make sure to include a list of important contacts such as family members, close friends, lawyers, doctors, and any other individuals who should be informed of your passing.
05
Review and update your financial information, including details about your assets, bank accounts, insurance policies, and any outstanding debts.
06
Consider including a section for memorial service or celebration of life instructions, specifying any preferences you may have regarding the venue, guest list, or specific readings or musical selections.
07
Consult with a lawyer or legal professional to ensure that your final wishes planner adheres to any local or state laws regarding end-of-life planning.
08
Store your final wishes planner in a secure location and inform your loved ones about its existence and whereabouts.

Who needs a final wishes planner:

01
Individuals who want to ensure that their final wishes are carried out as desired.
02
People who want to alleviate the burden on their loved ones by making their end-of-life preferences known in advance.
03
Those who have specific cultural, religious, or personal preferences that they want to be respected after their passing.
04
Anyone looking to have control over their healthcare decisions in case of incapacitation.
05
Individuals who want to provide clear instructions for their memorial services or celebrations of life.
06
People with significant assets or financial complexities who want to ensure a smooth estate administration process.
07
Those who want to aid their loved ones in contacting the necessary individuals and executing necessary legal matters after their passing.

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Anyone who is 18 years of age or older and has assets or dependents may file a final wishes planner. It is important to note that a final wishes planner does not replace a will; rather, it is a tool to help individuals plan for their future.
1. Gather your personal information. Before you begin filling out your final wishes planner, it's important to have all the necessary information at hand. This includes your name, address, date of birth, contact information, and Social Security number. 2. Fill out your contact information. In the contact section of the planner, you'll need to provide information for your executor, primary care physician, and any other important contacts. 3. List your assets. Make an inventory of all your assets, such as property, investments, bank accounts, and life insurance policies. 4. Choose an executor. Your executor is the person who will be responsible for carrying out your final wishes. You'll need to provide their contact information in the planner. 5. List your wishes. In this section, you'll need to provide information about your funeral wishes, burial arrangements, and any other wishes you have. 6. Name beneficiaries. In the last section of the planner, you'll need to list all of the people who will receive your assets after your death. 7. Sign and date. Once you have completed the planner, make sure to sign and date it. You can also have a witness sign it if you'd like.
The purpose of a Final Wishes Planner is to help individuals make end-of-life decisions and plan for their own death or the death of a loved one. It provides guidance and resources to help individuals create an organized plan for end-of-life matters, including creating a will, making funeral arrangements, and setting up power of attorney. The planner also helps individuals understand the legal and financial aspects of death and create an inventory of assets and debts.
Final wishes planners typically include a variety of information, such as: • Personal data (name, address, date of birth, etc) • End-of-life wishes (burial or cremation, organ donation, etc) • Funeral arrangements (type of service, music, readings, etc) • Financial information (wills, trusts, powers of attorney, etc) • Legal documents (durable power of attorney, living will, etc) • Memorial service arrangements (location, guest list, etc) • Final instructions (instructions for the disposition of personal items, special messages, etc) • Contact information (family members, close friends, etc) • Records (insurance policies, account numbers, etc).
The deadline to file final wishes planners in 2023 is typically at the end of the calendar year, or December 31st.
The penalty for the late filing of a final wishes planner will vary depending on the laws of the jurisdiction in which the deceased lived. Generally, the penalty for failing to file a final wishes planner within a specified time frame may include a fine, or in some cases, a court order to file the document.
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