Get an estimate of the timeline with your healthcare providers to help determine what and how urgent these planning measures should be. If you have already started, determine what remaining tasks you need to finish, including a will or living trust, power of attorney, healthcare proxy, and/or advanced directives. If you haven’t started, consider seeking an estate planner as soon as possible to complete the process before your death.
Store all financial information and documents in a safe place, which could include a password-protected file, and make sure your heirs know how to access them. There may be software alternatives.
It is also important to provide passwords and usernames for all your active websites, so that:
Consider using a third-party password manager like LastPass, KeePass, and DashLane.
It may also be more efficient if you include your partner or children as joint owner on any account that regularly bills for services, such as your cable, internet, cell phone, club memberships, and utilities.