Making critical decisions for yourself or a loved one can be overwhelming. That’s why it’s important to discuss your preferences in advance. Planning for your Legal, Medical, Financial and Social factors can make all the difference for a person’s peace of mind.
Lifestage Legacy Review Workbook
The information in this workbook will help you navigate the many aspects of your Legal, Medical, Financial and Social factors in a way that will provide peace of mind for you and your family knowing that all of these needs are addressed and accounted for.
Legacy means many different things to different people and no two plans will look alike. The simplest definition of a legacy is, something transmitted or received from a predecessor. Providing a legacy can be as easy as passing along critical information your loved ones will need in order to carry out your wishes in the event you are no longer able to make critical decisions or have reached the end of life.
1.Start discussions with your loved ones early while everyone can still help make decisions.
2.Create documents that will communicate and protect your wishes based on your legal, medical, financial and personal preferences.
3.Review these plans regularly. It is common for circumstances to change over time. Remember to update your documents to reflect these changes.
4.Put important documents in one place and make sure a trusted family member or friend knows of their location.
5.Make copies of healthcare directives for each doctor or health facility you visit.
6.Give permission in advance for medical providers to share information directly with a caregiver as needed.
Preparation can truly be one of the greatest gifts you can give. A Lifestage Legacy Review workbook will help you navigate the many aspects of preparing your legal, medical, financial and Social factors in a way that will provide peace of mind for you and your family. Once you complete your legacy review workbook encourage your family and friends to consider making the same gift for their loved ones.