1. I have a Will (for disposition of my estate after death).
• I have fully discussed my plans with my Personal Representative.
2. I have a Durable Power of Attorney for Financial decisions.
• I have chosen a trustworthy person (or persons) to be my Agent under a Durable Power of Attorney for Financial decisions.
• I have fully discussed my finances and plans with this person.
3. I have a chosen a Durable Power of Attorney for Health Care.
• I have chosen a trustworthy person (or persons) to be my Agent under a Durable Power of Attorney for Health Care.
• I have fully discussed my health care expectations and wishes with this person and with my family.
4. I have a Health Care Directive, also known as a Living Will.
• I have explored my preferences regarding health care through resource guides such as “Your Way”
• I have fully discussed my health care expectations and wishes with my Agent and my family.
5. I have talked to my physician about my wishes in case of serious illness and have given him/her a copy of my Durable Power of Attorney for Health Care and my Health Care Directive to enter into my medical record.
6. If I wish to be an organ donor, I have talked to my family about my wishes.
7. If I wish to be cremated, I have talked to my family about my wishes.
8. I have determined that a trust arrangement
• is useful in my situation.
• is not useful in my situation.
• I don’t know.
9. I have all my legal, personal, and financial papers located where they can easily be found by my Agent or next of kin.
10. I have identified where I can get legal help for lifetime planning questions.
