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Straightforward instructions on how to Make Notes Just-In-Case Instructions

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How to Make Notes Just-In-Case Instructions

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Xena Santos from the Council of Senior Centers and Services introduces a webinar on writing effective case notes, in partnership with the Association on Aging in New York, the New York State Coalition on Aging, and the New York State Office for the Aging. Attendees are informed that they will be muted during the session, but they can submit questions via the question pane throughout the webinar. The presenter will address these questions at the end. A short feedback survey will appear automatically after the webinar concludes, and participants are encouraged to complete it as their feedback is valued. The session will also be recorded, and the PowerPoint presentation will be available.

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Why you must have a death file?

A death file (DF) is a tool to help you organise and keep all of your most important financial files, data, and documents in one place. It could be a physical file, a pen-drive, a BOX, or any combination of the above.

What information should you leave in case of death?

These include critical financial documents, account information and passwords, as well as key estate planning documents such as your will, power of attorney, health care proxy and any life insurance policies.

How do you organize estate documents?

5 Steps to Organize Estate Documents for Your Executor Step 1: Create a checklist of important documents (and their locations) Step 2: List the names and contact information of key associates. Step 3: Catalog your digital asset inventory. Step 4: Ensure all documents are organized and accessible.

How do you organize information in case of death?

A death binder is a place to gather necessary information and documents that detail how we want our wishes carried out, our belongings dispersed, our finances dealt with, etc. A homemade Death Binder puts all your important documents in one place.

What is a letter of instruction after death?

A letter of instruction is an estate planning document that addresses informal details that arent included in or appropriate for a will. Also known as a letter of intent, it is written by a deceased person to send messages to loved ones as well, and relay useful information regarding the estate.

What documents should you have before you die?

Gather Important Documents and Contact Information. Execute a Last Will and Testament. Complete a Living Will or Advance Directive. Put in Place a Power of Attorney. Consider a Living Trust. Update Your Beneficiaries. Secure Your Digital Assets. Plan Final Arrangements.

What goes in a death file?

These include critical financial documents, account information and passwords, as well as key estate planning documents such as your will, power of attorney, health care proxy and any life insurance policies.

What should be in a life file?

A Life File contains all your personal information, such as: Beneficiaries. Bank Accounts. Life and funeral policies. Investments. Property Details. Your certified Will. Your nominated estate executors and lawyers. A copy of your ID.

What are end of life instructions?

A do not resuscitate order, or DNR, tells healthcare providers you dont want to be resuscitated in the event of an emergency. A POLST Physicians Orders for Life Sustaining Treatment outlines your wishes for end-of-life care, especially in regards to an existing diagnosis.

How do you leave instructions in case of death?

Items to Include in a Letter of Last Instruction A List of Personal Contacts. A List of Business and Financial Contacts. The Location of Legal Forms and Documents. Usernames and Passwords. Information About Outstanding Debts. A List of Beneficiaries. Instructions for Pets. Memorial Service and Funeral Plans.

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Make Notes Just-In-Case Instructions