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Estate & Advance Care Planning

Estate planning is the overall process of planning and making decisions about your future health care and how to arrange and manage your finances. Advance care planning is a term used by health care professionals to describe planning for your future health care if a time comes when you are unable to make your own medical decisions.

Below are resources to help guide you through these processes.

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Estate Planning

ESTATE PLANNING

QUICK GUIDE TO ESTATE PLANNING FOR DEMENTIA

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PLANNING AHEAD: DOCUMENTING YOUR WISHES

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Estate planning can include writing down your wishes using these documents:

WILLS

Wills, which can be written, statutory or oral, are documents specifying those who will manage and inherit one’s assets.

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TRUSTS

Trusts, or financial arrangements, allow a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.

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POWERS OF ATTORNEY

Powers of attorney for financial affairs provide the authority to act for another person in financial matters.

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STATE-SPECIFIC ESTATE PLANNING

ESTATE PLANNING TOOLKIT

The following toolkit includes estate planning information and forms for all 50 states and DC.

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STATE LAWS: CREATING A VALID WILL

Explore your state’s laws related to estate planning and creating a valid will.

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REMOTE EXECUTION OF ESTATE PLANNING DOCUMENTS

Learn about your state’s laws for things like e-wills or remote notary.

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Planning Checklists

There are many things to consider when planning for the future. Valuable checklists outlining important documents, information and activities are available for guidance.

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Advance Care Planning

ADVANCE CARE PLANNING KEY TERMS

ADVANCE HEALTH CARE DIRECTIVE

A legal document that specifies what actions should be taken for your health if you are no longer able to make decisions for yourself. An advance health care directive can include a living will and a health care proxy.

LIVING WILL

A written document stating the type of medical treatment you wish to receive in the event you can no longer communicate your wishes.

HEALTH CARE PROXY (ALSO KNOWN AS HEALTH CARE AGENT OR POWER OF ATTORNEY)

A person who can make health care decisions for you in the event you become unable to make them yourself.
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ADVANCE CARE PLANNING RESOURCES

ADVANCE HEALTH CARE DIRECTIVES

Find information about advance health care directives and get answers to common questions.

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FIND ADVANCE DIRECTIVE FORMS

Many states have their own advance directive forms that you can access and complete for free. Learn how to find forms for your state.

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ADVANCE CARE PLANNING: A DISCUSSION GUIDE

People often don’t know what their loved ones would want at the end of life. Use this guide to learn about advance care planning and how to establish your advance directives.

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UNDERSTANDING HOSPICE CARE

Learn the difference between hospice and palliative care and find answers to common questions about hospice services, coverage and more.

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