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Lists to create before passing away1. Personal Inventory 2. Financial Inventory 3. Debts 4. Memberships Power of AttorneyDesignation for an individual to act as an agent and manage affairs if one is no longer able to do so. There are 4 types General POAProvides agent with broad power to act on ones behalf. Durable POAProvides agent with immediate power if one becomes incapacitated Limited (special) POAGrants agent authority to act in only specified matters for a specific period of time Springing (conditions) POAUnder certain circumstances if one comes ill 3 Necessary documents1. Will 2. Durable POA for health care 3. Financial POA Tasks to do before deathReview insurance needs, protect business interests, visit estate attorney Immediate steps to take after deathContact Funeral Home Obtain Death Cert. Contact Employer Find Will Referral Clues: Signs members may need assista
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