4. Revising your estate plan and advance directives


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


Revising your estate plan and advance directives. “What changes do I need to make to my will and other documents?”

The loss of your life partner not only affects your life but also has an effect on your plans for dealing with life and death issues. You should review your estate planning and advance directive documents and make changes as needed.

The following subtasks may assist you in revising your estate plan and advance directives. You will find detailed resources for these subtasks under the links in the right column of this page.

Subtask 1: Update your will

Subtask 2: Revise your advance directive documents

Subtask 3: Revisit your beneficiary designations


Death of a Life Partner Tasks

1. Taking stock of your financial situation
2. Identifying your sources of income
3. Revising your spending plan
4. Revising your estate plan and advance directives
5. Examining Medicare, Medicaid, and long-term care issues

Revising your estate plan and advance directives Subtasks

1. Update your will
2. Revise your advance directive documents
3. Revisit your beneficiary designations

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