Revise your advance directive documents


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


An advance directive is any document you create that designates your preferences and a surrogate decision maker in the event that you should become unable to make decisions on your own behalf.

Your life partner was most likely named as your surrogate decision maker on these documents. With the loss of your partner, one or more new surrogate decision makers will need to be identified and documents updated to reflect the changes.

There are three types of advance directives: a living will; a durable power of attorney; and a health care proxy.

The following resources may assist you in revising your advance directive documents:

Understanding Advance Directives

Durable Financial Powers of Attorney

Living Wills and Medical Powers of Attorney

Health Care Surrogate Vs. Medical Power of Attorney

Living Wills Vs. Medical Power of Attorney


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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