It’s the Details that Matter Most
As part of our Loose End series we consider several areas that should be regularly re-assessed and aligned with updated goals, documents and other important details. Here we look at regularly reviewing your Memorial Instructions:
Memorial Instructions
Documented Memorial instructions can greatly reduce the potential stress and conflict among heirs and family members. Without documentation of your desires, heirs are left to make critical and emotionally taxing decisions in a short period of time and often under a great deal of stress. Documenting these instructions and communicating them to your heirs can be extremely helpful to them.
Potential loose-ends to secure or manage
- Determining whether to bury or cremate and coordinating and documenting the necessary arrangements
- Organizing funeral and/or other celebration of life arrangements
- Ensuring that the responsible parties selected to carry out your desires have read the document and are willing to follow them
- Reviewing and modifying the document as necessary
- Deciding who will write the obituary and what should it convey to the reader
If you are interested learning more about our Loose Ends – Wealth & Beyond programs check out our recent blogs on the subject and specific areas to concentrate on tying off loose ends
- LEM – Looking at Wealth & Beyond – Getting the Most out of the Financial Future You Have Built
- LEM – The Bigger Why – Which provides an overview of Loose Ends Management
- LEM – Reviewing Your Memorial Instructions – Ensuring your wishes are documented and communicated to those who will carry them out
- Reviewing Your Last Will & Testament – Defining personal intentions and determining asset distribution
- Reviewing Your Trust Documents – Estate planning revised
- Reviewing Your DAF & Other Philanthropic Vehicles – Leaving a legacy and giving to the causes that mean the most to you and your family
- The LEM Asset Microscopes – Getting focused on documenting assets
- Family Limited Partnerships – Making decisions with those you love the most
