Planning Ahead Starts Here
Planning ahead is a process, not a one-time task. Taking it one step at a time can make life easier for your loved ones, help protect what you leave behind, and give you greater peace of mind along the way.
Getting Started
You don’t have to—and realistically can’t—do everything at once. Start where you can. One critical early step is to tell at least one trusted person where your important documents and information are kept, even if your plan is unfinished.
For help thinking through what decisions matter most, visit the Your Choices section of this site.
Key Things to Know
Planning is about clarity and preparation, not spending money. Paying for things in advance is a separate decision and comes with risks—read the Pre-Paying section before committing to anything.
Planning Topics
Every person’s situation is different. These planning topics cover the major decisions and resources that can help you create a plan that fits your needs.
Essential Documents
Learn about the essential legal and medical documents that help protect your wishes and make things easier for your loved ones.
Pre-Pay vs Savings Options
Understand your options for paying end-of-life expenses and the benefits and risks of each approach.
Your Choices
Explore your options for body disposition and other end-of-life decisions so you can make informed choices.
Your Story
Plan the legacy you want to leave by preserving your stories, memories, and personal history for those who come after you.
Helping Hands
Learn which professionals can help with legal, financial, medical, and end-of-life planning, and how to find qualified support.
Personal Instructions
Create clear instructions for the everyday details your loved ones will need to manage after you’re gone.
Your Plan Will Need Updates
Don’t wait for a “perfect” moment—any plan is better than none. While laws differ by state, many core concepts are shared nationwide. And expect surprises: there’s more involved than most people anticipate.
Frequently Asked Questions
Where should I begin if I haven't done any planning?
Start with the basics. Tell a trusted person where your important documents are kept, then focus on the planning topic that feels most important to you. You don't have to complete everything at once—taking one step at a time is often the best approach.
Do I need to complete every planning topic?
No. Every person's situation is different. Some topics may be more important to you than others, and you can return to this information as your needs change. The goal is progress, not perfection.
How often should I review or update my plan?
Review your plan whenever you experience a major life change, such as a marriage, divorce, birth, death, move to another state, or significant change in your health or finances. Even without major changes, it's a good idea to review your plan every few years to make sure it still reflects your wishes and current laws.
Keep Taking the Next Step Forward
Planning doesn’t have to happen all at once. Whether you’re organizing important documents, making personal decisions, or simply learning your options, every step you take today can make life easier for you and those you care about.