BEST WISHES SENIOR PLANNING KIT

Best Wishes Senior Planning Kit


Best Wishes Planning Kit

Now that you've got their attention, it's as good a time as any to introduce them to and help them with recognizing the importance of completing documents that help carry out their final wishes and address concerns. This is why we created the 'Best Wishes' Planning Kit for seniors. Physiques may change, but the minds of many seniors are still sharp, which makes it a perfect time to encourage and work with them to complete this paperwork. Take a day and gather the group together. Make an activity of it, all while providing a valuable service to the participants and clients who attend programs at your center.

Taking Care of Business Contents:

  • A Living Will
  • Will
  • Power-of-Attorney
  • Planning Guide
  • Asset and Document Listing Locator
  • Food for Thought Notes

There are many sites online that offer either free and/or fee-based do-it-yourself legal forms such as Wills, Living Wills and Power-of-Attorney forms. Some are blank printable forms and others can be filled out online. Though not recommending any particular site, listed below are some prominently displayed online. Include the name of the form you are looking for in your search. Complete the necessary paperwork or consult an attorney in your state as part of your estate plan.

Download Planning Kit

Courtesy of Let's See If We Can Help, Inc.  PO Box 8462, Philadelphia, PA 19101  215-665-8285

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