A PLAN IS IMPORTANT. PREPAREDNESS GOES FURTHER.

Having important documents, insurance, and final arrangements in place is an important beginning. True preparedness also means making sure the people you love know what exists, where to find it, what you want, and what to do when the time comes.

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THE PREPAREDNESS GAP

PREPARE

Will
Trust
Life Insurance
Financial Plan
Advance Directives
Property & Asset Documents
Pre-Need Arrangements

PREPARING YOUR FAMILY

Do they know these documents and plans exist?
Do they know where they are?
Do they understand your wishes?
Do they know who is responsible for what?
Can they access the information they will need?
Do they know which professionals to contact?
Have you talked about it?

The difference between having a plan and having a prepared family is the preparedness gap.

WHAT SHOULD FAMILIES PREPARE?

Important Documents

Wills, trusts, property records and deeds, vehicle titles, military records, and other important personal documents.

Financial & Insurance Information

Accounts, policies, retirement information, pensions, and key professional contacts.

Beneficiary Designations

Know which assets have beneficiary designations and periodically review them, especially after major life changes.

Healthcare & Personal Wishes

Know what healthcare and personal wishes have been documented and who needs to know about them.

Digital Life

Accounts, passwords, devices, subscriptions, photographs, and digital assets.

Final Arrangements

Existing pre-need arrangements, cemetery information, service preferences, and important contacts.

Legacy & Personal History

Stories, photographs, traditions, recipes, letters, keepsakes, and family history.

THE CONVERSATION MATTERS

DON'T JUST PREPARE THE DOCUMENTS. PREPARE THE PEOPLE.

Who should know where everything is?
Who will handle certain responsibilities?
What wishes are especially important to you?
What would make a difficult time easier for your family?
What stories, traditions, or information do you want preserved?

Learn How to Start the Conversation

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ORGANIZATION CREATES CLARITY

Explain how a central, organized place helps families locate important information and understand what has already been prepared.

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PREPARATION TAKES A TEAM

CENTER OF CIRCLE: YOUR FAMILY

Preparation takes a community. Different professionals and organizations play important roles in helping families prepare and navigate life's transitions. After Forever helps families understand the bigger picture, organize important information, begin meaningful conversations, and connect with resources that can help.

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