1. Digital Legacy Management

In the modern world, our online presence often carries just as much weight as our physical one, shaping how we interact with others and leaving a lasting digital footprint. From social media profiles and email accounts to blogs, online banking, and cloud storage, our lives are increasingly intertwined with the digital realm. As such, it’s essential to consider the impact and management of your online identity, especially when it comes to end-of-life planning.

This includes deciding how you want your digital accounts and assets to be handled after you're gone—whether certain profiles should be memorialized, deactivated, or transferred to trusted individuals.

With sensitive information like passwords, financial data, and personal content stored online, taking steps to secure your accounts and ensure that your loved ones have access to important digital assets is vital. Properly planning for your online presence not only protects your privacy and legacy but also helps those you leave behind to manage and honor your digital life, avoiding potential complications and emotional stress in the future.

Consider including:

• Instructions for handling social media accounts (deletion, memorialization, etc.)
• Passwords and access information for important online accounts
• Preferences for what happens to your digital photos and files
• Guidelines for managing any online businesses or blogs you own

MyFamilyPlan's digital asset section allows you to securely store this information and designate a digital executor to manage your online legacy.

2. Genetic Material and Medical Data

For some individuals, preserving genetic material or medical data is a vital aspect of their end-of-life planning. This can be especially important for those who wish to pass on their genetic information for family planning, medical research, or future healthcare needs.

For example, individuals with hereditary conditions may choose to store genetic data for future generations to better understand and manage potential health risks. Additionally, preserving medical data, such as detailed health histories or records of treatments and diagnoses, can provide valuable information to both family members and healthcare providers.

This data can be used to make informed decisions about care, identify potential genetic markers, or contribute to medical advancements. Documenting your wishes regarding the storage and use of your genetic material or medical data ensures that your preferences are respected and that this critical information is accessible for its intended purpose, offering peace of mind and support to both your family and the broader medical community.

This might include:

• Instructions for stored genetic material (e.g., frozen eggs, sperm, or embryos)
• Preferences for sharing your medical data for research purposes
• Decisions about organ donation beyond the standard options

Our comprehensive workbook includes sections where you can document these specific medical and scientific preferences.

3. Personal Messages and Ethical Wills

Leaving behind a personal message to your loved ones can be a meaningful and heartfelt way to provide comfort and guidance long after you’re gone. Whether written in a letter, recorded as a video, or even expressed through a combination of media, this message offers an opportunity to share your final thoughts, express gratitude, and convey your love. It can also be a chance to pass on personal advice, life lessons, or memories that are particularly special to you.

In times of grief, such a message can provide reassurance, helping your loved ones feel connected to you and supported during their emotional journey. By taking the time to craft a personal message, you leave behind more than just words; you create a lasting piece of your legacy that will be cherished and remembered by those closest to you.

Consider leaving behind more than just your physical assets:

• Record video or audio messages for loved ones
• Write letters to be opened on specific occasions (weddings, graduations, etc.)
• Create an ethical will, sharing your values, life lessons, and hopes for future generations

MyFamilyPlan provides space for you to note the existence and location of these personal legacies, ensuring they’re not overlooked.  If fact, MyFamilyPlan includes a postmortem letter template in their Funeral Worksheet that does all this.

4. Unfinished Business and Bucket List Items

Incorporating unfinished business and bucket list items into an end-of-life plan allows individuals to address personal goals, unresolved matters, and dreams that they wish to complete or communicate before passing. For some, this may involve making peace with estranged family members, tying up loose financial ends, or completing important projects, such as writing a memoir or settling a business.

Others may focus on ticking off remaining bucket list items, whether it’s traveling to a dream destination, achieving a personal milestone, or experiencing a once-in-a-lifetime event. By including these elements in their plan, individuals can outline their intentions, allocate resources, and prioritize actions to ensure that they can work toward fulfilling these goals.

Documenting wishes for unfinished tasks in case time runs out can guide loved ones in handling or honoring these personal matters after death. This forward-thinking approach allows people to face the end of life with a sense of accomplishment and peace, knowing they've pursued their dreams and settled any lingering affairs.

If the unthinkable happens, you might want someone to complete certain tasks for you:

• Finish a project you've been working on
• Fulfill promises you've made
• Complete items from your bucket list on your behalf

Although MyFamilyPlan does not include a specific section for documenting “unfinished business”, one of the 3 Custom Worksheets tabs can be used to do this, or any of the other worksheets in the form of an unfinished business attachment.

5. Care Instructions for Sentimental Items

Including care instructions for sentimental items in an end-of-life plan is a thoughtful way to ensure cherished possessions are preserved and passed down with care and intention. Many people have heirlooms, keepsakes, or valuable memorabilia—such as family jewelry, antiques, or personal collections—that hold deep emotional significance. In their plan, individuals often specify who they want these items to go to and provide guidance on how they should be maintained or used.

This may involve detailing how to care for delicate items, such as fine china or photographs, or setting conditions for the use of items like a family home or a prized piece of artwork. By leaving clear instructions, individuals can ensure that these meaningful possessions are preserved for future generations and continue to carry the personal history and emotional value they represent. These instructions not only safeguard the physical integrity of the items but also help loved ones understand their significance and why they are important to be maintained.

Some possessions carry stories and memories that you might want to preserve:

• Provide history and care instructions for family heirlooms
• Share the stories behind meaningful jewelry or artwork
• Offer guidance on maintaining a special collection or hobby items

MyFamilyPlan's detailed asset section allows you to add notes and instructions for specific items, preserving their history and ensuring proper care.

6. Subscription and Membership Management

Including subscription and membership management in an end-of-life plan is an important step to help ease the financial and logistical burdens on loved ones. Many people maintain a variety of subscriptions and memberships, ranging from streaming services and magazines to gym memberships or professional organizations.

Without proper documentation, these ongoing charges can continue to accumulate, adding unnecessary costs and complications for family members after someone passes away. In their end-of-life plan, individuals can list all active subscriptions and memberships, along with details on how to cancel or transfer them.

This can include providing login credentials, account numbers, and contact information for each service. For some, certain memberships—such as those tied to a personal legacy or business—may need to be transferred to another individual, while others may simply be canceled.

In our subscription-based world, don't forget about ongoing services:

• List all subscriptions and memberships with instructions for cancellation or transfer
• Provide information about any pre-paid services that family members might be able to use
• Note any loyalty programs or points that can be transferred or redeemed

Note any loyalty programs or points that can be transferred or redeemed

Our Bill Payment worksheet can be used to track these ongoing commitments, making it easier for your executor to manage them.

7. Pet Care Details

Adding pet care information to an end-of-life plan is an essential step for ensuring your beloved animals are well cared for in the event of your passing. Pets rely on their owners for everything, and sudden changes can be stressful for both the pet and the people tasked with their care. In an end-of-life plan, individuals can specify who should take ownership of their pets, providing names and contact details of trusted family members, friends, or caregivers who are willing to assume responsibility.

Detailed care instructions—such as feeding schedules, medical needs, favorite activities, and behavioral quirks—help ensure the pet’s routine and well-being are maintained. For pets with special needs or medical conditions, it’s important to document any required treatments or medications, as well as the contact information for the pet’s veterinarian. Financial provisions for ongoing care can also be arranged to ease the burden on the new caretaker. By thoughtfully planning for your pets' future, you provide them with the stability and care they deserve, even after you're gone.

While basic pet care might be covered in a standard plan, consider adding:

• Detailed information about each pet's personality and preferences
• Contact information for preferred veterinarians, groomers, and pet sitters
• Instructions for any ongoing medical treatments or special diets

Although MyFamilyPlan does not include a specific section for documenting “pet care”, one of the 3 Custom Worksheets can be used to do this, or any of the other worksheets in the form of pet care instructions attachment can ensure the needs of your furry friends.

8. Philanthropy and Volunteer Commitments

Including philanthropy and volunteer commitments in an end-of-life plan allows individuals to ensure that their values and contributions continue to make a meaningful impact after they are gone. For those who have dedicated time, money, or resources to charitable causes or organizations, outlining their philanthropic intentions provides a clear roadmap for loved ones to follow. This can involve specifying donations to charities, establishing or contributing to a trust or foundation, or arranging for certain assets to be directed toward a cause that was important to them.

Individuals may want to designate someone to continue their volunteer commitments or provide guidance on how they wish for their volunteer work to be honored or recognized. Including instructions for philanthropy in the plan can help ensure that the causes they cared about continue to thrive, while also offering a way to memorialize their legacy of giving and service. By doing so, people can leave a lasting impact on their communities and the organizations they supported throughout their lives.

If giving back is important to you, include:

• Information about your ongoing charitable commitments
• Wishes for continued support of specific causes
• Details about any volunteer positions you hold and how they should be handled

Although MyFamilyPlan does not include a specific section for documenting “philanthropy and volunteer commitments”, one of the 3 Custom Worksheets tabs can be used to do this, or any of the other worksheets in the form of an attachment - ensuring your legacy of giving can continue.