Planning AHEAD (Advance directives, Handling financial changes, Estate planning, and Arriving at Decisions for the end of this life) is a new program that can help you make end-of-life decisions to both make things easier for loved ones who are left behind and to ensure that your wishes are known and respected.

The free Planning AHEAD workbook that you can access at the link below is filled with fillable worksheets where you can record information about financial accounts, important people to contact, your wishes regarding end-of-life care, and much more. The workbook also features worksheets to help you plan for other transitions as you age, like listing current expenses and estimating how they might change in the future.

As you complete the workbook be sure to only share the information with your personal representative or another trusted individual and keep the completed forms in a safe and secure location. We’ve included some suggestions on how to do that near the front of the workbook.

Access to Extension’s free Planning AHEAD workbook