End of life planning: What loved ones should know

By MassMutual Staff

By MassMutual Staff

Posted on Jul 21, 2020

After the emotional impact of a loss or long term illness one of the toughest things loved ones face is the legal, financial and logistical aftermath. It’s even harder if they don’t know where to find the information and documents they need, such as bank and credit card accounts, health care proxies, wills, and important contacts. By planning now, you can help make things easier down the road for the people you love.

Easing the Burden on Your Loved Ones

Thinking about how your loved ones will move on when you’re no longer with them is never easy. But by taking the time now to organize important information and write down what matters to you, you can help ease the burden on family and friends.

Our free guide for getting your affairs in order helps you capture your important information in one place. This includes:

  • Insurance and beneficiary information
  • Key contacts, advisors and executors
  • Financial information and accounts
  • Online accounts, memberships and social networking
  • Location of important documents
  • Final arrangements and wishes

Planning for the future is an ongoing process

Simply download and save the What My Loved Ones Need to Know guide and fill out the form fields. You should go back on an annual basis to update any information that may have changed over the past year. Make sure that your document is safely secured, perhaps in its own folder or with other important documents.

Learn more from MassMutual ...

Hospice care: What you need to know

How to make sure your heirs won’t fight

What to do when a loved one passes


The information provided is not written or intended as specific tax or legal advice. MassMutual, its employees and representatives are not authorized to give tax or legal advice. You are encouraged to seek advice from your own tax or legal counsel. Opinions expressed by those interviewed are their own and do not necessarily represent the views of MassMutual.