5 Documents To Prepare For Your Eventual Passing

Posted on July 22, 2019 by Cameron Naugle under funeral home
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Preplanning for your funeral home needs in Jacksonville, FL is one way to get ready for your eventual passing. Another way is to gather and prepare these 5 important documents so your loved ones are not left with the difficult task all on their own after you’re gone.

funeral home needs in Jacksonville, FL

1. Healthcare Power of Attorney – A healthcare power of attorney (POA) document appoints someone to make your medical decisions for you if you ever become unable. This document is good to have in the event of any medical problems from terminal illnesses and loss of brain function to temporary unconsciousness. Choose someone you trust to be your healthcare POA. Some states require a POA to be notarized with additional witnesses, but all states require the document to be signed by all involved parties.

2. HIPAA Release – The Health Insurance Portability and Accountability Act (HIPAA) stipulate that all medical records are confidential between the patient and the healthcare provider. If you want a family member to have access to your records in case you pass away or become incapacitated, you need to fill out and sign a HIPPAA Release form.

3. ICE Book of Important Documents – While an in case of emergency (ICE) book isn’t a formal document, it’s a major help for families to gain access to important documents when a loved one passes away or is incapacitated. Make one and keep it in a secure yet obvious place in the event of your death. Include documents in your ICE book like:

  • Tax returns going back 5 years
  • Bank accounts
  • Medical and dental records
  • Insurance information
  • Birth certificate
  • Social security card
  • Important passwords

4. Will – Your will is a document that states who will receive your assets and belongings after you pass. Wills must meet some important criteria to be valid, so it’s always a good idea to consult an attorney. Make sure your will:

  • Clearly identifies itself as your personal will and clearly lists your name, date of birth, and social security number.
  • Names an executor to make sure your exact wishes are carried out, from cremation to dividing the assets.
  • Clearly lists and identifies the heirs
  • Names all your assets, from bank accounts to estates and everything in between, and designates which heir will get what percentage of each asset.
  • Is signed by you and two or three witnesses

You can also draw up a living will in the event you become incapacitated in some way. Different than a POA or a will, a living will lets you lay out your end of life wishes in the event you become terminally ill.

If you have questions about these documents, or want to learn about other ways you can prepare for your eventual passing, simply contact Naugle Funeral Home & Cremation Services. We offer expert Jacksonville, FL funeral home services from 808 Margaret St Jacksonville, FL 32204. Give us a call today at (904) 683-9288.

Cameron Naugle

Paul (Cameron) Naugle, Jr., a fourth generation funeral director was born and raised in Jacksonville, Florida. He graduated from Wolfson High School and then went on to graduate from Gupton-Jones College of Funeral Services in Atlanta, Georgia where he was part of the National Mortuary Honor Society (Phi Sigma Eta). He then graduated from The University of North Florida with a degree in Business Administration. He is a licensed funeral director as well as a licensed embalmer. He took over the position of President and CEO of Naugle Funeral Home and Cremation Services in 2012, following in his father’s, grandfather’s and great-grandfather’s footsteps. Cameron is married to Katherine Schnauss Naugle, an estate planning, probate and elder law attorney in Jacksonville and has two amazing children. He enjoys spending time with his family. He also enjoys his hobby of restoring and showing his antique cars. Cameron is a member of the Southside Businessmen’s Club of Jacksonville, as well as a member of the Florida Cemetery Cremation and Funeral Association (FCCFA).

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