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MEDICAID & VA BENEFITS
March 27, 2018
A Good Checklist To Use For Planning When Dealing With Terminal Illness
Check on a DNR document, if it has been signed. If patient is at home, fold the DNR document in a baggie affixed to the refrigerator where it is immediately accessible.
If a hospice worker is in attendance, make sure they know who to contact.
Discuss funeral arrangements and possible advance agreement.
For veterans, check veteran burial benefits. Find the original DD14.
Discuss the obituary. Get loved ones’ input.
Discuss pets or dependents and care arrangements. Check survivor benefit for disabled dependent.
Develop a list of who should be notified at death, by what means. Ask for family input.
Determine liquid assets, a trust or Will, and make sure there are sufficient liquid funds to pay final expenses.
Tax returns. Identity of CPA, if any. Locate recent tax returns.
Check tax form 1099s to ascertain liquid assets. Contact attorney if name is available.
Identify sources of income and inform family that Social Security will recapture the final check by a credit to the bank account. Check survivor benefits.
Ascertain any dependent health insurance coverage and whether coverage continues after death.
Check title to assets and beneficiary designations, and location of original Will.
Check insurance policies and locate them. This includes property insurance and life insurance.
Bills – utility bills, other regular bills, and homeowner association dues.
Check details of mail forwarding.