Offered as part of your CLR Law, PLLC Legacy Sustainment Plan™
My Life & Wishes® creates a complete digital record of the most important information you need in life
and that your family will need if you become incapacitated and upon your death.
Personal Information
Health Care Providers
Employer Information
Education History
Bank Accounts
Loans
Credit Cards
Investments
Retirement plans
Pensions
Children
Grandchildren
Other Family Members
Attorneys
Investment Advisors
Accountants
Insurance Agents
Spiritual Advisors
Personal Contacts
Professional Contacts
Estate Plans
Birth Certificates
Marriage Licenses
Divorce Papers
Citizenship Papers
Tax Records
Insurance Policies
Household Accounts
Online Accounts
Website Logins
Eldercare
Healthcare Directives
Funeral Arrangements
Eulogy Suggestions
Obituary Notes
Charitable Gifts
Desired Distribution
Care Instructions
Behavioral Information
Veterinary Information
Special Needs
Medications
Pet Insurance Policy
Pet Trust Information
End of Life Instructions
Disability
Long-Term Care
Military Funeral Rights
Life Insurance
Survivor’s Benefits