My Wishes
My Wishes is a simple way to organize the personal, practical, and financial details your family will need — clearly, calmly, and in one place.
You can start small, skip sections, and update your wishes anytime.
Why Families Struggle Without Clear Wishes
When someone passes away or becomes unable to communicate, families are often left making difficult decisions without guidance.
My Wishes helps reduce stress, confusion, and uncertainty by clearly documenting what matters most to you — before it’s needed.
What’s Included in My Wishes
My Wishes brings together the information your loved ones will need — without requiring legal or financial decisions on day one.
Funeral & Service Preferences
Burial or cremation, service type, readings, music, tone, and other preferences that help your family honor you.
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Medical & Care Preferences
Non-legal guidance about care preferences and who should speak for you if you can’t.
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Financial Snapshot
Where accounts, insurance, and important financial information are located — without listing balances.
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Legal Contacts
Information about your will, trust, and the professionals involved — so your family knows who to call.
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My Wishes Is
- A clear reference for your family
- A place to organize important information
- Something you can update anytime
- A way to reduce stress and guesswork
My Wishes Is Not
- A legal document
- A replacement for a will or trust
- A financial planning tool
- Something you must complete all at once
How My Wishes Fits Into Your Plan
My Wishes works alongside legal planning, financial planning, and legacy messages. You can explore each area separately — or use them together to create a more complete plan.
- Use Financial Planning to understand accounts and beneficiaries
- Use Legal Planning to learn about wills and trusts
- Use Legacy & Memorial to write messages in your own words
A Simple Place to Begin
Many people start with My Wishes because it focuses on clarity, not complexity. Even a small amount of information can make a meaningful difference for your family.
You’re Doing the Right Thing
Planning ahead is an act of care. Take your time — we’ll be here when you’re ready to continue.