Acknowledge that this can be a difficult topic.

Share the purpose: to make things easier for one another, not harder.

Set a tone of openness, respect, and no judgment.

What matters most at the end of life?

• Comfort vs. extending life at all costs

• Being at home vs. hospital care

• Spiritual or cultural preferences

What does a “good ending” look like to each person?

Preferences for life-sustaining treatments.

Advance directives / living will status.

Who should make medical decisions if someone cannot?

• Confirm healthcare proxy / power of attorney

Thoughts on hospice or palliative care.

Key accounts and assets (high-level, not necessarily exact numbers).

Location of important documents:

• Will, trust, insurance policies, passwords, etc.

Executor or trustee designation.

Any known debts or ongoing obligations.

Funeral / memorial preferences.

Obituary preferences or messages.

Items with sentimental value. Who gets what, or how decisions should be made.

Charitable giving or causes to support.

Who is responsible for what:

• Medical decisions

• Financial/legal responsibilities

• Care for pets or dependents

What still needs to be done:

• Documents to complete or update

• Conversations to have with professionals

Invite honest questions.

Address any discomfort or confusion.

Clarify anything that feels uncertain.

Acknowledge the importance of the conversation.

Express appreciation for everyone’s participation.

Reinforce that this is an ongoing dialogue—not a one-time talk.