ENDOW - Estate Notes and Declaration of Wishes

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A Valuable and Time-Saving Planning Tool
 

When the time comes for someone to step in on your behalf—whether due to illness, incapacity, or passing—clarity matters. That’s why Brevard Healthcare Navigation has created ENDOW: Estate Notes and Declaration of Wishes, a user-friendly yet comprehensive workbook designed to organize your essential personal, financial, and legal information in one place.

This packet serves as a practical guide for your Durable Power of Attorney, Health Care Surrogate, Trustee, or Executor, giving them the direction they need to act accurately and efficiently, without the stress of searching through scattered files or making assumptions about your intentions.

• Personal and family information
• Legal designations (POA, HCS, Executor, Trustee)
• Location of important documents (wills, deeds, insurance policies, trusts, etc.)
• Financial accounts and contacts
• Digital asset inventory (passwords, usernames, online accounts)
• Insurance and benefit details
• Final wishes (burial/cremation preferences, memorial instructions, charitable intentions)
• Pet care wishes and other personal directives
• Emergency contacts and professional advisors
   

The workbook is designed to be updated over time, and can be easily shared with your family attorney, advisor, or designated decision-makers.

Without a central record, even the most well-prepared families can face confusion, delays, or unintentional mistakes when trying to manage estate matters or act on your behalf. ENDOW provides a clear, consolidated resource that saves time, prevents conflict, and ensures your wishes are known and respected.

• Adults creating or updating their estate plans
• Seniors wanting to ease the burden on loved ones
• Caregivers or family members preparing for future responsibilities
• Anyone serving as a POA, trustee, or executor
• Individuals with blended families or complex personal circumstances