PANAMA MEDICAL HUB — OUR FAMILY PLANNING SHEET A conversation starter based on the local estate planning, senior care, bereavement, and inheritance guides. Complete and keep your copy privately. Use document locations rather than passwords or full account numbers. Last discussed: __________________ Next review: __________________ OUR PEOPLE Trusted local contact in Panama: __________________________________ Family coordinator: _______________________________________________ Care provider / insurer: __________________________________________ Funeral plan or provider, if relevant: _____________________________ Legal adviser / consular contact: __________________________________ How we will keep relatives updated: _______________________________ OUR WISHES Care preferences to discuss: ______________________________________ Funeral or repatriation wishes to discuss: _________________________ Other people to involve: __________________________________________ WHERE TO FIND THE RECORDS Will and related estate planning records: _________________________ Care instructions / advance directive: ____________________________ Insurance and funeral plan documents: _____________________________ Property ownership and mortgage records: __________________________ Utilities, condo administration, and upkeep contacts: _______________ Who knows how to access the documents appropriately: _______________ QUESTIONS FOR OUR ADVISERS Who can act, and what authority or documents are needed? __________________________________________________________________ What matters need attention locally and in the home country? __________________________________________________________________ What arrangements are needed for ongoing property costs and upkeep? __________________________________________________________________ What else needs confirming for our circumstances? __________________________________________________________________ OUR NEXT CONVERSATION Question or task: __________________ Person to follow up: __________ Question or task: __________________ Person to follow up: __________ Question or task: __________________ Person to follow up: __________ This sheet records discussion points; it does not confer legal authority or replace a will, advance directive, power of attorney, or professional advice. Local reading: family-support/index.html after-a-death/index.html property-and-inheritance/index.html