What Happens to Your Directive Documents Account When You Die
Quick Facts
Access
Family needs docs immediately
Content
Advance healthcare directives
Sharing
Share with healthcare team
Step-by-Step Guide
Ensure family can access directives immediately
Advance directives must be accessible when needed. Ensure family members and healthcare proxy know where they are stored.
Share with healthcare providers
Provide copies of advance directives to primary care physician, hospital, and any care facilities.
Document Now Checklist
- Account email
- Directives stored on platform
- Healthcare proxy name and contact
- Providers who have copies
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Directive Documents. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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