Planned Giving: The Omega File

The OMEGA FILE is offered by Saint James to help bring peace to you and your loved ones during stressful times. It is intended to help you organize and prepare documents that will put your affairs and desires in one place for your loved ones when you are sick or when you die.

THE OMEGA FILE is intended to help you organize and prepare documents, which will put your affairs and desires in one place for your loved ones when you are sick or when you die. This is a document for anyone who wants to make things easier for family and friends in case of emergency or death. Included are sections to help your loved ones know about your Will, health care directives, organ donation desires, funeral plans, business affairs, charity intentions, and most anything else you want people to know when you are not able to personally tell them.

Please note that none of this information is a legal document, and the OMEGA FILE does not take the place of a will.

Plan to leave your OMEGA FILE in a place accessible and known to your next of kin and/or executor. Safe deposit boxes are sealed at a person’s death and are not a good place to leave documents that need to be used immediately after death.

Instructions for use of the OMEGA FILE:

(to print and fill out manually)

  1. Click here to open the file
  2. A new window will open
  3. In the upper-right corner, a printer icon will appear
  4. Click the printer icon
  5. A new window will appear
  6. Click “Print”

(to fill out electronically)

  1. Click here to open the file
  2. A new window will open
  3. In the upper-right corner, click the downward-facing arrow icon
  4. A pop-up window will appear
  5. Select the location on your computer where you would like to keep the file for future use
  6. Click “Save”
  7. Open the file from your computer with Acrobat Reader.
  8. If you do not have this program on your computer, you can download for free here.
  9. Save the file after you have filled out the information
  10. As needed, return to the OMEGA FILE on your computer and fill out new information if your situation changes.
Draft 4 - Warrenton Omega File Draft 3-23-2017 Form 3-26 Locked CLEANv2