Pre-Planning Checklist

For many, it feels like there’s an overwhelming amount of things to think about! But in all honesty, taking control of the important things in life just feels good; you know it's the right thing to do for you, and your family.

Prepare

Laying the foundation for a well thought out plan for you or a loved one takes a bit of time, but, it's worth every moment spent. After all, you’re setting the stage for a more relaxed and enjoyable life, because you’ll have the peace-of-mind preparedness brings. Here’s what to do to get started:

Laying the foundation for a well thought out plan for you or a loved one takes a bit of time, but, it's worth every moment spent. After all, you’re setting the stage for a more relaxed and enjoyable life, because you’ll have the peace-of-mind preparedness brings. To get started with funeral arrangements, you will need to decide:

- Burial or Cremation

- Type and location of services:  visitation, religious, military, non-denominational, or fraternal

       Select pallbearers, music, flowers, scripture or other readings

       Select the speakers and the eulogies that you would want to represent you.

       Consider reception or other memorial gathering

- Cemetery, including lot location

- Casket type; cremation urn type

- Vault type

- Flower preferences

- Write an obituary or simply jot down information you would like included in an obituary. 

      Decide where obituary and memorial information should appear.

      Decide what organization(s) or church will benefit from memorial donations in your name.                                                  Consider donations in lieu of flowers, if donations are preferred.


Arrange and Delegate

The people who know and care about you will be there when you need them. You only need to provide them with instructions, important financial details, and then relax. You’re in good hands.

- Prepare a contact list of individuals who should be notified in a medical emergency or death.

- Share contact details for the funeral home to care for you

- Give your Executor a copy of your Will. Safety deposit boxes are often opened up during the estate settlement process, long after the funeral. Any funeral planning documents therein can be of no help to your executor.

- Make sure your representative has a list of important account information or telephone numbers for retirement plans, insurance policies, investments, bank accounts, safe-deposit boxes, properties, preferred law and accountant firms and mortuaries.

- Make a list of credit cards, personal accounts, telephone and utilities services, newspaper and magazine deliveries, etc. that will need to be cancelled.

- Make a list of Social Media accounts to close or memorialize

- Make arrangements for pets to find a new home.

Pay for:

- Funeral arrangements

- Cemetery and memorialization services

- Designate a power of attorney to ensure that proper information can be accessed in the event of your illness or death. Make sure a durable power of attorney for health care and a living will are in place so that your wishes are carried out if you are unable to do so.

* We report the passing to the Social Security Administration.  Remind your personal representative that the Social Security Administration may need to be called if benefits will continue for another family member. If you are receiving benefits from the Veteran's Administration, they should be contacted as well.

You can also contact us for additional information.
We're pleased to answer any questions you may have, without obligation.