Pre-Planning Checklist

So, you're thinking about making your final arrangements? This checklist will help you make sure every detail is handled properly.

• Prepare a list of people who should be contacted in case of a medical emergency or death & who is in charge
• Inform person(s) in charge of where all your important documents are - POA, Will, health care proxy, living will, Agent form, preplanned funeral arrangements
• Choose the type of disposition you would like (burial or cremation)
• Write down information needed for a death certificate
• Write an obituary and decide where it should appear
• Identify photos of yourself & others that can be used
• Choose Your Details:
  o    Cemetery lot location
  o    Casket type/Cremation urn type
  o    Vault/Sectional crypt
  o    Type of service: religious, military, other
  o    Your pallbearers
  o    Your music selection
  o    Your flowers
  o    Readings at service and who will read them
  o    The charity, church, or organization you would like donations to be made to
  o    Your funeral and visitation location

Now that you've figured out the details, it's time to make sure they're carried out as you wish.  It's forethoughtful, and such an integral part of anyone's financial planning, provides comfort, is a loving gift to your loved ones, and will give such peace of mind!  Honestly, it's easy!

First, simply contact us to receive your Preplanning Packet that will explain all details, then after reading, schedule your appointment to meet to establish & fund a preplanned funeral account.  Additionally, take the time to legally assign responsibility for your wishes being carried out by completing an Agent Form and making that a part of your formal pre-arrangements.

Have questions about pre-planning?  Give us a call. We’ll help you take care of all the details – and there’s absolutely no cost or obligation for this service.