Pre-Planning Checklist

For most, it can feel like there's too much to think about. But taking control of the important things in life is the right thing to do for you and your family. 

Be Prepared

Laying the foundation for a solid plan for you or a loved one may take some time, but, it's worth every second we spent. After all, you’re setting the stage for a more relaxed life, because you’ll have the peace-of-mind preparedness brings. Here’s how to get started:

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

- Write an obituary or write some things down you would like included. 

- Decide where memorial and obituary information should reside.

Choose the type of service you would like to have and include the burial you prefer and make those arrangements. You will need to decide:

- Cemetery location

- Casket type; cremation urn type

- Sectional or vault crypt

- Type of service: military, religious, fraternal and non-denomination  

- Contact details for the designated funeral and home.

- Pallbearers, flowers, music, scripture or other readings

- Charity to receive donations, if donations are preferred

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

- Decide what organizations or religious houses will benefit from memorial donations in your name.

Arrange and Delegate

The people who care about you will be there when you need them. You only need to provide them with instructions.

- Give your Executor a copy of your Will and then i will be opened up during the settlement process.

- 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. Remind your personal representative that the Social Security Administration will need to be called and, if you're receiving benefits such as those from the Veteran's Administration, they should be contacted as well.

- 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.

- Make arrangements for telephone and utilities services, and newspaper and magazine deliveries, to be cancelled.

Pay for:

- Memorialization and Cemetery services.

- Funeral arrangements, including clergy, florist and transportation

- Make arrangements for pets to find a new home.

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