Pre-Planning Checklist

For many, it feels like there's an overwhelming amount of things to think about. However, 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 plan for you or a loved one takes a bit of time, but, it's worth every moment spent. After all, having your plans pre-arranged can give you the peace of mind that your wishes are in place. Here’s what to do to get started:

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

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

- Decide where obituary and memorial information should appear.

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

- Cemetery lot location

- Casket type; cremation urn type

- Vault or sectional crypt

- Type of service: religious, military, non-denominational, or fraternal

- The contact details for the funeral home you designate to care for you

- Pallbearers, music, flowers, scripture or other readings

- Charity to receive donations in lieu of flowers, if donations are preferred

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

- Decide what organizations or church will benefit from memorial donations in your name


Arrange and Delegate

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

- Give your family members a copies of your pre-planned funeral information. After you meet with our funeral director and put a plan in place, give a copy to a representative who will handle your affairs. 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 family.

- 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, and military discharge documents.

- Designate a power of attorney to ensure that proper information can be accessed in the event of your illness. Make sure a durable power of attorney for health care is 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.

- 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.