Pre-Planning Checklist

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


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:

- 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 your choice of ground placement, placement in a niche, or scattering.                                                                                                                                                                                        You will need to decide:

- Cemetery / niche / scattering

- Cremation urn type if needed

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

- The contact information for the individual in charge of your arrangements

- Music, flowers, scripture or other readings

- Charity to receive donations in lieu of flowers

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

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.

- Give your Executor a copy of your Will. Safety deposit boxes are often opened up during the estate settlement process, long after the individual's death. Any service 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. Remind your personal representative that WE NOTIFY the Social Security Administration, and if you're receiving benefits from the Veteran's Administration, they should be contacted as well.

- Designate a Funeral Representative so that individual will have the sole authority to authorize cremation and dispose of your cremated remains. This is imperative if you are estranged from your family OR have no legal next of kin.  WE HAVE those documents available in our office at no charge to you.                             

You may wish to pre-pay for:

- Cemetery / entombment / scattering of cremated remains/ and memorialization services

You can also contact us for additional information. We're pleased to answer any questions you may have, without any obligation.  We are pleased to act as a resource for anyone who can benefit from our many years of experience and expertise.