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Pre-Plan Checklist

Pre-Planning Checklist

Dealing with the loss of a loved one can be overwhelming to your surviving family and friends, but pre-planning your funeral service can help them better deal with the stress of losing someone.

Choose the Service

This time is set aside for family and friends to gather together to say goodbye, while being in the comfort of those closest to them. We can personalize the visitation to be as unique as your loved one with a tribute video, items or displays that were important to your loved one, or simply pictures displayed. We will work with your family to design the perfect gathering experience.

  • Choose what funeral home and director you would like to use to handle your service.
  • Decide what type of service you want (traditional, cremation, donation, etc…).
  • If you choose a traditional service with burial, decide where you want to be buried.
  • Meet with the funeral director and look at your options for caskets and urns.
  • If you decide you want to be buried, choose clothing options.
  • Look at options for a location to hold your service (funeral home, religious facility, sentimental building, graveside).
  • Choose which songs you would like played at your service.
  • Write an obituary or make notes about information you would like to be included in your obituary.

Get Peace Of Mind

Your family and friends want to take part in the process of fulfilling your final wishes, they only need instructions on what they need to do.

  • Make sure someone, preferably your executor, has a copy of the will.
  • Give a family member or chosen friend a list of important account information that will need to be contacted and handled following your death. Also make sure someone knows your final wishes for your desired service.
  • Designate someone to be your power of attorney.
  • Have someone prepared to cancel basic utility services and subscriptions.

Reserve What You Need

Making decisions about your funeral service in advance can benefit you and your survivors financially. If possible, pay for all expenses in advance, freeing your family from that financial burden. When possible, pre pay for:

  • Cemetery services, burial plot
  • All funeral arrangements including :
  • Casket or Urn
  • Transportation
  • Specialized services or requests
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