Pre-Planning Checklist

For many, it feels like there’s an overwhelming amount of things to think about! But in all honesty, taking control of the important things in life just feels right. 

Prepare

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.

- 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.


These are only suggestions. We would be happy to talk with you about this without you preparing at all. 

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. 

- Give your Executor a copy of your Will. Do not be the only one to know where it is located. 

- 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 the funeral home. 

- 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. Remember, power of attorney is relinquished upon your death. 

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

-Buying a burial plot ahead of time can save money for your family. Think of who else may be buried there and buy multiple if that applies.