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Organize and Pre-Plan Funeral Arrangements
The Funeral Planning Guide contains essential information for navigating the funeral planning process, takes you step-by-step through the planning process, and shows how to:
   ⇒  Save money pre-planning a funeral. ⇒  Purchase a burial plot at a great price.
   ⇒  Understand funeral home costs. ⇒  Select a casket or urn.
   ⇒  Find a quality funeral home. ⇒  Acquire a Will or Healthcare Directive.
The Funeral Planning Guide also includes the 25 easy-to-follow worksheets and clear instructions to organize and record your funeral plans and your financial, medical, and personal information. Complete the following worksheets and store them with your other estate documents.
Only $19.95 Click the titles below to view the first page of each worksheet.
25 Funeral Planning Worksheets
Funeral and Burial Checklist. Describes 40 important tasks to be addressed, such as who to notify, how to prepare to meet with the funeral director, what needs to be done after your meeting, and what tasks can wait.
Funeral and Burial Decisions. Record your funeral service and burial wishes, including the funeral home, service type, whether to be cremated or buried, have an opened or closed casket, and the casket or urn you want.
Burial Clothes & Jewelry. Specify the clothes, jewelry (such as rings and watches), cosmetics, and hair style that you want. Photograph each item so your family can easily identify and provide them to the funeral home.
Headstones & Grave Markers. Specify the inscription for the headstone or grave marker, the material used (such as granite, marble, or bronze) and the color, style, shape, and size.
Viewings and Visitations. Specify how and when you want the body viewed. The body can be viewed at a funeral home, church, or another location. You can also specify whether the viewing is for family only.
Funeral Gatherings and Wakes. It is very common for families to host a gathering or wake before or after the funeral service. This gathering can be at a home, local restaurant, or facility near where the service is held.
Flowers, Cards, and Donations. List where you want flowers and sympathy cards sent, the types of flowers you want at the funeral service and cemetery, and specific floral requests (such as casket sprays and wreaths).
Music, Poems, and Bible Verses. List all the music, poems, and Bible verses that you want played and read at your service. Be sure to note whether you want specific people to perform the songs or read verses at the service.
Legal Documents. Record where your documents are stored, such as a safety deposit box or at your home. These legal documents can include your Living Will, Power of Attorney, and Last Will and Testament.
Organ Donation. Record whether you want to be an organ donor. You can stipulate that your organs, as well as tissues, stem cells, and platelets be donated or stipulate that your entire body be donated to a medical school.
Bequest of Personal Property. List the personal items that you want to leave to a specific person (such as a son, daughter, or chartiable organization), the name of the person or organization, and the estimated values.
Insurance Policies. List summary information about each insurance policy that you own. This information is essential for contacting insurance providers, verifying coverage, and collecting benefits.
Investments. Record all your investment and brokage information to provide your family and executor, such as stocks, bonds, mutual funds, 401(k) accounts, IRAs, cash, CDs, and pension funds.
Bank Accounts. Record each checking and savings accounts that you have at various banks and credit unions. Otherwise, family members will have an difficult time determining at which banks they reside.
Loans and Mortgages. List your mortgage or other loans for which you make regular payments. These loans can be for items such as cars, boats, RVs, property, lines of credit, and college for your children or grandchildren.
Credit and Debit Cards. List all your credit cards and debit cards, such as Visa, MasterCard, American Express, gasoline cards, and bank debit cards. It’s important to list all your cards, not just the ones on which you owe money.
Recurring Bills and Payments. List all the recurring bills that you receive at home, such as telephone, cell phone, cable, natural gas, electricity, water, sewer, garbage collection, newspapers, and Internet access.
Cars, Boats, and Other Vehicles. List each vehicle you own, because with the exception of your home, they are probably the most expensive items you own. Record motorcycles, ATVs, trailers, RVs, and campers.
Passwords, PINs, and Combinations. Record your passwords, personal identification numbers (PINs), and combinations for all your Web sites, banking accounts, bank cards, e-mail accounts, home safes, and logons.
Church, Clubs, and Organizations. List the church, clubs, and organizations to which you belong. Business organizations might include the Chamber of Commerce and Rotary Club.
Pets and Other Animals. People often have cats, dogs, and other household pets that they want to give to a friend or family member when they are no longer able to care for them. Document to whom you want each animal to go.
Family Contacts. List all the contact information that is necessary so that your children and other family members can be quickly and easily contacted when necessary. Remember to update this information on a regular basis.
Personal Background. List your home address, Social Security number, and martial status. If you ever served in the U.S. military, record all pertinent information such as the date of discharge and the highest rank attained.
Doctors. List contact information for each of your doctors so they can be easily contacted by your family if the need arises. You can also record related information, such as prescriptions and discount cards.
Prescriptions and Medicines. Record your prescription information so that your doctors can see the medicines you are taking if you become ill. This information will be very helpful to your family and doctor.
 

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