Pre-Planning Checklist

Pre-planning can seem overwhelming at first. But in all honesty, 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.


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 how you can get started today:

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

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

- Decide where you would like the obituary and memorial information to appear.

Choose the type of service you would like including whether you would prefer burial or cremation and make those arrangements. Some things you may want to consider include:

- Cemetery lot location

- Casket type or cremation urn type

- Vault type

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

- Speakers/pastors, pallbearers, flowers, preferred music, scripture, or readings

- If donations are preferred, selecting a church or organization to receive donations in lieu of flowers

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 funeral. Any funeral planning documents therein can be of no help to your executor.

- Make sure your personal 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. Remind your representative that the Social Security Administration will need to be called. If you're receiving benefits such as those from the Veteran's Administration, those organizations should be contacted as well.

- 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.

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

Consider paying for:

- Funeral arrangements, including clergy, florist and transportation

- Cemetery and memorialization services

While you are beginning pre-planning considerations, please keep in mind that we are available to assist you each step of the way and answer any questions you might have, without obligation.