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 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.
  • Choose the type of service you would like including the burial you prefer and make those arrangements. You will need to decide:
  • The contact details for the funeral home you designate to care for you
  • Type of service: traditional, memorial, private or graveside (consider any customs, traditions, or religious rites that are important to you and your family)
  • Funeral and visitation location
  • Casket type; or cremation urn type
  • Cemetery Lot location
  • Vault or sectional crypt (each cemetery has their own regulations)
  • Choose the clothing you'd like to be dressed in
  • Select the speakers and the eulogies that you would want to represent you (Pallbearers, music, flowers, scripture or other readings)
  • Write an obituary or simply jot down information you would like included in an obituary
  • Charity to receive donations in lieu of flowers, if donations are preferred
  • Brainstorm any additional ways you'd like to personalize the services or pay tribute to your accomplishments, hobbies, personality, and life story

    Remember that there is no need to make all of the decisions right away, and that the purpose of pre-planning is to allow yourself to take the time you need when considering your options and making the choices that are right for you.  For personalized assistance in creating your plan, call us to schedule a one on one meeting.

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.

- 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 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.

- Make sure your representative also has important account information for social media tools that you may have, such as e-mail accounts, facebook etc.

- 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, and newspaper and magazine deliveries, to be cancelled.

You can also contact us for additional information. We're pleased to answer any questions you may have.