Laying the foundation for a well thought out plan for you or a loved one may take a little time, but, it's worth every moment spent. After all, you will be setting the stage for a more relaxed and enjoyable life, because you’ll have the peace-of-mind that preparing ahead brings. Here are our recommendations on how to get started:
Prepare a contact list of who should be notified in a medical emergency or death.
Write an obituary or 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
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. 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 mortuaries. Remind your personal representative that the Social Security Administration will need to be called and, if you're receiving benefits such as those from the Veteran's Administration, they 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, and newspaper and magazine deliveries, to be cancelled.
Cemetery and memorialization services
Funeral arrangements, including clergy, florist and transportation
Make arrangements for pets to find a new home.
You can also contact us for additional information. We're pleased to answer any questions you may have, without obligation.