Planning Guide


Taking Control of Your Own Funeral

This guide is intended for your personal use. You can print the guide and complete it at your convenience. Share your wishes with a family member or trusted friend. If you do not want to review the guide with a family member, at least let someone know where it can be located in the event of your death.

Name:

Date:

Dear loved ones:

In the pages that follow, I’ve recorded my desires and preferences regarding decisions you’ll be asked to make after my death. Please read through this entire document before making my funeral arrangements.

Upon my death, I want to donate my organs as indicated:

______Any needed organs or body parts
______No Donation
______Only those organs or body parts listed
______I have a Living Will (location)

Notification:

Please let all these people know of my death:

Spouse (telephone number)

Children (full names and telephone numbers)

Parents (names and telephone numbers)

Siblings (full names and telephone numbers)

Friends (full names and telephone numbers)

Business Associates (names and telephone numbers)

Place of Worship (include telephone number)

This is who I want to handle my funeral:

Funeral Director:

Funeral Home:

Address:

Please ask these loved ones to be my pallbearers:

Details of my funeral:

Speaker:

Location of Funeral:

Location of Burial:

I prefer:

  • Flowers
  • Tributes to (charity or organization)

Favorite Music

Requested Readings

Burial Wardrobe and Jewelry

Preferred Style/Material for:

  • Casket:
  • Burial Vault:

Last Will and Testament:

Here is where you can find my will:

Executor:

Phone

Other Important Papers:

This list will help you locate documents necessary for settlement of my estate (birth certificate, marriage license, deeds, automobile titles, insurance policies, pension information, income tax records, banking records, bonds, securities, stock certificates, etc.)

Document/Location:

Location of Safety Deposit Key:

Obituary:

I've indicated here topics I would like included in my newspaper obituary:
Spouse:

Date/Place of Marriage:

Children:

Other Survivors:

My Address:

Birth Date & Location:

Education (schools & degrees):

Military Service:

Occupation:

Achievements/Awards:

Please also mention the following:

Other Information:

The funeral director will need this when filling out my death certificate:

Date of Birth:

Place of Birth:

Social Security Number:

Usual Occupation:

Kind of Business/Industry:

 

 

Military Service:

 

 

Highest Level of Education Completed:

 

Father’s Name (first, middle, last):

 

Mother’s Name (first, middle, last, maiden):

 

Place of disposition (name of cemetery, crematory or other place):

In this section

What to do now?

Financing

Checklist

Tips on Wills

Estate Planning

Write a Eulogy

Planning Guide

Grief Education

Links

Brochures

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