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Personal Planning Guide
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Signature: _________________________________ Date: _________________________________ Witness: ______________________________________ Date: _________________________________ |
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People to Notify List family, friends, and associates who should be notified of your death. Name __________________________________________________________ Relationship ______________________________________________________ Address _________________________________________________________ City _________________________ State ______________ Zip Code _______ Home Phone ______________________
Business Phone ___________________ |
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Name __________________________________________________________ Relationship ______________________________________________________ Address _________________________________________________________ City _________________________ State ______________ Zip Code _______ Home Phone ______________________
Business Phone ___________________ |
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Vital Statistics Name: Street address City/State/Zip Years at this address Social Security Number Date/Place of Birth Resided in present county since Resided in present state since Citizenship Occupation/Employer Years of employment Education Achievements Marital status/date/spouse's name Maiden name Nickname Veteran's serial or regimental number Rank Name of any war Place and date discharged Father's name/place of birth Mother's name/place of birth |
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Funeral Preferences Funeral director Place of service Type of service Clergy or lay person Special requests Preferred casket Clothing/jewelry instructions Lodge/society/fraternal organizations Music Organist/singer Donations Cemetery name Cemetery location Property owned? (lot number, etc.) Final disposition (earth, mausoleum entombment, cremation/inurnment, other) Memorial tablet Type and inscription |
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Remembrances/Eulogy Some of my favorite things Poem/scripture Song/music Flower Color Places Quote Pets Hobbies One of my fondest memories I want to be remembered for |
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Obituary Information Newspapers to notify Spouse, widow or widower of Place of death Date of death Father's name Mother's maiden name Children and their places of residence Grandchildren and their places of residence Brothers/Sisters and their places of residence Place/date of birth Education Married Wedding date Religious affiliation Clubs/lodges War record Employment information Achievements Other information to include |
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Location of Important Papers Birth certificate Marriage certificate Insurance policies Will and testament Savings account passbooks Bank accounts/numbers Stocks/bonds/mutual funds certificates (brokerage accounts) Military records Automobile record Location of papers Property owned Mortgage holders Retirement plans Safe deposit box Attorney Physicians Credit Cards Institutions |