Personal Planning Guide

Each one of us devote substantial time and energy to caring for our loved ones.   We do this in many ways, trying our best to provide physical, spiritual, emotional, and financial support for our family and friends.  Even in death, we try to provide aid and comfort via life insurance, wills, funeral prearrangements, and the like.   However, an often overlooked detail is to simply provide a personal planning guide.   At a minimum you should consider printing out and completing  the following personal planning guide.  Obviously, you should tell your loved ones where it can be located.  This act of love will make a difficult time so much easier for everyone.

  Print and Save Print and Save Print and Save Print and Save Print and Save Print and Save

 

Signature:  _________________________________

Date:         _________________________________

Witness:    ______________________________________

Date:         _________________________________

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 ___________________

 

Name   __________________________________________________________

Relationship  ______________________________________________________

Address  _________________________________________________________

City  _________________________  State ______________  Zip Code _______

Home Phone ______________________  Business Phone ___________________

 

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

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

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


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


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

Top