PRE-PLANNING BENEFITS|FUNDING OPTIONS|PRE-PLANNING GUIDE

 

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PRE-PLANNING GUIDE / APPOINTMENT FORM

 

 STEP 1


 Questions you should ask yourself:

(NOTE: This form does not submit ANY information entered in the fields. It is intended only as a worksheet to alert you to the questions you ought to consider when pre-planning.)


Have I ever been responsible for making funeral arrangements? Yes No

Today, I would expect my funeral to Cost $ 


In 5 Years I would expect to pay $  for that same funeral.

In 10 Years I would expect to pay $  for that funeral.


In the event of my death, who would be responsible for making the arrangements?

My spouse
My son or daughter
More than one of my children
A good friend or neighbor
One or both of my parents
I'm not sure



The funeral I want would include:

A copper or bronze casket
A hardwood casket
A steel casket
Cremation with a memorial service
Visitation for friends and relatives
A traditional service or a personalized remembrance
I'm not sure



The money needed to pay for my funeral would come from:

My life insurance
My savings
My family's savings
A bank loan taken out by my spouse or family
I'm not sure



If my death occurred tomorrow, what I would regret most regarding my final arrangements would be:

The emotional burden it would place on my survivors
No one would know what I wanted for myself or for my loved ones
The financial strain it would cause my survivors
The possibility of emotional overspending
The potential for disagreements among by survivors over what to do
That I had not taken care of it myself ahead of time



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