Tuesday, September 17, 2013

Pre-Planning A Funeral Is Important Part 2

Pre-Planning Checklist

For many, it feels like there’s an overwhelming amount of things to think about! But in all honesty, taking control of the important things in life just feels good; you know it's the right thing to do for you, and your family.

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. Safety deposit boxes are often opened up during the estate settlement process, long after the funeral. Any funeral planning documents therein can be of no help to your executor.
  • 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 the power of attorney over health care or the health care directive 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.
Pay for:
  • 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.

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