Personal Planning Guide
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 arrangements for my funeral.
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)
____________________________________________
