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Details on Personal Affairs Planning

Specific Topics Covered (click on desired topic):

Discuss Funeral Arrangements; File Current/Updated Will; Cemetery Arrangements; Monument Dealer; Funeral Home Details; Copies of Prearrangement Contracts; Biographical Information; Estate Executor; Motor Vehicle Department; Licensed Firearms; Plans for Pets

Discuss Funeral Arrangements…

Everyone, at one time or another, has thought about what type of funeral they’d like for themselves. Whether you choose to formally make prearrangements or not, it is very important to let family and/or friends know what it is you desire for your funeral. Chances are a lot greater that your wishes will be carried out if people know what those wishes are.

Last Will and Testament…

Contact an attorney to have a will written or make updates to an older one. Be sure family and friends know your attorney’s name and where the will is filed.

Cemetery/Cremation Information…

* Record the Name of the cemetery or location for disposition of cremated remains, Address and Phone #; Plot # and Location; Name on Plot purchase; Location of Deed.

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Monument Information…

* Record Name, Address, and Phone # of dealer as well as the Item(s) purchased and Contract numbers.

Funeral Home Details…

* Record Names of Funeral Home and Funeral Director, Address and Phone #.
* If formal prearrangements were made, record Contract # and Location of filed contract.
* What type of service chosen? Where is it to be held (church, funeral home, other)?
* Will it be a military service?
* Will you have visitation/calling hours?
* Names of Clergy and Pallbearers chosen.
* List selections of Music, Clothing, Flowers, Memorials/Contributions and any other special requests.

Biographical Information…

The necessary information to record is: Full Name, Address, Phone #; Years of residency; Birth information (city, state/province, date); Social Security Number; Full Names of Father and Mother (maiden); Marital Status and Name of Spouse; Religious and Fraternal Affiliations; Education information; Employment history; Family members; Location of birth and marriage certificates and adoption papers.

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Military Service…

Be sure to record: Branch; Serial Number; Date Entered and Discharged; Grade/Rank; Place of Entry; War or Conflict; Where papers filed; Decorations; Pension and Disability Claim numbers; Flag requested?; Veteran’s Cemetery Marker?

Estate Executor…

Does the executor know of their role? Record Name, Address, Phone #.

Motor Vehicle Department…

Record the Location and Phone # or the department and list all vehicles registered in your name.

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Licensed Firearms…

List any licensed/registered handguns.

Plans for Pets…

Have you made arrangements for pets/animals?

 
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