Additional Planning Details

Some of this may already be filled in based on what you shared earlier. You can review, add to it, or leave anything blank for now.

Many people complete this together with an advisor.

Personal Context

Key Contacts

People most likely to be contacted first. Include as much detail as you know.

Service Details

Disposition

Services and Gatherings

Add each service or gathering separately. This may include a viewing, funeral, memorial, celebration of life, repast, or reception.

Viewing Personal Details

Complete these details when a viewing or visitation is planned.

Celebration and Reception Details

Obituary Planning

Record preferences, family information, and an obituary draft. Anything left blank can be completed later.

Separate multiple publications with commas.

Veteran / Military Information

Cemetery & Interment

Ashes Instructions

Insurance Policies

Insured
Owner
(relationship)
Payor
(relationship)
Beneficiaries
Carrier
Policy #
Type
Face Amount
Riders / Notes

Song Selections

List up to 15 songs. Artist and notes are optional.

Finish