Pre-Planning

Why Pre-Plan?
As awkward as it may sound, pre-arranging a funeral is probably one of the kindest things someone can do for the people they love.  It relieves a person’s family or friends from some very hard decision making at a most dificult time.   It can be performed on a partial basis by giving the funeral home pertinent information regarding a person’s background.  This information will be kept on file for later use in official documentation and obituary notices. 

Planning for Your Needs
For families facing the need of a professional personal care facility, we can suggest an Irrevocable assignment of proceeds directly to our firm, which forbids ANY creditors (nursing facilities included) from attaching to these final expense monies.  We advise pre-planning through life insurance products, trusts, annuities or savings accounts.

For those concerned that their wishes will not be met by well-intentioned family or friends, we can establish a Statement of Contrary Intent, meaning we will follow YOUR desires to the letter of the law, as prescribed by YOUR signature.

Reserve Burial
For those who would like to prepare burial expensises at anytime or age in life, they can go to their bank of choice and take out a Irrevocable Burial Reserve which will put the money in a CD in their name. The Burial Reserve will be used at the time of death to cover burial expenses.

To better assist us in serving you, we ask that you kindly fill out the form below.  We will keep this information on record in strict confidence until contacted by you to establish a time to select merchandise or pre-finance, if desired.  Thank you.

Your Name (required)

Address

City

State/Zip

Phone

Date of Birth

Place of Birth

Education

Father's Name

Mother's Name

Mother's Maiden Name



Veteran Status

Organization

Rank

Dates of Service


Occupation

Last Employer

Marital Status

Spouse's Name

Sex

Hispanic Origin


Children & City of Residence

Brothers & City of Residence

Sisters & City of Residence


Pre Deceased

Membership/Organizations

Religious/Church Preference

Cemetery Preference

Special Instructions/Wishes

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