The Funeral Planning Checklist... A guide to planning a funeral service event Download

How to save hundreds, maybe thousands by planning correctly How to plan so that your loved ones are left with no large financial or emotional decisions to make on your behalf. Which estate planning documents are neccessary and what purpose they serve How to enlist the benefits of a person who has served in the military The list of documents needed to make any funeral arrangements run smoother You will learn about the business of Funeral Homes so that you can distinguish between something that is really valuable and something that is just a sales pitch A guide for loved ones that will make the estate planning settlement process more organized and positive How or why not to consider a Pre-Paid Funeral plan The list goes on… The benefits to you and your loved ones do to. Testimonials on the Funeral Planning Checklist: "This handbook was a God send. Things were so much easier, especially for his children who had never been through this before. Other family members tried to influence the children to change what he wanted but because it was in writing, we were able to follow his wishes even before he passed away. We are so grateful that even the details of his clothing choice were already made. Everything was done for us." – L. Price "This is a powerful book that was painstakenly put together to help people when they are most vulnerable… When they are emotional. Reading this before you actually need these services will prepare you tenfold." – Jesus Ramirez

Why do I need a Funeral Planning Checklist? There are more than 80 tasks to be done when a loved one passes away. By completing your Funeral Planning Checklist, you will have relieved and minimized the burdens left to your loved ones. When faced with multiple emotional and financial decisions, which must be made quickly and during a time of intense grief and stress, your Funeral Planning Checklist will assist your loved ones in being well prepared and well informed. "Having all my mother’s paperwork already completed has helped so much since she became terminally ill. Everything is running smoothly and no one is questioning my decisions. With her pre-planning guide completed, we just gave it to the funeral home and had no decisions left to make. I don’t know what we would have done without this." – M. Lutz Purchasing a funeral should be handled the same way you would purchase any other "big ticket" item. The cost of a funeral is one of the largest purchases you and/or your loved ones will make. However, when a death occurs, there is little time available to research your options. Multiple emotional and financial decisions must be made immediately under great emotional stress. Planning a funeral, especially if this is the first time you have been required to do so, is a very intimidating process. When we purchase any other "big ticket" items in our lives, we educate ourselves by doing research to make sure we are getting the best value for our money. When we don’t do our research ahead of time and make an instant, emotional decision, we usually end up regretting it in the end. How many times have you made an "emotional purchase", only to find out later, it was less expensive somewhere else, the item did not meet your expectations or you didn’t really need the item? When purchasing a funeral, emotions should not factor in to the financial decisions. However, if you are unprepared, you will pay too much and purchase items that are not necessary.


I have heard many people say "my family knows what I want" or "I have already told my family what I want done". In my experience, if your wishes are not in writing, your verbal instructions may not be understood, interpreted or remembered the same way with each person you have told. The result of verbal instructions, especially with multiple loved ones in a very stressful situation trying to assist, is similar to having multiple witnesses to the same auto accident. Each person sees, hears, recalls and interprets the information differently. This lack of specific instruction results in an unfortunate and unnecessary amount of family discourse and misunderstandings. This guideline for your loved ones will help eliminate the stress and tension of decision making especially if each member of your Support Group is aware of and has reviewed your Pre-Planning Guide. I meet with client after client that share their stories of how the family fought and argued with each other over what mom told who and how dad said to do it. I know a family that has not spoken to each other since their mom’s funeral, over seven years ago! It must be something major you say? No, they simply did not agree on the color of dress their mother had told them she wanted to wear. Does this seem a bit absurd to you? Unfortunately, it is a very familiar situation for me. Combine family, personalities, opinions, stress and emotions and you have the secret recipe for funeral mayhem! With your detailed Pre-Planning Guide, decisions are made, Support Group is chosen and everyone will literally be on the same page and have the same goals in mind.

The Funeral Planning Checklist Your completed Pre-Planning Guide will contain information that will be required for your family to be able to settle your estate.

"This handbook is so very thorough. My mother is now incapacitated however, everything has run smoothly. Family members have tried to question my mother’s wishes however, with everything already in writing and completed, everything is very clear. I would recommend this handbook to everyone." – J. Swomley

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The Funeral Planning Checklist... A guide to planning a funeral service event