PLANNING PORTFOLIO. Expressed W ishessm. Peace of Mind for Life

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1 PLANNING PORTFOLIO Expressed W ishessm Peace of Mind for Life

2 Dear Loved Ones, In this Expressed Wishes Portfolio, you will find information that I have recorded and planning that represents arrangements made in advance, hoping in this way to relieve you of this burden at the time of need. I ask that you give this portfolio to my funeral director so that everything will be conducted in accordance with my wishes. In the portfolio, I have recorded certain vital statistics that will be needed, as well as other important information you will need. I sincerely hope you will find these arrangements satisfactory and that they will help you retain a warm memory of the wonderful years we have spent together. Signature(s) Date Expressed W ishessm P e a c e o f M i n d f o r L i f e 1

3 If there had been a death in your family yesterday What would you be doing today? 2

4 50 Decisions 50 things that must be done on the most difficult day of your life Notify: 1. The doctor or coroner 2. The funeral home 3. The cemetery or memorial park 4. The minister and church 5. All the relatives 6. All the friends 7. Employers of those who will miss work 8. Organist, singer or other musician 9. Pallbearers 10. Insurance agents 11. Unions and fraternal organizations 12. Newspapers Select: 13. A cemetery and cemetery lot 14. Casket or cremation urn 15. Vault or outer burial container 16. Clothing for deceased 17. Funeral arrangement time 18. Place of service 19. Time of service 20. Flowers 21. Music 22. Food 23. Register book 24. Acknowledgement cards 25. Pictures or mementos to be displayed 26. Transportation Expressed W ishessm 3 P e a c e o f M i n d f o r L i f e

5 as well as In addition to: 27. Providing vital statistics and obituary information 28. Preparing and signing necessary papers 29. Meeting and talking with family about the details 30. Answer sympathetic phone calls and messages 31. Greet friends and relatives who visit 32. Provide or secure lodging for out-of-town guests 33. Clean and prepare your home for guests 34. Hire caterer and determine a location for the funeral meal And you must pay some or all of the following: 35. Hospital fees 36. Medicine and medical equipment costs 37. Funeral costs 38. Cemetery lot charge 39. Interment charge 40. Minister honorarium 41. Organist, singer or other musician honorarium 42. Florist charges 43. Clothing/dry cleaning costs 44. Transportation/airline costs 45. Crematory fees 46. Food/catering costs 47. Grave marker and engraving 48. Attorney fees for estate 49. Obituary/newspaper charges 50. Death certificate fees Funeral prearrangement helps relieve the family of burdensome decisions at a time of overwhelming stress. 4

6 Death is Inevitable Most of us prepare for what might happen why not prepare for what will happen? Auto Insurance Home Owners Insurance Health Insurance 5

7 complete the planning process Vital statistics Funeral arrangements Cemetery arrangements Expressed W ishessm P e a c e o f M i n d f o r L i f e 6

8 Vital Statistics and Historical Information Record M F First Name Middle Last Sex (circle one) / / Date of Birth Birthplace (City, State) Current Address City, State Zip code / / Phone No. address Today s Date Marital Status (circle one): Never Married Married Widowed Divorced / / / / Spouse s Name Place Marriage Date Death Date (If wife, give maiden name) Y N Most Recent Position Held/Job Title No. of Years Retired Occupation/Employer Education Level Completed High School Attended City, State Year of Graduation College Attended City, State Year of Graduation Degree(s) Rec d 7

9 Vital Statistics and Historical Information Record, cont. Father s Name Race / Nationality / Birthplace Mother s Name Mother s Maiden Race / Nationality / Birthplace Resident of Current City Since Previous Resident Cities and Years Lodges, Memberships, Church and Public Offices Held: Other memberships: Local Newspaper Name (funeral home will notify): Other Newspapers (include name of newspaper, city, state): Picture Enclosed (insert in packet) Yes No For ease and convenience in assisting your loved ones in locating your important papers, please indicate where you currently keep your will and/or trust documentation. If you do not have a will or trust, consider contacting an attorney or financial advisor to discuss the consequences of your estate planning status. Location Name of Administrator/Trustee 8

10 Vital Statistics and Historical Information Record M F First Name Middle Last Sex (circle one) / / Date of Birth Birthplace (City, State) Current Address City, State Zip code / / Phone No. address Today s Date Marital Status (circle one): Never Married Married Widowed Divorced / / / / Spouse s Name Place Marriage Date Death Date (If wife, give maiden name) Y N Most Recent Position Held/Job Title No. of Years Retired Occupation/Employer Education Level Completed High School Attended City, State Year of Graduation College Attended City, State Year of Graduation Degree(s) Rec d 9

11 Vital Statistics and Historical Information Record, cont. Father s Name Race / Nationality / Birthplace Mother s Name Mother s Maiden Race / Nationality / Birthplace Resident of Current City Since Previous Resident Cities and Years Lodges, Memberships, Church and Public Offices Held: Other memberships: Local Newspaper Name (funeral home will notify): Other Newspapers (include name of newspaper, city, state): Picture Enclosed (insert in packet) Yes No For ease and convenience in assisting your loved ones in locating your important papers, please indicate where you currently keep your will and/or trust documentation. If you do not have a will or trust, consider contacting an attorney or financial advisor to discuss the consequences of your estate planning status. Location Name of Administrator/Trustee 10

12 Social security / veterans information Social Security pays a minimal death benefit to the eligible surviving spouse. The person must have worked 40 quarters for 10 years. For a spouse to receive the benefit, they must have been married to that person for a minimum of 10 years. By including your Social Security number, we can notify the Social Security Administration of your death Veteran (circle one): Y N Veteran s information. By completing this section (from the DD-214 Form Military Discharge Papers) we can also make application for the appropriate benefits thus saving the family from one more major business transaction at a time when they are burdened with grief and faced with unusual responsibilities. Benefits: Flag for casket, 24 x 12 bronze or grant marker and a space in a military cemetery. MILITARY ONLY DD-214 or discharge papers should be inserted in packet (circle one): Y N Branch Rate or Rank Service Number / / / / Enlistment Date Discharge Date Social Security pays a minimal death benefit to the eligible surviving spouse. The person must have worked 40 quarters for 10 years. For a spouse to receive the benefit, they must have been married to that person for a minimum of 10 years. By including your Social Security number, we can notify the Social Security Administration of your death Veteran (circle one): Y N Veteran s information. By completing this section (from the DD-214 Form Military Discharge Papers) we can also make application for the appropriate benefits thus saving the family from one more major business transaction at a time when they are burdened with grief and faced with unusual responsibilities. Benefits: Flag for casket, 24 x 12 bronze or grant marker and a space in a military cemetery. MILITARY ONLY DD-214 or discharge papers should be inserted in packet (circle one): Y N Branch Rate or Rank Service Number / / / / Enlistment Date Discharge Date 11

13 Family and friends 12

14 final arrangements Place of Service: Chapel Church Other Final Disposition: Burial Entombment Other Cemetery: Section Lot Space Minister / Priest / Rabbi: Favorite Bible / Literary Passage: Pall Bearers: Musicians: Music Selections: Flag: Y N Folded: Drape Casket: Clothing: From current wardrobe New Jewelry, etc.: ON OFF Eye Glasses: ON OFF Casket opened during visitation: YES NO Casket open during service: YES NO Additional Information: 13

15 final arrangements Place of Service: Chapel Church Other Final Disposition: Burial Entombment Other Cemetery: Section Lot Space Minister / Priest / Rabbi: Favorite Bible / Literary Passage: Pall Bearers: Musicians: Music Selections: Flag: Y N Folded: Drape Casket: Clothing: From current wardrobe New Jewelry, etc.: ON OFF Eye Glasses: ON OFF Casket opened during visitation: YES NO Casket open during service: YES NO Additional Information: 14

16 Truth in Numbers Look at the numbers Today, more and more people are making their arrangements in advance because it makes good sense. Number of persons per year planning and paying for their funerals in advance 15

17 Widows and Children The Wrong Way Records Reveal that when arrangements are left to chance: 67 % of arrangements are made by Widows and Children And 100 % of arrangements are made by Survivors those who love us most. (according to International Cemetery, Cremation and Funeral Association) The Right Way By planning ahead, you help insure that someone you love will never have to go through this decision-making process alone. Expressed W ishessm P e a c e o f M i n d f o r L i f e 16

18 The Advantages Make Sense The advantages of pre-planning make sense n4 n4 n4 n4 Provides peace of mind Relieves you of unnecessary concerns Avoids unnecessary or untimely financial burden on your family Reflects your Expressed Wishes Expressed W ishessm P e a c e o f M i n d f o r L i f e 17

19 Expressed W ishessm Peace of Mind for Life Our service is a sacred trust. Trust us to be there when your family needs us most. Referrals Friend/Family Address Phone address Friend/Family Address Phone address Friend/Family Address Phone address Friend/Family Address Phone address Friend/Family Address Phone address Friend/Family Address Phone address Friend/Family Address Phone address Friend/Family Address Phone address 18

20 Our service is a sacred trust. Trust us to be there when your family needs us most. Expressed W ishessm Peace of Mind for Life 2008 Carriage Services, Inc. 0109

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