Free Personal Planning Organizer
A few years ago, we created an exceptional resource to help families plan ahead. It’s called the Personal Planning Organizer which has a checklist of things that need to be done and done quickly when a family member dies. For instance:
- Would you know exactly what to do and who to call when a death occurs?
- Do you know what documents you’ll need?
The Personal Planning Organizer gives you the answers. Think of it as an invaluable roadmap for you and your family to follow. And it’s yours, free for the asking. To get your copy, request one below.
What It Is: An easy-to-use guide that provides one central place to write down the location of your important documents. Filling one out is so important because now your loved ones will know what you’ve already taken care of and where they can find all the necessary information they need to have.
Why This Is Important: When a death occurs, most people don’t know what to do or who to turn to. For those left behind, planning final arrangements and locating documents at the time of loss is extremely difficult. When you organize your important papers in advance, as well as plan your funeral and cemetery services, your family will be spared difficult decisions during an already emotional and difficult time.
Sections allow you to include information for your:
- Living Will
- Life insurance polices
- Bank accounts and investments
- Veteran’s benefits
- Social security benefits
- Historical information for your obituary
- Funeral preferences
- Cemetery/Mausoleum arrangement
Fill out the form to the right and request your free Personal Planning Organizer today, or call us at 812-477-5316.
When you organize and plan in advance your family will be spared difficult decisions during an already emotional and difficult time.