Planning Aids

Two funeral service templates are available for you in the hope they may be useful in making a difficult time a little easier.
The biographical/financial information sheet will help your funeral director and loved ones to know the necessary information for the death certificate and after death financial planning. Take a moment right now and fill it out. Your loved ones will appreciate it. Do not hide these documents, let someone know where they are.
The service planning sheet is to help you in planning for a funeral service. After a death, planning a service can be chaotic, this sheet will help you pay attention to details because you only have one time to do it.
Simply click on the planning guides below to view and print the PDF forms. Please consider a donation to keep this website alive. With care,


Note: You will need Adobe Reader to view the forms. If you do not have it, you can download it here.

Planning Info Sheet

Planning Info Sheet

Click to Download the Planning Info Sheet

Service Planning Sheet

Service Planning Sheet

Click to Download the Service Planning Sheet

Are you ever worried about what might happen to your properties and your investments after your funeral?  If you are not, then you should be. We always think that dying is something that we do not need to worry about. That we will have plenty of time before that moment arrives that we are no longer there to manage our own affairs. The truth is that anything can… Continue reading

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