End-of-Life Planning

Planning ahead helps ensure your wishes are honored and reduces the burden on your loved ones during difficult times.

Gather Important Documents

Collect birth certificates, social security cards, insurance policies, and legal documents.

  • Birth certificate
  • Social security card
  • Insurance policies
  • Will and testament
  • Financial documents

Notify Family & Friends

Create a contact list and designate someone to help with notifications.

  • Immediate family
  • Close friends
  • Employer/colleagues
  • Community organizations
  • Service providers

Arrange Services

Plan funeral or memorial services, burial or cremation arrangements.

  • Funeral home selection
  • Service type and location
  • Burial or cremation
  • Religious considerations
  • Reception planning

Handle Legal Matters

Address estate matters, cancel accounts, and handle final arrangements.

  • Probate proceedings
  • Bank account closure
  • Insurance claims
  • Property transfers
  • Final tax returns

Helpful Resources

Funeral Planning Guide

Comprehensive guide to planning meaningful services

Learn More

Legal Checklist

Essential legal steps and documents needed

Learn More

Grief Resources

Support and counseling resources for families

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Financial Planning

Managing costs and financial responsibilities

Learn More

Need Personal Assistance?

Our compassionate team is here to help guide you through the planning process. Contact us for personalized support and consultation.