Personal Planning Organizer

Personal Planning Organizer

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.

We can help you plan in advance by providing you with a copy of our Personal Planning Organizer, an easy-to-use guide that will help you record the location of important documents your loved ones will need to have, including your:

  • Will
  • 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

Indiana residents are eligible for a free copy of our Personal Planning Organizer. To request your free copy, fill out the form on this page.

When you organize and plan in advance your family will be spared difficult decisions during an already emotional and difficult time. Request your free organizer below.

Request Your Organizer Today

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    Living Will Kit

    Who will be your voice if you are unable to communicate? Learn more about an important advance directive tool that allows you to name who you wish to speak for you in case of a medical emergency. Find out about our free Living Will Kit here.