A simple, print-friendly worksheet that helps your family know your wishes—before they're forced to guess.
Takes about 10–15 minutes to complete. You can fill it out gradually at your own pace.
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2-Page Guided Worksheet
Service Wishes + Legal Essentials
Reduces Family Stress
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Taking time now to document your wishes protects your family emotionally and financially during one of life's most difficult moments.
When you plan ahead, you remove the burden of difficult decisions from your grieving family members. They won't have to guess what you wanted or face disagreements during an already painful time.
Planning ahead helps you make cost-conscious decisions without time pressure. You can lock in today's prices, understand your options, and ensure funds are properly allocated.
"Planning ahead is the greatest gift you can give your family."
Our guide helps you capture every important detail so your family can focus on remembering you—not scrambling for answers.
Our comprehensive planning worksheet covers everything your family will need to know—organized in one simple, easy-to-complete document.
What you'll fill out: Method of disposition, service location/type, final disposition details, gathering preferences, personalization (clergy, music, readings, flowers, military honors, memorial contributions)
Why it matters: Prevents uncertainty and conflict—ensures the service reflects your values, not last-minute guesses.
What you'll fill out: List of immediate family members (name, relationship, location) and those preceded in death
Why it matters: Supports accurate obituary writing, notification, and a more meaningful service narrative.
What you'll fill out: Executor name, contact information, and who handles specific responsibilities
Why it matters: Gives the family immediate clarity on decision-makers and reduces delays.
What you'll fill out: Will/Living Will details, attorney info, safety deposit box location, life insurance policies (company, amount, policy number)
Why it matters: This is the difference between "scrambling" and "executing"—helps families locate documents and benefits quickly.
What you'll fill out: Choose to set up a memorial account or delete your social media accounts
Why it matters: Families often overlook this—the guide makes it a clear, proactive decision.
What you'll fill out: Legal name, address, Social Security number, birthplace, birthdate, parents' names, marital status, race/ethnicity
Why it matters: Required for official filings and obituary preparation—having them ready removes friction and stress.
What you'll fill out: Occupation/employer, retirement details, cities of residence, education, military history (including DD-214 on file), church/clubs/hobbies/interests, fraternal organizations
Why it matters: Supports a more accurate obituary, ensures military honors are handled properly, and preserves meaningful life details.
Your guide is for your personal records—store it in a safe place and share it with someone you trust. We recommend keeping a copy with your important documents and giving a copy to your executor or a trusted family member.
Common questions about the Advance Planning Guide
Download your free Advance Planning Guide today and give yourself—and your family—the peace of mind that comes from being prepared.
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Protects Your Family
Have questions or want to discuss your planning options?