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Page 1: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

arrangement plan, please contact Dignity Planning at Final Wishes Planning Guide

Page 2: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

r q

ues

tio

ns

or

assi

stan

ce i

n c

reat

ing

or

chan

gin

g yo

ur

fin

al

2

ar

ran

gem

ent

pla

n, p

leas

e co

nta

ct D

ign

ity

Pla

nn

ing

at

3

Dea

r

It i

s m

y w

ish

th

at y

ou

be

spar

ed f

rom

an

xiet

y, e

xpen

se a

nd

in

con

-

ven

ien

ce a

t th

e ti

me

of

my

dea

th.

Th

eref

ore

, as

a g

ift

to y

ou

, I

hav

e ta

ken

th

e ca

rin

g an

d l

ovi

ng

step

s to

all

evia

te b

oth

th

e em

oti

on

al a

nd

fin

anci

al b

urd

ens

my

pas

sin

g w

ill

crea

te.

By

sett

ing

up

th

is f

inal

arr

ange

men

t p

lan

I h

op

e th

at y

ou

wil

l

cele

bra

te m

y li

fe t

he

way

I w

ant

you

to

.

Wit

hin

th

is p

lan

I h

ave

do

cum

ente

d m

y fi

nal

wis

hes

wit

h s

pe-

cifi

c ar

ran

gem

ents

th

at s

ho

uld

be

imp

lem

ente

d a

t th

e ti

me

of

my

dea

th. T

his

do

cum

ent

wil

l al

so a

ct a

s a

road

map

as

to w

her

e

imp

ort

ant

do

cum

ents

can

be

fou

nd

an

d w

hic

h p

eop

le s

ho

uld

be

noti

fied

.

I si

nce

rely

ho

pe

you

wil

l fi

nd

th

ese

arra

nge

men

ts h

elp

ful

and

that

th

ey w

ill

hel

p y

ou

ret

ain

a w

arm

mem

ory

of

the

wo

nd

erfu

l

year

s w

e h

ave

spen

t to

geth

er.

Sig

nat

ure

Th

is g

ift

pre

sen

ted

by:

Fin

al W

ish

es P

lan

nin

g G

uid

e

Rep

rese

nta

tive

Ph

on

e

Em

ail

(You

r N

am

e)

Use

rnam

e

Pas

swo

rd

Web

site

: w

ww

.

Th

is i

nfo

rmat

ion

wil

l b

e se

nt

to y

ou

via

mai

l:

InsuranceShops

215-613-4999

[email protected]

215-613-4999

Page 3: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

r q

ues

tio

ns

or

assi

stan

ce i

n c

reat

ing

or

chan

gin

g yo

ur

fin

al

4

ar

ran

gem

ent

pla

n, p

leas

e co

nta

ct D

ign

ity

Pla

nn

ing

at

5

My

Bir

thp

lace

Cit

y

Sta

te

Dat

e o

f b

irth

Co

un

try

Occ

up

atio

n

D

ate

reti

red

Em

plo

yer(

s)

Mar

ital

Sta

tus

M

arri

ed S

ingl

e D

ivo

rced

W

idow

ed

Sp

ou

se’s

Nam

e

Ed

uca

tio

n

Hig

hes

t G

rad

e C

om

ple

ted

Deg

ree(

s)

Per

son

al I

nfo

rmat

ion

(co

nt.

)

Fat

her

’s N

ame

Bir

thp

lace

Moth

er’s

Nam

e

Bir

thp

lace

If y

ou

are

a V

eter

an,

ple

ase

com

ple

te t

his

in

form

atio

n:

Bra

nch

of

Ser

vice

S

ervi

ce S

eria

l N

um

ber

Dat

e E

nli

sted

Pla

ce

Typ

e o

f S

epar

atio

n o

r D

isch

arge

of

Ser

vice

Pla

ce o

f S

epar

atio

n

Dat

e

Lo

cati

on

of

Mil

itar

y D

isch

arge

Pap

ers

(DD

214)

Hig

hes

t G

rad

e, R

ank o

r R

atin

g R

ecei

ved

War

s/C

on

flic

ts S

erve

d

Ad

dit

ion

al I

nfo

rmat

ion

/M

edal

s/H

on

ors

/C

itat

ion

s

Co

nta

ct P

erso

n C

om

ple

tin

g A

rran

gem

ents

Info

rman

t’s

Nam

e

Ph

on

e #

Ad

dit

ion

al P

erso

nal

In

form

atio

n

Per

son

al I

nfo

rmat

ion

(Ple

ase

pro

vid

e N

ame,

Ad

dre

ss a

nd

Pri

mar

y N

ext-

of-K

in i

n t

he

app

lica

tio

n l

oca

ted

at

the

bac

k o

f th

is P

lan

nin

g G

uid

e.)

Sec

on

dar

y N

ext-

of-K

in

Nam

e

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Sec

on

dar

y N

ext-

of-K

in

Nam

e

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Sec

on

dar

y N

ext-

of-K

in

Nam

e

Ph

on

e an

d/o

r A

dd

ress

Em

ail

215-613-4999

Page 4: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

r q

ues

tio

ns

or

assi

stan

ce i

n c

reat

ing

or

chan

gin

g yo

ur

fin

al

6

ar

ran

gem

ent

pla

n, p

leas

e co

nta

ct D

ign

ity

Pla

nn

ing

at

7

Fu

ner

al R

equ

ests

Fu

ner

al H

om

e/M

ort

uar

y/C

rem

ato

riu

m P

refe

rred

C

ho

ose

Clo

sest

Nam

e

Ad

dre

ss

Ph

on

e

I w

ant

my

fun

eral

to

be

P

ub

lic

P

riva

te

Ser

vice

Pla

ns

Fu

ner

al H

om

e/M

ort

uar

y

C

hu

rch

C

emet

ery/

Mem

ori

al P

ark C

hap

el G

rave

sid

e M

emo

rial

Ser

vice

O

ther

Rel

igio

us

Pre

fere

nce

C

eleb

ran

t/C

lerg

yman

Par

tici

pat

ing

Org

aniz

atio

ns

(milit

ary

, fr

ate

rnal, lod

ge, et

c.)

Fla

g D

rap

ed F

old

ed

P

rese

nte

d t

o

Wak

e/R

osa

ry S

ervi

ce Y

es N

o L

oca

tio

n

Vie

win

g P

ub

lic

P

riva

te N

on

e

Clo

thin

g P

refe

ren

ce F

rom

Cu

rren

t W

ard

rob

e N

ew O

ther

D

escr

ipti

on

/C

olo

r

Per

son

al A

cces

sori

es

W

edd

ing

Ban

d

Sta

ys O

n o

r R

etu

rns

to

E

yegl

asse

s

Sta

ys O

n o

r R

etu

rns

to

O

ther

Sta

ys O

n o

r R

etu

rns

to

Flo

ral

Pre

fere

nce

(ty

pe

and c

olor

pre

ferr

ed)

Mem

ori

al d

on

atio

ns

may

be

mad

e to

Mu

sic

O

rgan

ist

So

lois

t(s)

Mu

sica

l S

elec

tio

ns

Rel

igio

us

Pas

sage

s S

elec

ted

Fu

ner

al R

equ

ests

(co

nt.

)

Cas

ket

O

pen

du

rin

g se

rvic

e C

lose

d d

uri

ng

serv

ice

Typ

e H

ard

wo

od

M

etal

C

rem

atio

n C

off

in O

ther

D

escr

ipti

on

Eu

logy

Eu

logy

by

Nota

tio

ns

for

Eu

logy

Pal

lbea

rers

Nam

e

Ph

on

e/E

mai

l

Nam

e

Ph

on

e/E

mai

l

Nam

e

Ph

on

e/E

mai

l

Nam

e

Ph

on

e/E

mai

l

Nam

e

Ph

on

e/E

mai

l

Nam

e

Ph

on

e/E

mai

l

Ad

dit

ion

al N

ote

s

215-613-4999

Page 5: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

r q

ues

tio

ns

or

assi

stan

ce i

n c

reat

ing

or

chan

gin

g yo

ur

fin

al

8

ar

ran

gem

ent

pla

n, p

leas

e co

nta

ct D

ign

ity

Pla

nn

ing

at

9

An

no

un

cem

ents

Th

e fo

llow

ing

Pu

bli

cati

on

s/N

ewsp

aper

s sh

ou

ld b

e n

oti

fied

Pu

bli

c A

nn

ou

nce

men

t In

form

atio

n

Sp

ou

se’s

Nam

e

If d

ecea

sed

, p

lace

an

d d

ate

of

dea

th

Fam

ily

to b

e li

sted

(br

other

s, s

iste

rs, ch

ildre

n, et

c.)

Nam

es (

Incl

ude

Spou

ses)

Rel

atio

nsh

ip

Ed

uca

tio

n h

igh

ligh

ts

Dat

e o

f M

arri

age

Rel

igio

us,

ch

arit

able

, so

cial

, fr

ater

nal

or

lod

ge a

ffil

iati

on

s o

r sp

ecia

l

ach

ieve

men

ts y

ou

wis

h t

o m

enti

on

Fam

ily

Mem

ber

s &

Rel

ativ

esC

hil

dre

n/G

ran

dch

ild

ren

/Rel

ativ

es

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

215-613-4999

Page 6: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

r q

ues

tio

ns

or

assi

stan

ce i

n c

reat

ing

or

chan

gin

g yo

ur

fin

al

10

ar

ran

gem

ent

pla

n, p

leas

e co

nta

ct D

ign

ity

Pla

nn

ing

at

11

Wil

l &

Im

po

rtan

t D

ocu

men

tsIm

po

rtan

ce o

f a

Wil

l

If y

ou

die

wit

ho

ut

a W

ill, s

tate

law

an

d t

he

cou

rts

det

erm

ine

wh

o w

ill

ad-

min

iste

r yo

ur

esta

te, h

and

le f

inan

cial

mat

ters

an

d a

ct a

s gu

ard

ian

fo

r y

ou

r m

ino

r ch

ild

ren

. W

ith

a W

ill, y

ou

can

ch

oo

se.

In s

om

e in

stan

ces,

jo

int

ow

ner

ship

of

pro

per

ty m

ay n

ot

be

a go

od

su

bst

itu

te

for

a ca

refu

lly

dra

fted

Will. A

s a

resu

lt o

f a

com

mo

n a

ccid

ent,

both

yo

u a

nd

yo

ur

spo

use

may

die

bef

ore

th

e su

rviv

or

has

had

an

op

po

rtu

nit

y to

exe

cute

a

pro

per

Will. Y

ou

r p

rop

erty

wil

l p

ass

acco

rdin

g to

sta

te l

aw.

Th

e la

w i

s ve

ry e

xact

ing

in i

ts r

equ

irem

ents

wit

h r

esp

ect

to t

he

pu

bli

ca-

tio

ns,

sig

nin

g an

d w

itn

essi

ng

of

Wills

. I

t is

rec

om

men

ded

th

at t

his

mat

ter

be

han

dle

d b

y a

com

pet

ent

atto

rney

. H

om

emad

e W

ills

may

not

stan

d u

p i

n

cou

rt.

Yo

u s

ho

uld

rev

iew

yo

ur

Will ev

ery

few

yea

rs, p

arti

cula

rly

if y

ou

hav

e m

ove

d

or

you

r fa

mil

y si

tuat

ion

has

ch

ange

d s

ince

yo

u l

ast

exec

ute

d a

Will. Sta

te

law

s va

ry a

s to

fo

rmal

req

uir

emen

ts a

nd

as

to t

he

righ

ts o

f ch

ild

ren

an

d

gran

dch

ild

ren

bo

rn a

fter

a W

ill w

as e

xecu

ted

.

Wh

en y

ou

rea

lize

how

mu

ch i

s at

sta

ke

— t

he

wel

l-bei

ng

of

you

r en

tire

fam

-il

y an

d t

he

pro

tect

ion

of

you

r p

rop

erty

— w

e b

elie

ve t

hat

yo

u w

ill

fin

d t

hat

th

e at

torn

ey’s

fee

fo

r d

raft

ing

you

r W

ill an

d p

lan

nin

g yo

ur

esta

te i

s a

wo

rth

-w

hil

e in

vest

men

t.

I h

ave

a W

ill

Y

es N

o

Dat

e o

f W

ill

Lo

cati

on

of

Wil

l

Exe

cuto

r/E

xecu

trix

:

Nam

e

A

dd

ress

C

ity

P

ho

ne

Pre

par

ed b

y (a

ttor

ney

)

A

dd

ress

C

ity

P

ho

ne

To

Be

Noti

fied

By

pro

vid

ing

the

nam

es a

nd

ad

dre

sses

of

peo

ple

wh

o a

re s

ign

ific

ant

in m

y li

fe, I

wo

uld

lik

e to

en

sure

th

at t

hes

e p

eop

le w

ill

be

noti

fied

of

my

dea

th.

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

Nam

e

Rel

atio

nsh

ip

Ph

on

e an

d/o

r A

dd

ress

Em

ail

215-613-4999

Page 7: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

r q

ues

tio

ns

or

assi

stan

ce i

n c

reat

ing

or

chan

gin

g yo

ur

fin

al

12

ar

ran

gem

ent

pla

n, p

leas

e co

nta

ct D

ign

ity

Pla

nn

ing

at

13

Leg

al D

ocu

men

tsL

oca

tio

n o

f P

aper

s an

d D

ocu

men

ts

Bir

th C

erti

fica

te

Mar

riag

e C

erti

fica

te

Sto

ck C

erti

fica

te(s

)

Bo

nd

Cer

tifi

cate

(s)

Mil

itar

y R

eco

rds

Pas

spo

rt

Tru

st F

un

d I

nfo

rmat

ion

Insu

ran

ce D

ocu

men

ts

Au

tom

ob

ile

Insu

ran

ce D

ocu

men

ts

Ho

me

Ow

ner

s In

sura

nce

Do

cum

ents

Mo

rtga

ge P

aper

s

Dee

d t

o H

ou

se

Car

Tit

le o

r L

oan

s

Cit

izen

ship

Pap

ers

(if

applica

ble)

Inco

me

Tax

In

form

atio

n

Pas

swo

rds/

Pin

Nu

mb

ers

Saf

e D

epo

sit

Box

Lo

cati

on

(s)

and

Per

son

(s)

wit

h a

cces

s to

it

Ad

dit

ion

al D

ocu

men

ts a

nd

th

eir

Lo

cati

on

Insu

ran

ce &

Fin

anci

al I

nfo

rmat

ion

Lo

cati

on

of

Insu

ran

ce &

Fin

anci

al D

ocu

men

ts

Lif

e, H

ealt

h a

nd

/or

Acc

iden

tal

Insu

ran

ce P

oli

cy

Nam

e o

f C

om

pan

y

Typ

e

Po

licy

Nu

mb

er

Age

nt

Ben

efic

iary

Ch

eck

ing

Acc

ou

nt

Nam

e o

f C

om

pan

y

Acc

ou

nt

Nu

mb

er

Ad

dre

ss

Sav

ing

Acc

ou

nt

Nam

e o

f C

om

pan

y

Acc

ou

nt

Nu

mb

er

Ad

dre

ss

IRA

, C

Ds,

401(k

) an

d/o

r A

dd

itio

nal

In

vest

men

ts

Nam

e o

f C

om

pan

y

Acc

ou

nt

Nu

mb

er

Ad

dre

ss

Cre

dit

Car

ds

Nam

e o

f C

om

pan

y

Acc

ou

nt

Nu

mb

er

215-613-4999

Page 8: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

r q

ues

tio

ns

or

assi

stan

ce i

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215-613-4999

Page 9: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

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215-613-4999

Page 10: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

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19

Page 11: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

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21

Page 12: Final Wishes planning Guide - Insurance Shops · Final Wishes Planning Guide This gift presented by: Representative Phone Email (Your Name) This information will be sent to you via

Fo

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23

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For questions or assistance in creating or changing your final 24

This does not create a preneed funeral or cremation contract with Dig-

nity Planning or a Dignity Memorial provider. Because there is no price

guarantee, the merchandise and services will be provided at the retail prices

in effect at the time of your death.