Resources

Personal Planning Organizer

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

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 which 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

Request your copy

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.

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Living Will Kit

We also have a free Living Will Kit, an important advance directive tool that allows you to name who you wish to speak for you in case of a medical emergency.