Pre-Planning form

This Pre-Planning form outlines a variety of details that you might wish to assemble to complete your plan. You can fill out the form online, save it, and mail it to us. Or you may first save the form to your computer, and then fill it out, print it, and bring it to a Pre-Planning meeting.


1. Your Contact Information

Full Name (*)

Please type your full name.
Address

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City

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State

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Zip Code (*)

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County

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Phone

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E-mail (*)

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Comment

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Best time to contact you?

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2. About the Person You Are Planning For

Planning for

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Marital Status

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Full Name

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Address

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City

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State

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Zip Code

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County

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Phone

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E-mail

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Date of Birth

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Place of Birth

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3. Important Names in The Person's Life

Spouse's Name (include Maiden Name)

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Parents' Names (Mother's Maiden Name)

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Children & Spouses, Names & Locations

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Names of Loved Ones Who Predeceased

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4. Educational History - School, Training

Last Grade Attended or Year Graduated

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Other Training, Degrees, Year Attained

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Comments, Other Details

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5. Military History - Service Details:

Branch of Service, Highest Rank Attained

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Tours, Locations, Duties

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Date Enlisted and Discharge

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Comments, Other Details, Military Honors Requested

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6. Work History - Career Details

Occupation, Business or Industry

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Company, Employer, Years of Service

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Previous Employment, Comments, Other Details

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7. Location History - Travel Details

Childhood City/State(s)

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Other Places Lived - Years

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Comments, Favorite Travel Details

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8. Hobbies & Other Personal Interests
{Hobbies Other Person al Interests:validation}
Favorite Pastimes

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Memberships/Active In

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Comment on what the person liked to do

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9. Person to Finalize Arrangements Upon Death

Full Name

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Address

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City

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State

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Zip Code

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County

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Phone

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E-mail

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Comment

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10. Instructions on Final Disposition

Cemetery

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Address

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City

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State

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Zip Code

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County

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Phone

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E-mail

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Arrangement

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11. Service Location(s) and Officials

Clergy/Officiator

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Place of Worship

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Religion

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Service Location

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12. Memorial Instructions and Wishes

Special Instructions:
* Pallbearer Names,
* Clothing/Jewelry to be worn,
* Items for a Memento Display,
* Musical Selections (Played, Sung, Other),
* Favorite Literature or Poems,
* Favorite Passages of Scripture,
* Favorite Flowers/Color,
* Other Arrangements.
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