thoughtful decisions planning guide
TRANSCRIPT
Planning GuideT h o u g h t f u l D e c i s i o n s
A K E E P S A K E P O R T F O L I O
6 5 5 0 D I R E C T O R S PA R K WAY
A B I L E N E , T X 7 9 6 0 6
W W W. F U N E R A L D I R E C T O R S L I F E . C O M
I T E M # 2 0 5 | © 2 0 1 1 F U N E R A L D I R E C T O R S L I F E I N S U R A N C E C O M P A N Y
For more information regarding prepaid funerals and consumer rights and protections under Texas state law, visit www.prepaidfunerals.state.tx.us.
Life is the sum of all your choices
ALBERT CAMUS
To live in hearts we leave behind is not to die
THOMAS CAMPBELL
16 1
I prepared this guide for you and those I care about.
Inside, you will find a brief overview of my life, a listing
of those most dear to me, and some of my most
precious memories.
For your peace of mind, as well as my own, I have
included wishes for my funeral service along with other
vital information you will need at the time of my death.
I completed this guide with much love and foresight. My
desire is to lessen the burdens you will have at my time
of passing so that you can celebrate our life together.
________________________________________________________________Signature Date
L I F E S T O R Y
Photos & mementos
Dear Loved Ones...
This section provides your loved ones with personal information about you. This information may only be known by you.
Without this, your loved ones will not be able to file important and necessary papers upon your death. Having this
information readily available for your loved ones eases stress during an already emotionally stressful time.
Full Legal Name_______________________________________________First Middle Last
Street Address_______________________________________________
City_______________________________________________
State/Zip_______________________________________________
Date of Birth_______________________________________________
Social Security #_______________________________________________
Place of Birth______________________ Citizenship_______________
Occupation_______________________________________________
Employer___________________________ Date Retired ________
Type of Business___________________________ Years Employed _____
Father’s Name_______________________________________________
Mother’s Maiden Name_______________________________________________
My personal information
A few of my favorite things & interests
Favorite Place_______________________________________________________
Favorite Song or Music________________________________________________
Favorite Poem or Scripture_____________________________________________
Favorite Flower______________________________________________________
Favorite Food________________________________________________________
Favorite Movie or Play________________________________________________
Favorite Color_______________________________________________________
Hobbies or Interests__________________________________________________
My Pets____________________________________________________________
Additional Thoughts__________________________________________________
___________________________________________________________________
Individual(s) who have had the greatest impact on my life____________________
___________________________________________________________________
___________________________________________________________________
Message to my loved ones_____________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
M Y H I S T O R Y L I F E S T O R Y
2 15
EducationHigh School_______________________________________________
Name State
College_______________________________________________Name State
Graduate School_______________________________________________Name State
Other Higher Education_______________________________________________Name State
Military informationLocation of
Discharge Papers_______________________________________________
Dates of Service_______________________________________________
Branch of Service/Rank_______________________________________________
Service Number (SSAN)_______________________________________________
Wars/Conflicts Served_______________________________________________
Awards for Valor/Merit_______________________________________________
Place/Date Discharged_______________________________________________
Church | Organizations | Memberships____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________Name Since
Marital statusMarried Date ___/___/___ Spouse (Maiden Name) ________________
Single Divorced Widowed Date ___/___/___
Personal remembrances of my life with you
My fondest memory with my family______________________________________
___________________________________________________________________
___________________________________________________________________
One of my greatest inspirations_________________________________________
___________________________________________________________________
___________________________________________________________________
My greatest accomplishments__________________________________________
___________________________________________________________________
___________________________________________________________________
If I could live my life over again, I would__________________________________
___________________________________________________________________
___________________________________________________________________
I would most like to be remembered for__________________________________
___________________________________________________________________
___________________________________________________________________
My fondest childhood memories________________________________________
___________________________________________________________________
___________________________________________________________________
My greatest lesson in life______________________________________________
___________________________________________________________________
___________________________________________________________________
14 3
L I F E S T O R Y M Y H I S T O R Y
Designing a meaningful tribute...Someday, your family will turn to these pages to look for guidance in preparing a meaningful tribute. There are three
essential elements to a healthy, healing tribute:
‐ A public gathering,
‐ A ceremony with religious or spiritual overtones,
‐ Some form of procession to the final resting place
These may occur in any order, as long as all three elements are present in some form or fashion. You may wish to include
additional elements based on your family’s traditions, religious practices or cultural customs. Remember that there is
absolute freedom for creativity in designing a meaningful, healing tribute.
How do you want to be remembered?
WillAttorney______________________________________________________________
Name Telephone Number
Location______________________________________________________________City State Zip
Executor of my Will______________________________________________________________Name Telephone Number
Power of Attorney Yes No Type____________________________
______________________________________________________________Name Telephone Number
Medical Power of Attorney Yes No
______________________________________________________________Name Telephone Number
Living Will Yes No Primary Care Physician______________
Funeral plan | Other insurance policies
Location/Broker__________________________________________________________
__________________________________________________________
Description of Securities__________________________________________________________
__________________________________________________________
__________________________________________________________
Investment accounts & documents
Location of Policies Insurance Company Reason Purchased Policy # Policy Amount
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
( )
( )
( )
( )
4 13
W I S H E S P E R S O N A L I N F O R M A T I O N
Important passwordsWebsite Username Password
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
A PUBLIC GATHERING
At a time of loss, a public gathering allows family and friends to receive comfort and support from one another.
The gathering may occur before the ceremony (e.g. visitation, rosary), after the ceremony (meal, memory sharing
time), or both. Please check all that apply:
Private Family Viewing, Location___________________ Rosary or Prayer Service, Location____________ _
Viewing/Visitation/Wake, Location__________________ Open Casket Closed Casket
Meal, Location________________ Caterer/Type of Food_________________ Memory Sharing Time
A CEREMONY WITH RELIGIOUS OR SPIRITUAL OVERTONES
A personalized and meaningful ceremony with religious or spiritual overtones offers hope to the grieving family
as they search for meaning in loss.
Location of Service_____________________________________________________________________________
PERSONALIZATION (Check all that apply)
Memorial Picture Board Video Tribute Dove Release Balloon Release Butterfly Release
Candle Lighting Military Rites Lodge/Fraternal Rites Celebration of Life
Memorial Display Items_______________________________________________________________________
Flowers_________________________________ Memorial Contributions__________________________
Other_____________________________________________________________________________________
FOCAL POINT(S) FOR SERVICE Closed Casket Ceremonial Urn Framed Picture
Other Personal Item (e.g. motorcycle, Bible, arts, crafts, or memorabilia)_______________________________
_____________________________________________________________________________________________
Eulogy Presented By________________________________ Other Speakers_____________________________
_____________________________________________________________________________________________
Personal papers, documents, & insurance information This section can help your survivors tremendously by telling them where everything is kept.
This eliminates a search and gives your loved ones the peace of mind knowing that nothing
has been missed.
Important document locations
Birth Certificate____________________________________________________
Children’s Birth Certificates ____________________________________________________
Marriage Certificate(s)____________________________________________________
Divorce Papers____________________________________________________
Deeds and Titles____________________________________________________
Mortgages and Notes____________________________________________________
Automobile Records____________________________________________________
Income Tax Records____________________________________________________
Safe Deposit Box____________________________________________________
Location of Keys for SDB____________________________________________________
Bank Accounts____________________________________________________Name of Bank Account Number Type of Account
____________________________________________________Name of Bank Account Number Type of Account
____________________________________________________Name of Bank Account Number Type of Account
Credit Cards____________________________________________________Name of Card Account Number
____________________________________________________Name of Card Account Number
____________________________________________________Name of Card Account Number
Safe Combination____________________________________________________
12 5
P E R S O N A L I N F O R M A T I O N W I S H E S
Location____________________________________________________
401(K) IRA | Retirement plan benefits
MUSIC Live Music Recorded Music Congregational Songs and Hymns
Description___________________________________________________________________________________
_____________________________________________________________________________________________
SCRIPTURE READINGS, POEMS, QUOTES___________________________________________________________
____________________________________________________________________________________________
CASKET Purchase Rental Wood Metal Eco‐Friendly Other___________________
Color/Description______________________________ Personalized Theme______________________________
EMBALMING Yes No Standard Embalming Eco‐Friendly Embalming
CLOTHING Mine New Description____________________________________________________
JEWELRY____________________________ Leave on Remove and Give to________________________
URN Wood Metal Marble Ceramic Biodegradable
Color/Description______________________________________________________________________________
Place Ashes in Memorial Jewelry_______________________ Other_______________________________
FINAL RESTING PLACE
A procession and a committal service at the final resting place of the deceased provides loved ones with closure.
PALLBEARERS_________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
HONORARY PALLBEARERS_______________________________________________________________________
_____________________________________________________________________________________________
PROCESSION TO
Graveside Mausoleum Glass Front Niche Niche with Plaque
Location of Scattering___________________________ Ossuary Other_________________________
CEMETERY PROPERTY LOCATION_______________________________ Purchased Lot? Yes No
If Yes, Lot Description Section_______________ Lot No__________________ Space No_________________
Deed Owner__________________________________________________________________________________Do not keep the deed in a safety deposit box.
VAULT Steel Concrete Description______________________________________________________
PERMANENT MEMORIAL MARKER Bronze Marble Granite Upright Ground Level
Companion Individual Mausoleum Other____________
Inscription____________________________________________________________________________________
6 11
Tribute obituaryThe tribute obituary is your life story. It should include important milestones in your life.
Elaborate on why those milestones were important to you, your family, and your friends.
As you write your life’s journey, remember to include awards received, organizations you
attended, memberships, and special events.
__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
(Continue on a separate sheet if needed and attach to this page.)
Others whom I cherishName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
My Favorite Photo
( )
( )
( )
( )
( )
M Y L I F E S T O R Y F R I E N D S H I P
Newspaper Notice Yes No Photo
Name(s) of Newspapers__________________________________________________________________
My family tree
Additional notes_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
My relativesName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
My Grandchildren
My Children
Me My Spouse
My Mother My Father
My Mother’s Parents My Father’s Parents
My Great‐grandchildren
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
( )
( )
( )
( )
( )
10 7
F A M I L Y F A M I L Y
My childrenName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Grandchildren_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
Great‐grandchildren_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
My brothers & sistersName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
( )
( )
( )
( )
( )
( )
( )
( )
( )
8 9
F A M I L Y F A M I L Y
My childrenName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone____________________Email______________________
Date of Birth_______________________________________________
Grandchildren_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
Great‐grandchildren_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
My brothers & sistersName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
( )
( )
( )
( )
( )
( )
( )
( )
( )
8 9
F A M I L Y F A M I L Y
My family tree
Additional notes_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
My relativesName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
My Grandchildren
My Children
Me My Spouse
My Mother My Father
My Mother’s Parents My Father’s Parents
My Great‐grandchildren
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
_________________ _________________ _________________ _________________
( )
( )
( )
( )
( )
10 7
F A M I L Y F A M I L Y
6 11
Tribute obituaryThe tribute obituary is your life story. It should include important milestones in your life.
Elaborate on why those milestones were important to you, your family, and your friends.
As you write your life’s journey, remember to include awards received, organizations you
attended, memberships, and special events.
__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
(Continue on a separate sheet if needed and attach to this page.)
Others whom I cherishName_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
Name_______________________________________________
Address_______________________________________________
City/State/Zip_______________________________________________
Telephone_______________________________________________
Email_______________________________________________
Date of Birth_______________________________________________
(List others on a separate sheet if needed and attach to this page.)
My Favorite Photo
( )
( )
( )
( )
( )
M Y L I F E S T O R Y F R I E N D S H I P
Newspaper Notice Yes No Photo
Name(s) of Newspapers__________________________________________________________________
Personal papers, documents, & insurance information This section can help your survivors tremendously by telling them where everything is kept.
This eliminates a search and gives your loved ones the peace of mind knowing that nothing
has been missed.
Important document locations
Birth Certificate____________________________________________________
Children’s Birth Certificates ____________________________________________________
Marriage Certificate(s)____________________________________________________
Divorce Papers____________________________________________________
Deeds and Titles____________________________________________________
Mortgages and Notes____________________________________________________
Automobile Records____________________________________________________
Income Tax Records____________________________________________________
Safe Deposit Box____________________________________________________
Location of Keys for SDB____________________________________________________
Bank Accounts____________________________________________________Name of Bank Account Number Type of Account
____________________________________________________Name of Bank Account Number Type of Account
____________________________________________________Name of Bank Account Number Type of Account
Credit Cards____________________________________________________Name of Card Account Number
____________________________________________________Name of Card Account Number
____________________________________________________Name of Card Account Number
Safe Combination____________________________________________________
12 5
P E R S O N A L I N F O R M A T I O N W I S H E S
Location____________________________________________________
401(K) IRA | Retirement plan benefits
MUSIC Live Music Recorded Music Congregational Songs and Hymns
Description___________________________________________________________________________________
_____________________________________________________________________________________________
SCRIPTURE READINGS, POEMS, QUOTES___________________________________________________________
____________________________________________________________________________________________
CASKET Purchase Rental Wood Metal Eco‐Friendly Other___________________
Color/Description______________________________ Personalized Theme______________________________
EMBALMING Yes No Standard Embalming Eco‐Friendly Embalming
CLOTHING Mine New Description____________________________________________________
JEWELRY____________________________ Leave on Remove and Give to________________________
URN Wood Metal Marble Ceramic Biodegradable
Color/Description______________________________________________________________________________
Place Ashes in Memorial Jewelry_______________________ Other_______________________________
FINAL RESTING PLACE
A procession and a committal service at the final resting place of the deceased provides loved ones with closure.
PALLBEARERS_________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
HONORARY PALLBEARERS_______________________________________________________________________
_____________________________________________________________________________________________
PROCESSION TO
Graveside Mausoleum Glass Front Niche Niche with Plaque
Location of Scattering___________________________ Ossuary Other_________________________
CEMETERY PROPERTY LOCATION_______________________________ Purchased Lot? Yes No
If Yes, Lot Description Section_______________ Lot No__________________ Space No_________________
Deed Owner__________________________________________________________________________________Do not keep the deed in a safety deposit box.
VAULT Steel Concrete Description______________________________________________________
PERMANENT MEMORIAL MARKER Bronze Marble Granite Upright Ground Level
Companion Individual Mausoleum Other____________
Inscription____________________________________________________________________________________
Designing a meaningful tribute...Someday, your family will turn to these pages to look for guidance in preparing a meaningful tribute. There are three
essential elements to a healthy, healing tribute:
‐ A public gathering,
‐ A ceremony with religious or spiritual overtones,
‐ Some form of procession to the final resting place
These may occur in any order, as long as all three elements are present in some form or fashion. You may wish to include
additional elements based on your family’s traditions, religious practices or cultural customs. Remember that there is
absolute freedom for creativity in designing a meaningful, healing tribute.
How do you want to be remembered?
WillAttorney______________________________________________________________
Name Telephone Number
Location______________________________________________________________City State Zip
Executor of my Will______________________________________________________________Name Telephone Number
Power of Attorney Yes No Type____________________________
______________________________________________________________Name Telephone Number
Medical Power of Attorney Yes No
______________________________________________________________Name Telephone Number
Living Will Yes No Primary Care Physician______________
Funeral plan | Other insurance policies
Location/Broker__________________________________________________________
__________________________________________________________
Description of Securities__________________________________________________________
__________________________________________________________
__________________________________________________________
Investment accounts & documents
Location of Policies Insurance Company Reason Purchased Policy # Policy Amount
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
( )
( )
( )
( )
4 13
W I S H E S P E R S O N A L I N F O R M A T I O N
Important passwordsWebsite Username Password
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
A PUBLIC GATHERING
At a time of loss, a public gathering allows family and friends to receive comfort and support from one another.
The gathering may occur before the ceremony (e.g. visitation, rosary), after the ceremony (meal, memory sharing
time), or both. Please check all that apply:
Private Family Viewing, Location___________________ Rosary or Prayer Service, Location____________ _
Viewing/Visitation/Wake, Location__________________ Open Casket Closed Casket
Meal, Location________________ Caterer/Type of Food_________________ Memory Sharing Time
A CEREMONY WITH RELIGIOUS OR SPIRITUAL OVERTONES
A personalized and meaningful ceremony with religious or spiritual overtones offers hope to the grieving family
as they search for meaning in loss.
Location of Service_____________________________________________________________________________
PERSONALIZATION (Check all that apply)
Memorial Picture Board Video Tribute Dove Release Balloon Release Butterfly Release
Candle Lighting Military Rites Lodge/Fraternal Rites Celebration of Life
Memorial Display Items_______________________________________________________________________
Flowers_________________________________ Memorial Contributions__________________________
Other_____________________________________________________________________________________
FOCAL POINT(S) FOR SERVICE Closed Casket Ceremonial Urn Framed Picture
Other Personal Item (e.g. motorcycle, Bible, arts, crafts, or memorabilia)_______________________________
_____________________________________________________________________________________________
Eulogy Presented By________________________________ Other Speakers_____________________________
_____________________________________________________________________________________________
EducationHigh School_______________________________________________
Name State
College_______________________________________________Name State
Graduate School_______________________________________________Name State
Other Higher Education_______________________________________________Name State
Military informationLocation of
Discharge Papers_______________________________________________
Dates of Service_______________________________________________
Branch of Service/Rank_______________________________________________
Service Number (SSAN)_______________________________________________
Wars/Conflicts Served_______________________________________________
Awards for Valor/Merit_______________________________________________
Place/Date Discharged_______________________________________________
Church | Organizations | Memberships____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________ Name Since____________________________________________________________________Name Since
Marital statusMarried Date ___/___/___ Spouse (Maiden Name) ________________
Single Divorced Widowed Date ___/___/___
Personal remembrances of my life with you
My fondest memory with my family______________________________________
___________________________________________________________________
___________________________________________________________________
One of my greatest inspirations_________________________________________
___________________________________________________________________
___________________________________________________________________
My greatest accomplishments__________________________________________
___________________________________________________________________
___________________________________________________________________
If I could live my life over again, I would__________________________________
___________________________________________________________________
___________________________________________________________________
I would most like to be remembered for__________________________________
___________________________________________________________________
___________________________________________________________________
My fondest childhood memories________________________________________
___________________________________________________________________
___________________________________________________________________
My greatest lesson in life______________________________________________
___________________________________________________________________
___________________________________________________________________
14 3
L I F E S T O R Y M Y H I S T O R Y
This section provides your loved ones with personal information about you. This information may only be known by you.
Without this, your loved ones will not be able to file important and necessary papers upon your death. Having this
information readily available for your loved ones eases stress during an already emotionally stressful time.
Full Legal Name_______________________________________________First Middle Last
Street Address_______________________________________________
City_______________________________________________
State/Zip_______________________________________________
Date of Birth_______________________________________________
Social Security #_______________________________________________
Place of Birth______________________ Citizenship_______________
Occupation_______________________________________________
Employer___________________________ Date Retired ________
Type of Business___________________________ Years Employed _____
Father’s Name_______________________________________________
Mother’s Maiden Name_______________________________________________
My personal information
A few of my favorite things & interests
Favorite Place_______________________________________________________
Favorite Song or Music________________________________________________
Favorite Poem or Scripture_____________________________________________
Favorite Flower______________________________________________________
Favorite Food________________________________________________________
Favorite Movie or Play________________________________________________
Favorite Color_______________________________________________________
Hobbies or Interests__________________________________________________
My Pets____________________________________________________________
Additional Thoughts__________________________________________________
___________________________________________________________________
Individual(s) who have had the greatest impact on my life____________________
___________________________________________________________________
___________________________________________________________________
Message to my loved ones_____________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
M Y H I S T O R Y L I F E S T O R Y
2 15
16 1
I prepared this guide for you and those I care about.
Inside, you will find a brief overview of my life, a listing
of those most dear to me, and some of my most
precious memories.
For your peace of mind, as well as my own, I have
included wishes for my funeral service along with other
vital information you will need at the time of my death.
I completed this guide with much love and foresight. My
desire is to lessen the burdens you will have at my time
of passing so that you can celebrate our life together.
________________________________________________________________Signature Date
L I F E S T O R Y
Photos & mementos
Dear Loved Ones...
Life is the sum of all your choices
ALBERT CAMUS
To live in hearts we leave behind is not to die
THOMAS CAMPBELL
Planning GuideT h o u g h t f u l D e c i s i o n s
A K E E P S A K E P O R T F O L I O
W W W . S N Y D E R F U N E R A L H O M E S . C O M
F A C E B O O K @ S N Y D E R F U N E R A L H O M E S
I N S T A G R A M @ S N Y D E R F U N E R A L H O M E S
T W I T T E R @ S N Y D E R F U N E R A L S
Snyder Funeral Home Finefrock Chapel
350 Marion Avenue Mansfield, Ohio 44903
419-525-4411
Snyder Funeral Home 2553 Lexington Avenue Mansfield, Ohio 44904
419-884-1711
Snyder Funeral Home 81 Mill Road
Bellville, Ohio 44813 419-886-2491
Snyder Funeral Home Richardson Davis Chapel
218 South Market Street Galion, Ohio 44833
419-468-1424
Snyder Funeral HomeDenzer Chapel
360 East Center StreetMarion, Ohio 43302
740-387-9136
Snyder Funeral Home Gunder/Hall Chapel
347 West Center Street Marion, Ohio 43302
740-382-3612
Snyder Funeral Home Craven Chapel
67 North Main Street Mount Gilead, Ohio 43338
419-946-3040
Snyder Rodman Funeral Center 101 Valleyside Drive
Delaware, Ohio 43015740-362-1611
Snyder Funeral Home DeVore Chapel
637 State Route 61Sunbury, Ohio 43074
740-965-3936
Snyder Funeral Home Dowds Chapel
201 Newark RoadMount Vernon, Ohio 43050
740-393-1076
Snyder Funeral Home Flowers Chapel
619 East High Street Mount Vernon, Ohio 43050
740-392-6956
Snyder Funeral Home 33 East College Street
Fredericktown, Ohio 43019 740-694-4006
Snyder Funeral HomeLindsey Chapel
123 North Market StreetLoudonville, Ohio 44842
419-994-3030