Planning ahead

Your plan, in about an hour.

A calm walkthrough of the four things that matter most: your wishes, your documents, who to notify, and what the real cost ranges look like. Free, private, no account required.

I

Wishes & preferences

  • Disposition: burial, cremation, green/eco, donation
  • Ceremony style: traditional, celebration of life, none
  • Faith, cultural, and language considerations
  • Music, readings, photos, and people to include
  • Where you’d like to rest
II

Documents to gather

  • Will, trust, and named executor
  • Healthcare directive and power of attorney
  • Life insurance policies and beneficiaries
  • Bank, retirement, and brokerage accounts
  • Property deeds, vehicle titles, and digital assets
III

People to notify

  • Immediate family and close friends
  • Employer or business partners
  • Attorney, financial advisor, accountant
  • Faith community, clubs, and volunteer groups
  • Insurance carriers and Social Security
IV

Cost ranges to compare

  • Direct cremation — typically the lowest cost option
  • Cremation with a service
  • Traditional burial with viewing
  • Cemetery plot, marker, and opening/closing fees
  • Common add-ons and what they really cost
Helping a parent

How to start the conversation.

The hardest part is the first sentence. Try one of these — pick the one that sounds like you, and say it on a quiet afternoon, not at a holiday.

  • “I’m doing my own plan and I have no idea what I’m doing. Would you walk through yours with me so I know what good looks like?”
  • “If something happened to you tomorrow, I don’t know where your important papers are. Could we spend an hour putting them in one place?”
  • “I keep hearing about people getting stuck with surprise bills after a parent dies. I’d rather ask you now than guess later.”

When you’re ready, we can help you find the right local providers.

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