Pre-Planning or Pre-Need

We all know how important it is to plan for the future, whether it's for our child's college tuition, or to prepare for a rainy day. So many of us overlook a very important part of our lives...it's conclusion. Funerals are an important part of our lives and we can not only learn about the people who's Funeral's we attend, but also about ourselves.

Everyday we prepare for for school, work, dinner, and we also prepare for holidays, vacations and our retirement. Why are we timid about preparing for our Funerals? Because it is not really something we want to happen...but it will happen to us all and it is wise for us to prepare.

Preparing for our Funeral will not only finalize our wishes with regard to our Funeral or Cremation, but can also help our surviving family or loved ones deal easier with the necessary plans, paperwork and costs involved at the time of our death.

If you call us and ask to set up a pre-need arrangement, we will go over important details with you such as Death Certificate and Obituary Information, type of services and or cremation, casket selection, signatures on necessary documents, among other items, and these can all be taken care of ahead of time.

You may also arrange to "pre-pay" by putting funds for the total Funeral costs away into a California Master Trust account. This will lock-in the Funeral costs at today's prices and will help to avoid any financial burdens on your surviving family. The funds will be held in trust until your death and only at that time will they be used for the cost of your funeral.

Whether you are planning Funeral arrangements for yourself, for a family member or someone close to you, it is always wise to be prepared for the future.

Click here to watch a Pre-Planning video.

This page will help you to organize important information that we will need for pre-planing a Funeral or Cremation Service with you. Please fill it out carefully and when you are finished, feel free to send it to us by clicking at the bottom. We will be glad to go over all necessary items with you and will do our best to help.


I am planning for:
                    Other:

Vital Statistics
This information is required by the State of California Department of Health for a permanent record and should correspond with legal documents.

The following information will be used for the funeral arrangements of:

Full Name: First (Given)
 Middle
 Last (Family)
Date of Birth:
(Month, Day and Year)
 Age:
Sex:
Place of Birth
(City and State or Country):
Social Security Number:
 
Veteran:  
 If Veteran,
Branch of Service: 		 
Year Inducted:
  
Year Discharged:
 
Marial Status:
 Number of Years
of Education:
 
Race:
 If Hispanic,
please specify:
Name of Last Employing Company:
(If Self Employed, So State)
  
Present or Last Occupation:
Kind of Business or Industry
of Employing Company:
 Number of Years
At This Occupation:
Residence of Deceased:  
Street Address:
  
City:
 State
(or Foreign Country):
 
Zip Code:
  
County:
 Number of Years
In This County:
Infomant In Charge
of Finalizing Arrangements: 		 
Full Name:
  
Relationship:
Street Address:
 City:
 State:
 Zip Code:
Home Phone:
 Work Phone:
 Email Address:
Spouse
of Deceased: 		First Middle Last (Maiden)
Father
of Deceased: 		First Middle Last
Father
Birthplace: 		City State Country
Mother
of Deceased: 		First Middle Last (Maiden)
Mother
Birthplace: 		City State Country
Place of
Final Disposition: 		Name of Cemetery:
Street Address:
 City:
 State:
 Zip Code:
County:
 Phone:
Type of Disposition
If Cremation, The Cremated Remains Will Be:
    Other:
Name of Physician:
 Phone:
Street Address:
 City:
 State:
 Zip Code:

 

 
Please Fill In Any Additonal Information That Would Be Of Assistance To Your Funeral Counselor.
Funeral Preferences
Wheather you are planning for a burial or a cremation, you may have services with a person's remains present. Please clairfy your wishes below:
I Prefer My Funeral Service To Be:
Place Of Services:   Other:
Type of Services:


Other Service Information For Your Consideration
Favorite Musical Selections:
I Will Supply CD/Tape
(We May Have Some Songs Available At The Chapel)
Title of Favorite Passages or Poems:
Favorite Flower(s):
Favorite Flower Color:
Charitable Donations to:


Biographical Information
Religious Denomination:
Place Of Worship:
List Clubs, Organizations etc:
Special Accomplishments
or Other Information:


Survivors
 Please list Spouse, Sons, Daughters, Parents, Brothers, Sisters, Number of Grandchildren, Significant Relationships, etc.:


Additional Instructions
 Please list any other items or concerns that you wish to share which are not listed above:


Contact Information
We will contact you and either send you further information or we can set an appointment for you to see us:
Name:
 Relationship:
Street Address:
 City:
State:
 Zip:
Phone:
 Fax:
Email Address:

Before you send this information to us we highly recommend that you print it out for your own records.

Thank you.