A PRINTABLE PLANNER FOR YOUR FAMILY
Family & Funeral Planner
Put your wishes, important contacts and the location of your records in one place. This six-page planner gives you room to write down what you would like your family to know.
Email me the planner
What you can record
Use the planner at your own pace, with space for:
Family contacts and people who can help locate your records.
Where important documents and insurance records are kept.
Funeral and memorial preferences, music and readings.
Personal details and memories you would like shared.
Six-page printable PDF. Print a copy, write in the sections that matter to you and leave anything undecided blank.
Email me the planner
Enter your name and email to receive your copy. You’ll also receive introductory emails from Sams/Hockaday and our newsletter every other week. You can unsubscribe using the link in our emails.
For your family. Kept by you.
Keep the completed planner in a private place and tell someone you trust where to find it. Record document locations rather than passwords, Social Security numbers or full financial account numbers. You do not need to send the completed planner to Sams/Hockaday.
This planner records information and preferences. It is not a will, advance directive or funeral contract.
Questions about life insurance?
Call our office to talk about the life insurance options we offer or to reach your agent.
Call 217-423-8000