EOL Planning Worksheet March2008

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PERSONAL PLANNING SHEET FOR (Name) General Information Street Address Date of Birth City, ST Zip Emergency Contact(s) Phone Veteran Branch and Dates of Service Have been made Need to be made Need Developed Can be made when needed according to this plan In effect Funeral Home Designated agent(s) Phone Location of Document Contact Desire Home / Hospice Care Preferences and Arrangements Obituary Notes: Services Select any and all options that denote your preferences None Religious Affiliation, if any Private Public Graveside Only Eucharist / Last Rites Rosary Visitation Viewing Funeral Celebration of Life Mass of Christian Burial LOCATION: Church Synagogue Other Location Preferred Officiant (Name & Title) Name of Location Street Address City, ST Zip Phone ( ) Clothing to be dressed in: Other specific details: Music None Instrumental Vocalist Congregational Singing D C Living will / medical power-of-attorney Songs E (If checked, Contact Regional Veterans Affairs) A B Advance Directives Pre-arrangements Print Name Signature Date .. Page 1 of 3

description

End of Life Planning Worksheet to help start the process of defining your preferences for handling your services, disposition of your remains and associated issues. NOT A LEGAL DOCUMENT and DOES NOT replace a will, trust or other legally binding documents.

Transcript of EOL Planning Worksheet March2008

Page 1: EOL Planning Worksheet March2008

PERSONAL PLANNING SHEET FOR(Name)

General InformationStreet Address Date of Birth

City, ST Zip Emergency Contact(s)

Phone

Veteran Branch and Dates of Service

Have been made

Need to be made Need Developed

Can be made when needed according to this plan In effect

Funeral Home Designated agent(s)

Phone Location of Document

Contact Desire Home / Hospice Care

Preferences and Arrangements Obituary Notes:

Services Select any and all options that denote your preferences

None Religious Affiliation, if any

Private Public

Graveside Only Eucharist / Last Rites Rosary

Visitation Viewing

Funeral Celebration of Life Mass of Christian Burial

LOCATION: Church Synagogue Other Location

Preferred Officiant (Name & Title)

Name of Location

Street Address

City, ST Zip

Phone ( ) —

Clothing to be dressed in:

Other specific details:

Music

None Instrumental

Vocalist

Congregational Singing

D

C

Living will / medical power-of-attorney

Songs

E

(If checked, Contact Regional Veterans Affairs)

A

B

Advance DirectivesPre-arrangements

Print Name Signature Date ..Page 1 of 3

Page 2: EOL Planning Worksheet March2008

PERSONAL PLANNING SHEET FOR(Name)

Services (Cont'd)

Scripture Verses

Inspirational

poems, quotes

or thoughts

Flowers

None

Reception Wake Other

Name of LocationStreet Address

City, ST Zip Phone ( ) —

Final Disposition Preferences (See Section G for Disposition Location)

Burial

NO Burial Casket Preferences

Wood Fiberglass Other

Metal Plastic

Color / Liner Preferences:

Cremation

NO Cremation Container Preferences (wood, ceramic, color, etc.)

Urn

Box

Disposition Preferences Burial Vault Dispersed

Donation

NO Donation

Registered as an organ donor

MVD designation

Permission to register on donor list

Donation to Science / Education

Specific school

Specific program

Type(s) Color (s)E

(Note: See Section G for specifics of location or other handling.)

Specify all or some, note your preferences

F

Kidney Eyes Heart Lungs Liver

Pancreas Skin Grafts Intestinal Tissue

Print Name Signature Date ..Page 2 of 3

Page 3: EOL Planning Worksheet March2008

PERSONAL PLANNING SHEET FOR(Name)

Final Disposition Location

Desired Location (City, State)

Cemetery desired

Already purchased Need to purchase

Single Plot

Double Plot adjoining:

Single Vault

Double Vault adjoining

Headstone / Marker / Monument Single Double

Already purchased Need to purchase

Color / Stone type

Insignia / symbols / images

Inscription Preferences

Ashes Dispersed By Whom

Location(s)

Additional Instructions & Comments Regarding Arrangements & Preferences

Property & Affairs Note: This does not replace legal documents; legal documentation is strongly recommended.

Estate Trust Executor(s) or Estate Representative(s) designation

Legal document location(s)

Will

Other

Location of documents regarding disposition of personal property and effects

My Message to Loved Ones (How I hope to be remembered / My legacy / You must go on)

G

H

J

I

Print Name Signature Date ..Page 3 of 3