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5 Items to Put on Your Funeral Preplanning List

bigstock-Business-agent-planning-with-a-26440379With the start of another New Year and the memories of the good times spent with family and friends receding, many people look at their overall Estate picture and realize that the funeral preplanning piece is still on their mental to-do list.  To complete the funeral preplanning piece, you may have even made an actual list.  Now is the time to cross this, mentally or physically, off your to-do list and achieve peace of mind knowing that you have taken care of the future the to the best of your ability.

The overall picture of funeral prelanning involves 5 pieces:

1. Vital Statistics:

This information is recorded on a file at the funeral home and includes:

  • Your full name birth date and birthplace
  • Your occupation if applicable – this is required to apply for the CPP Death Benefit and Spousal Benefit if applicable
  • Your SIN
  • Your parents’ names and birthplaces, including your mother’s maiden name if known

2. Type of Service

The type of funeral or memorial service you would appreciate to celebrate your life. Many people start sifting through their wishes and usually it is made sense by determining if it is Burial or Cremation.

3.  Merchandise Required for Internment

By this I mean; a burial would require a casket to be purchased. For a cremation, a casket may be purchased or rented and then a cremation container would be required.

4. Personal Wishes

What are your personal wishes regarding your funeral service?  This may include:

  • favorite poems,
  • reading
  • hymns
  • songs
  • flowers
  • pictures
  • a video tribute to show the important accomplishments of your life
  • a newspaper notice.

Additionally favorite personal items may be on display at the funeral or set into the casket.

5. Financial Resources

You will require a clear picture of the total funeral value to see if this value is in tune with your budget and financial resources.

When you elect to focus and get a grasp on a prearranged or prepaid funeral plan the first step is to call the funeral home and set an appointment.  I would advise that you ensure your appointment is with a licensed Funeral Director.  Two important questions to ask are:

  1. Is the future funeral cost guaranteed and
  2. What rate of interest is my money earning?

In my next blog post, I will cover 4 important Service Canada factors to consider with respect to budget when doing funeral pre-planning.

In the meantime, if you have any questions or concerns, I would love to hear from you. You can comment directly here on the blog or you can reach me here.

Until next time,


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