Taking Control of Your Final Arrangements

 Although death is part of life, many people avoid planning ahead. The following questions will help you  prepare. 

  • Is there a health care directive?
  • Is the person part of a burial, cremation or memorial society?
  • Does that society make special funeral arrangements?
  • Is the person part of an honour guard, veterans group, lodge, or National Order?
  • If yes, has the Office of the President or Chancellor of the Orders been notified?
  • Does the Order provide ceremonial honours that affect seating or protocol?
  • Is there a safe or safe deposit box?
  • Where is it located?
  • Who has the key or combination?
  • Where will money come from for hospital bills?
  • Where will money come from for funeral expenses?
  • Is there a cemetery plot or prepaid funeral arrangement?
  • Is there a will or trust?
  • Where is it kept?
  • Who are the beneficiaries?
  • What are their names, addresses, and phone numbers?
  • Are financial records stored on a computer?
  • Who has the passwords?
  • If there is no will, how will estate taxes be paid?
  • Can costs be deducted from the estate?
  • Are there other assets such as bonds, insurance, bank accounts, or partnerships?
  • Is there life insurance?
  • Where is the policy kept?
  • Who is the beneficiary?
  • Are there death benefits?
  • How are they claimed?
  • Are there outstanding debts?
  • How will they be paid?
  • Are any beneficiaries minors?
  • Do any minors owe money to the estate?
  • Can those sums be deducted from their share?
  • Can those sums be deducted from their share?
  • Are there dependents?
  • How will ongoing obligations be met?
  • Is there a business involved?
  • What is the plan for business continuation or transfer?
  • Where are the business records kept?

This information is provided for general guidance only. It is not legal, medical, or financial advice. Requirements and procedures vary by jurisdiction. For advice specific to your situation, consult qualified professionals.