Essential Information Organizer
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/Executor's Guide
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Funeral/Cemetery Expense
Planning Guide
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Survivor's Responsibilities |
Payment
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Permission
Forms |
Transferring Ownership
Pre-Planning Information
87 Thing That Must Be Done By The Survivor
* Indicates details that can be planned or arranged ahead of
time.
Secure Vital statistics (Required for burial permit)
- * Name, home address, telephone number
- * How long at address
- * Occupation and title
- * Name of business, address and telephone
- * Social Insurance Number
- * War Veterans Serial Number
- * Date of Birth
- * Place of Birth
- * Citizenship
- * Father's Name
- * Father's Birthplace
- * Mother's Maiden name
- * Mother's Birthplace
- * Religious name (if any)
Pay some or all of the following
- * Cemetery Plot
- * Memorial
- * Funeral Director
- * Interment Service
- Clergy
- Florist
- Clothing
- Transportation
- Telephone and telegraph
- Food
- Doctors
- Nurses
- Hospitals and Ambulance
- Medicine and drugs
- Other current and urgent bills (mortgage or rent,
taxes, installment payments)
Collect Documents (Required to establish rights for
insurance, pensions, Canada Pension, survivor benefits, ownership, relationship,
ect)
- * Will
- * Legal proof of age or birth certificate
- * Social Insurance Card or number
- * Marriage license
- * Citizenship papers
- * Insurance policies (life, health and accident,
property)
- * Bank books
- * Deeds to property
- * Bill of sale of car
- * Income tax returns, receipts or cancelled cheques
- * Veterans Discharge Certificate
- * Disability claims
- * Cemetery Certificate of Interment Rights
Decide and Arrange Within a Few Hours
- * Burial Plot location and which space to open
- * Memorial type and inscription
- * Type of casket
- * Clothing for deceased
- * Type of grave liner
- * Type of service (religious, military, fraternal)
- * Special selection from scriptures
- * Officiating Clergy
- * Which funeral director
- * Place where service is to be held
- * Time for funeral service
- * Decide name of charitable organization to which
donations are suggested in memory of deceased
- * Providing information for eulogy
- * Select names for pall-bearers
- Flowers
- * Music
- Clothing for you and children
- Preparation at home, including food for family and
guests
- Extra chairs
- Transportation for family and guests including planning
funeral car list
- Checking and signing necessary papers for burial permit
- Providing vital statistics about deceased for
newspapers
- Providing addresses and telephone numbers for all
interested people
- Answering innumerable sympathy phone calls, messages,
wires and letters
- Meeting and talking with funeral director, cemetery
representative, clergy about all details
- Greeting all friends and relatives who call
- Arranging for meeting relatives who arrive from out of
town at airport or railway station
- Providing lodging for out of town relatives
- Make a list of callers and floral tributes sent for
mailing card of thanks
- * Arranging for special religious services
- * Check will regarding special wishes
- Order death certificate
- Look after minor children
Notify as soon as possible
- The doctor or doctors
- The funeral director
- The cemetery
- All relatives
- All friends
- Employer of deceased
- Employers of relatives not going to work
- Casket-bearers
- Insurance agents (Life and Health, Accident)
- Religious, fraternal, civic, veterans organizations and
unions
- Newspapers regarding notices
- Attorney, accountant, or executor of estate