Your Preplanning Guide: 5 Worksheets to Give Them Guidance When They Need It Most

1. Vital Statistics – The essential facts they’ll need immediately

2. Medical History – A roadmap for their hardest decisions

3. Burial/Cremation Wishes – Your voice, speaking for you

4. Veteran Benefits – Every honor you’ve earned, preserved

5. Financial Preparation – Protection from unnecessary burdens

   The Essential PrePlanning Bundle: 5 Premium Worksheets

   Your Family’s Peace of Mind—Priceless

   This isn’t just another checklist. As a licensed preplanning expert with 18+ years of experience, I’ve distilled the most critical, family-saving documents into one premium bundle—so you can protect your loved ones without the overwhelm.

   Why This Is the Gold Standard: ✨ Professionally Designed: Unlike other templates, these worksheets are real world vetted and field-tested with thousands of families. ✨ All-in-One Solution: Covers vital stats, medical history, final wishes-burial, cremation, & other preferences, finances, and veteran benefits—no piecing together random forms. ✨ Time-Saving: Skip hours of research. These are the exact worksheets I use with private clients ($250+ value). ✨ Beyond the Basics: Includes bonus guides.

   What’s Inside: 1️⃣ Vital Statistics Worksheet

   • The #1 most-requested form—funeral homes require this immediately.

   • 2️⃣ Medical History Organizer

   • Ensures doctors/family have critical health details in emergencies.

   • 3️⃣ Burial/Cremation Preferences

   • Legally persuasive documentation of your final wishes.

   • 4️⃣ Veteran Benefits Maximizer

   • Claim every dollar and honor earned through service.

   • 5️⃣ Financial & Insurance Inventory

   • Prevents accounts from being overlooked or lost.

   Includes Exclusive Bonuses-(emailed after purchase)

   For Those Who Want: ✓ A done-for-you system (no guesswork)

   ✓ To leave a legacy of love—not confusion ✓ The same tools professionals use

   "Investing in these worksheets saved my siblings from a nightmare after Dad passed. Worth every penny." — Sarah K., Client