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

Vital Statistics – The essential facts they’ll need immediately
Medical History – A roadmap for their hardest decisions
Burial/Cremation Wishes – Your voice, speaking for you
Veteran Benefits – Every honor you’ve earned, preserved
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

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