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The most up-to-date Planning Organizer in the industry is available in four different formats based on the needs of your families, including a version in Spanish. Our Organizer includes five easy to fill out sections including space for:

  • The location of important documents
  • Where to find bank, retirement and investment accounts
  • How to locate insurance policies
  • Veterans and social security benefits, and
  • Funeral and cemetery preferences.

Click on any of the images above to learn more or to purchase. Use with:

PERSONAL PLANNING ORGANIZER SCRIPT

The PPO Script is designed specifically for our Personal Planning Organizer to provide counselors the tools to know exactly what to say for each page and to prepare the family for the Pre-Need Presentation to follow.

LIVING WILL KIT

Healthcare providers urge families to have a clear understanding of their loved one’s end-of-life decisions by completing a Living Will, particularly relevant now due to the pandemic health crisis. The Living Will Kit covers not only living wills, but also four other important health care advance directives, with convenient wallet cards that notify others your advance directives. Use with:

THE LIVING WILL KIT SCRIPT

To fully understand the Living Will Kit, its purpose, and how to properly present it to the family, the Living Will Kit script has easily identifiable graphic and photo cues embedded in this script make it simple for any counselor to make a flawless presentation every time.

THE PRE-NEED PRESENTATION

Simple. Appealing. Effective.  The four page presentation show the importance of pre-planning and suits today’s consumer, who wants a simple and straight forward approach.  Provides all the necessary visual cues that serve to illustrate and amplify the points that a counselor will be making in the presentation. Use with:

THE PRE-NEED PRESENTATION SCRIPT

Everything you need to say to make an effective pre-need presentation is contained in this script. Photos of the presentation are embedded in the script, so counselors know exactly what they should be saying while showing each graphic image of the Pre-Need Presentation to the family.