PERSONAL PLANNING GUIDES

Give as an incentive for a preplanning appointment, usually associated with a funeral home direct mail program.

Ask each family member attending the arrangement meeting to complete one and return it to you so you can put a copy in a file for them. This gives you a second opportunity to discuss preplanning their funeral.

A simple yet effective aftercare program can include personal delivery of death certificates and providing a personal planning guide as well as other helpful materials like grief brochures and aftercare booklets.