Start Planning Ahead

 

Whether you're planning for yourself or someone you love, we're here to help you take the next step at your own pace.

personalized service

Whether you're planning ahead for yourself, helping a family member, or preparing for someone receiving hospice care, this form allows us to gather the information we'll need before we meet.

**PLEASE DO NOT USE THIS FORM TO REPORT A DEATH - CALL US TO REPORT at 919-866-1866**

PLANNING AHEAD

Let's gather the information we'll need.

This is preliminary information to help us get started. Complete as much or as little as you'd like. If you don't know an answer, leave it blank and you can add it later. We'll review and verify everything with you before it is used for final arrangements or records.

Has a death occurred? Please call Renaissance at 919-866-1866 first. This worksheet can help gather information, but it does not replace the initial phone call.
Step 1 of 6 Getting Started
1

First, tell us a little about you.

This is the person completing the planning information.

Where are you in the journey?
2

What are you thinking about?

Choose as many as you're considering. You don't need to have made a decision yet.

What are you planning for? (choose all that apply)
Who are you planning for?
3

About the person we're planning for.

These are the basic details a funeral home will eventually need. Leave anything you don't know blank.

4

A few more details.

Some of these questions may feel oddly specific. They're information commonly needed for records later.

Hispanic or Latino?
Has this person served in the U.S. Armed Forces?
5

Who should we work with?

This can be the person filling this out, or someone else who should be our primary contact or informant.

This is just a starting point. If something is missing or uncertain, that's okay. You can add information later, and Renaissance will review and verify the details with you.
A note about privacy: This worksheet does not ask for a Social Security number. Please provide highly sensitive information directly to your funeral director rather than entering it here.
6

Take a look before you finish.

Nothing has to be perfect. You can go back and change anything, or leave unanswered items for later.

What would you like to do with your planning information?

You can send the information directly to Renaissance, print a clean copy, save it as a PDF, or prepare an email copy for yourself.

Where are you in the journey?
Choose the option that feels closest to your situation. If you're not sure, that's okay. We'll help from there.
Your Name

Let's Get Started

If you are preparing for services that may be needed soon, or planning ahead, the information below helps us better understand your situation before we speak. Complete as much or as little as you'd like. We'll guide you through the rest together.
What are you planning for?
Who are you planning for?

Personal Information

This is for the person we are planning for.
Marital Status
This is very general, we don't need to know where you work(ed), we need job title and industry of your job. If retired, please state your job information when you were wworking.
Has the person you're planning for served in the U.S. Armed Forces?
Highest level of education completed
The person we'll work with throughout the planning process. This may or may not be the same person completing this form.
Share whatever you'd like us to know. If a death has occurred, you can tell us where your person is currently in our care. If you're planning ahead, let us know what you'd like to accomplish. If you're not sure what information is helpful, that's okay too.

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