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Documents and links

We’ve listed all the resources from this site below so you can find what you need quickly and easily.

Pre-planning your funeral or memorial service

  • Last wishes (pdf) – Special people to be contacted upon your death and your wishes for your funeral or memorial service
  • Personal information (pdf) – Family, employer, and more
  • Sample messages (pdf) – A variety of sample letters which are meant to provide general information, instructions and personal

How much life insurance is enough?

Beneficiary designations


Estate planning

Planning a loved one’s funeral or memorial service

Survivor assistance

Legacy lock box

Store, organize and access your personal and financial information in a single, secure place for future access by you or your loved ones.

Open application