Funeral Planner V1.4 2021

  • Funeral Planner V1.44 2021

Arrangement File

Step 1- Prior To Arrangements - First Call Information

Information on who has passed away that we are caring for.

Notify Arranger & Arrangements of Any Name Change After Arrangements.

Confirm using phonetic letters-Is that ‘P’ as in ‘Papa’ or ‘T’ as in ‘Tango’ ?


 

Name as will be on FDSD

Notify Arranger & Arrangements of Any Date Change After Arrangements.


Below Is the Information of where they passed away

Step 2 - Arranger Information & Vital Stats

Do not use CARE OF or another family member’s address

 

If Deceased Went By Another Name Add After First Name

 In (Brackets) if name is not the middle name

or

In  "Quotations" if name is one of their middle names

Mother's Information - use given names for first name

Father's Information - use given names for first name

STEP 3 - Executor & Contacts

Will

Legal Marital Status

Use ``Same as Deceased`` to populate the address feilds and then edit the name.

Use ``Same as Deceased`` to populate the address feilds and then edit the name.

Common Law

Use ``Same as Deceased`` to populate the address feilds and then edit the name.

Funeral Home Family Contact

Contact 2

Contact 3

STEP 4 - Family Care / Invoice To.

Confirm that the phone number is the preferred number for family care to use.

 (office use only)

Primary Invoice To

Is a Second Invoice Required?

Please select from drop down if second invoice is to someone other than listed above

Funeral Director Statement Of Death

This document is used in Alberta for all aspects of the estate (including notifying banks, Canada Pension, Revenue Canada and land titles)

Select quantity requested

Step 5 - Application For Assistance

Step 6 - Obituary & Brief Death Notifications

Obituary Information (online and newspaper)

List Newspaper Name followed by date to run obituary in the "PRODUCT LABEL" field

Announcement Later

Funeral Home Website Hosting Obituary & Condolences

Newspaper Obituary

List Newspaper Name followed by date to run obituary in the "PRODUCT LABEL" field

 

"Price" field must be $1 or greater to display on contract

Obituary Costs

For Office Use - Submitted (online & print)

Obituary Submitted?

Step 7 - Transferring In / Out

Flight Costs

Transfer In / Out Fees

Step 8 - Preparations

<<< Dressing, Cosmetology, Casketing) - Required with Embalming >>>

In respect for the deceased our staff will bath and dress the deceased in their own clothing.

<<< Thumbprint Impression Taken >>>

<<< DNA Preservation >>>

Below Is the Information about who will be contacted when the DNA capsule is received from Securigene in 4-6 weeks.

Step 9 - Visitation / Identification

Visitation or Identification

Catering / Hostesses - Visitation?

Catering Details

To add additional items click on the plus sign

Specify the number of hostesses for visitation

If Known

Is there a second visitation, afterhours or all night visitation planned?

Is there a third visitation?