Planning Guide

Request a free planning guide.

A guide and workbook to help you write down your wishes and the information your family may need. Free, with no obligation.

What the guide is for

Most families have never talked through these decisions. The guide gives you a calm place to start: a way to write down your wishes and keep important information together, at your own pace.

  • Space to note your wishes for services and ceremonies
  • A place to list important contacts and where documents are kept
  • Questions to talk over with your family

Filling in the guide does not commit you to anything. If you would like help with any part of it, a licensed insurance agent can walk through it with you.

Two men talking over a notebook at a kitchen table

Get your free guide

Tell us where to reach you. A California licensed insurance agent will call you to arrange getting the guide to you, and may tell you about pre-need funeral insurance. There is no obligation to buy anything.

Preferred language
Please do not include account numbers, Social Security numbers, medical details, or any discharge or military documents.

By sending this request you agree to be contacted about your inquiry by email or phone. No payment, no obligation. See our Privacy Policy. Text messages are sent only with your separate consent; see SMS Terms. Insurance is offered by the licensed agent named below; policies are issued by the insurance company.