This list is the paper version of the interactive self-check: twelve points that together make up a well-prepared farewell. Go through and check them off – wherever something is missing, there is a related article for it.
In brief:
- Twelve points in five areas: cover, naming a beneficiary, information, documents, upkeep.
- The goal isn't a complete list right away — the direction matters: one more checkmark, year after year.
- The list is for general guidance — a needs assessment gives the precise picture.
Cover
- There is a solution in place for the cost of the farewell funeral expense insurance, dedicated savings, or a combination of the two
- The sum is measured against today's real costs based on the cost factors, with a margin
- The sum keeps pace with prices indexation accepted, or reviewed once a year
Naming a beneficiary and access
- A beneficiary is named and the naming reflects today's family situation
- The beneficiary knows their role they know they have been named, and they know what they will need to do
- For the savings route, access is arranged a joint account, a bank's death benefit instruction, or another working solution
Documents and family
- All papers are in one place the folder template is filled in
- At least two people know where the folder is and can also access it if needed
- The wishes are written down the form of the farewell, its location, personal requests
- The conversation with the family has happened at least the basics: that a solution exists, and where the papers are
Upkeep
- The anniversary is in the calendar fifteen minutes a year: sum, beneficiary, details – following the annual checklist
- The details are up to date address, contact details, account number – with the insurer too
If more points are missing than checked off: that isn't a bad result, it's a starting point – any of the points can be settled on its own, at a calm pace. If you would like, we can talk it through in a conversation: book an appointment.
Have a question about your own situation? Let’s talk it through, calmly – 20 minutes, free of charge →
This article is for general information only and does not constitute an offer or insurance advice. The precise content of insurance policies is determined by the insurers’ terms and conditions in force at any given time.
