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Planning for Richard Dean Parker

Grandfather · Atlanta, GAVeteranplanning
Checklist Progress10/19 (53%)

Planning Progress

Intake
Details
3
Plan Review
4
Provider
5
Documents
6
Complete

Selected Funeral Home

F

A Tree of Life Funeral Care

1485 Willow Oak Drive SE, Atlanta, GA

(404) 555-0147

Traditional burial package · $2,850 – $4,200

Document Vault

Encrypted at rest · Private to this plan

Certified Death Certificate (8 copies)Uploaded
DD-214 Military Discharge PapersUploaded
Last Will and TestamentUploaded
Life Insurance Policy — MetLifeAwaiting

Activation Messages

Saved messages that go out when the plan is activated, or are read aloud at the service.

Public — read at serviceAt the service

A note for Grandpa's service

He taught us that a day spent fishing was never wasted. I want to read this at the service...

Private — to Hannah (daughter)On activation

For Hannah, on the morning of

Grandpa wanted you to know that the toolbox in the garage — the red one — is yours. He said...

!

Immediate steps

4/4
Notify immediate family
Obtain pronouncement of death
Contact a funeral director
Confirm disposition preference
V

Veteran benefits

1/3
Gather DD-214 discharge papers

Required for VA burial benefits

Request VA burial benefits

Up to $2,000 for service-connected, $796 otherwise

Schedule military honors

Flag, Taps, folding ceremony

D

Documents

2/3
Order certified death certificates

Order 8-10 copies for estate, benefits, and accounts

Locate the will and trust
Gather insurance policies
S

Service planning

2/4
Confirm service date and time
Write the obituary

LegacyCompass can draft it — you edit

Choose music and readings
Select pallbearers
$

Financial

1/2
Freeze credit cards
Review bank accounts + beneficiaries
N

Notifications

0/2
Notify Social Security Administration
Notify employer / pension
L

Legal

0/1
File the will with probate court

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