FUNERAL ORGANISER - White Lady Funerals

FUNERALORGANISERUltimate care for you, your wishesand your family

“TO MY FAMILY”“I have completed this guide as a way of relieving you of the soleresponsibility and decision making when the time comes.”Signed:Dated:THIS DOCUMENT IS IMPORTANTIt should be kept in a safe place known to your Family or Executor.

FUNERAL ORGANISERThis guide provides you with a place to record your funeral wishes and personal choices,which can be referred to by your family and your funeral director, when the time comes.When you fill in the information in the sections inside, you are showing your care for yourfamily and friends, as the information you add to this book will help them know how youwish to be remembered.You can also find information on prepaying a funeral with White Lady Funerals within thisbooklet. Prepaying is the best level of care for those we leave behind as, not only will yourfuneral wishes be recorded, but you will have added financial protection to the emotionalcare you are providing for your loved ones.If you would like further information, or require additional copies of this booklet, you cancontact White Lady Funerals on 1300 656 550.CONTENTSPersonal and Family Information2Additional Information:Financial Information4Centrelink9Funeral Service Instructions5Veteran’s Affairs9Memorialisation Information6The Importance of a WillSpecial Instructions and Information7Next Steps11Other Relevant Information9Privacy Policy1210White Lady Funerals Funeral Organiser1

PERSONAL AND FAMILY INFORMATIONFamily nameGiven name(s)AddressPostcodeDate of birthFemalePlace of birth TownCountryCityStateYear arrived in Australia, If born overseasOccupation during working lifeName and Address of Person who I would like to make any Arrangements(For instance, contacting the funeral director, e.g. executor, solicitor, family member)NameTelephoneAddressPostcodeFuneral Director(Funeral director you would like to conduct your service and register the death)TelephoneNameAddressPostcodeNext of Kin(This information is needed when the death is registered.)NameTelephoneAddressPostcodeExecutor of my Will(Executor will need certain financial information when applying for grant of probate.)NameTelephoneAddressPostcodeCopy of my WillNameTelephoneDate of WillDeposited with NameAddressPostcode2White Lady FuneralsFuneral OrganiserMale

SolicitorNameTelephoneFamily DoctorNameTelephoneAddressPostcodePersonal DocumentsBirth CertificateLocationMarriage CertificateLocationMedicare CardCard number(to be returned to Medicare office)Centrelink PensionNumber Type of pensionVeterans’ AffairsNumberPassportName shown on passportPassport number Expiry date(Passport should be returned to passport office in your area, details at local Post Office)Driver LicenceNumber State of IssueClub or Association memberships (Should be returned to appropriate organisation. It may be that a claim can be made for unexpiredmemberships or mortality fund benefit.)THE FOLLOWING FAMILY, MARRIAGE AND CHILDREN DETAILS ARE NEEDED FOR DEATH REGISTRATIONFamily DetailsFather’s surnameGiven name(s)Usual occupationMother’s maiden surnameGiven name(s)Usual occupationPartner surnameGiven name(s)Usual occupationMarriage Details (Please tick appropriate box(es))MarriedDivorcedSeparatedWidowedNever marriedDe factoDetails of Marriage(s)First marriagePlace/City/Town/CountryAge at date of marriageName of partner (at date of marriage)Second marriage (if applicable) Place/City/Town/CountryAge at date of marriageName of partner (at date of marriage)White Lady FuneralsFuneral Organiser3

Children’s Details(List all children in order of date of birth, including legally adopted, deceased (D), still born (SB), or if nochildren write “none”.)Full nameDate of birthFemaleMaleFull nameDate of birthFemaleMaleFull nameDate of birthFemaleMaleFull nameDate of birthFemaleMaleFull nameDate of birthFemaleMaleFull nameDate of birthFemaleMaleFINANCIAL INFORMATION -Optional, not relevant to your Funeral Director(Information below may be required by the executor of your Will.)Bank account details Bank nameBank branchAccount numbersLocation of documents, books, statementsBuilding society/Financial institution Building society/Financial institution nameAccount numbersAddressIncome tax recordsTax File NumberLocation of recordsDeeds of propertyProperty address(es)Location of recordsMortgage detailsLocation of recordsLender reference numberAddress of lenderLife insurance policiesLocation of recordsSuperannuationDetailsStocks and sharesLocation of recordsSafe deposit boxBox location/numberLocation of keys4White Lady FuneralsFuneral Organiser

Accountant NameTelephoneAddressPostcodeCar detailsRegistration numberRegistration stateRegistration document locationLocation of purchase receipt/H.P. detailsMilitary Information (If applicable)Branch of serviceService serial numberDate entered servicePlaceDate of dischargePlaceGrade, rank or ratingWars/Conflicts servedFUNERAL SERVICE INSTRUCTIONS(If insufficient space – use page 8)Funeral DirectorDo you have a prepaid funeral? (e.g. Guardian Plan)Do you wish to beFuneral ServiceBuriedYesNoCrematedTo be held at the Funeral Director’s Chapel atOR at Church inIwould /would not like a service to be held at thecemetery/crematoriumCelebrant/ClergymanVeteran Service byEulogy byDonations toFloral PreferenceNewspaper Notices(type, colour, details)Death NoticeYesNoFuneral NoticeYesNoMusic SelectionsDo you want a “Viewing” prior to the Funeral Service?Coffin/Casket be open for Viewing forType of Coffin/Casket desiredCoffinYesFamily onlyCasketWoodNoThose wishing to pay respectsMetalWhite Lady FuneralsAustralian FlagFuneral Organiser5

ClothingYesJewellery onNoYesNoGlasses onYesNoSpecial verses/reading etcSpecial CeremoniesDVD presentation requiredYesNoCultural TraditionsCatering requiredYesNoPallbearers to carry ATION INFORMATIONHave you considered the benefits of Memorialisation?Our experience tells us the three main reasons people choose Memorialisation are: Commemorates a life that was lived A restful place for family and friends to reflect and celebrate special times and memories A final resting place that can be individualised to meet religious and cultural beliefsMemorialisationDo you have an existing family connection with a Cemetary/Crematoruim?If Yes – detailsName of Cemetery/Crematorium preferredAddressTelephoneDo you now own Cemetery/Crematorium property? (e.g. a grave)YesNoShould the Coffin/Casket be Placed into a Protective Burial Vault?YesNoDo You want the Family to be Present when the Coffin/Casket is Placed into the Grave or Crypt?YesNoIf Yes, in whose name is the property registered?If Yes, location of Deed/Receipt (Do not keep in safety deposit box)If Yes, location of property within Cemetery/CrematoriumI Own/Prefer (mark one)BurialGraveCryptFamily EstateCremationWall NicheRose GardenFamily EstateType of Memorial Desired6White Lady FuneralsFamilyFuneral OrganiserDoubleSingle

Additional RemarksSPECIAL INSTRUCTIONS AND INFORMATIONWe suggest that you use the below space to keep your instructions and information current.We also recommend that you always date these entries to avoid possible confusion later.White Lady FuneralsFuneral Organiser7

SPECIAL INSTRUCTIONS AND INFORMATION Continued8White Lady FuneralsFuneral Organiser

OTHER RELEVANT INFORMATIONPerson to be notified NameRelationshipTelephonePerson to be notified NameRelationshipTelephonePerson to be notified NameRelationshipTelephoneADDITIONAL INFORMATIONCentrelink (aged) Pension and Veterans’Affair Service PensionPlease confirm your individual entitlements withCentrelink or Veterans’ Affairs. The followingis provided as a guide only and may differ insome circumstances and is subject to changewithout notice.Pensioner Couple (on death of one)Generally, a pensioner whose pensioner partnerdies may receive a Bereavement Payment.If you were both getting pension, you will geta lump sum Bereavement Payment. The lumpsum is made up of up to seven payments ofthe difference between the amount you bothgot and the single rate you will be paid (wherethe new single rate is less than the combined‘partnered’ rate).Single PensionerThe estate may be eligible to aBereavement Payment.If a deceased person was receiving a Veterans’Affairs or Centrelink pension or other benefits,the appropriate Department should be notified ofthe death within 14 days.Bereavement PaymentHelps ease the adjustment to changed financialcircumstances after the death of your partner,child or person you were caring for. The type andamount of Bereavement Payment you receivewill depend on your individual circumstancesand when Centrelink are notified of theperson’s death.White Lady FuneralsFuneral Organiser9

Members of a coupleIf your partner dies you may be eligible for aBereavement Payment. This is paid as a lumpsum. It is usually equal to the combined amountyou and your partner would have received as acouple, less your new single rate, over a periodof up to 14 weeks following your partner’s death.Further InformationFor current and detailed information visit theCentrelink ubjects/what-to-do-following-a-deathVeteransHelp Provided by the Office of Australian War GravesVeterans whose deaths are accepted as beingcaused by war service and those on TPI pensionsmay be eligible for additional assistance.THE IMPORTANCE OF A WILLIf you die without a will, the Courts determinewho will administer your estate, handle financialmatters and act as guardian for your minorchildren. With a will, you can choose.In some instances, joint ownership of propertymay not be a good substitute for a carefullydrafted will. As a result of a common accidentboth you and your partner may die before thesurvivor has had an opportunity to execute aproper will and the property will pass accordingto state law.10White Lady Funerals Funeral OrganiserThe law is very exacting in its requirementswith respect to the publication, signing andwitnessing of wills. It is recommended that thismatter be handled by a competent solicitor.Homemade wills often do not stand up in court.You should review your will every few years,particularly if you have moved or your familysituation has changed since you last executeda will. State laws vary as to formal requirementsand as to the rights of children and grandchildrenborn after a will was executed.When you realise how much is at stake, suchas the well-being of your entire family and theprotection of your property, you will find that thesolicitor’s fee for drafting your will and planningyour estate is a worthwhile investment.In the same way that a Will instructs your executorto carry out those wishes, a Prepaid FuneralPlan sets out your wishes regarding your Funeralfor your next of kin. It provides emotional andfinancial peace of mind for you and your family.Our experience suggests that, like drawing upthe provisions of a Will, the best time to makethese plans is well beforehand, without hurryor stress. It needs time and thought.