| Estate Planning Guide |
The Seattle History Company is very pleased to make this highly detailed
Estate Planning Guide available as a public service. The content and format
were developed by several people who suddenly found themselves challenged to
function as an estate executor. The guide will continue to evolve as additional
suggestions are received and incorporated. The guide is simple and should
provide considerable food-for-thought for anyone involved with its application.
Please EMail suggested improvements to SeattleHistoryCompany@yahoo.com.
Estate Planning Guide available as a public service. The content and format
were developed by several people who suddenly found themselves challenged to
function as an estate executor. The guide will continue to evolve as additional
suggestions are received and incorporated. The guide is simple and should
provide considerable food-for-thought for anyone involved with its application.
Please EMail suggested improvements to SeattleHistoryCompany@yahoo.com.
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
Name ________________________________________________________
Address ______________________________________________________
City _______________________ State ____________ ZIP ___________
Work phone _____________________ Home phone ____________________
Today’s date __________________________________________________
Social Security Number __________________________________________
Location of birth certificate ______________________________________
BUSINESS MATTERS:
Do you have a signed, witnessed, and notarized Last Will & Testament? _____
When was your Last Will & Testament updated? _______________________
With which law firm and attorney did you work? _______________________
_____________________________________________________________
Does your Last Will & Testament meet your current wishes? ______________
Where is the original copy of your Last Will & Testament? ______________
_____________________________________________________________
Who has copies of your Last Will & Testament? _______________________
_____________________________________________________________
Whom have you nominated as your Trustee and Personal Representative ?
_____________________________________________________________
Whom have you nominated as your alternate Trustee and alternate Personal
Representative? ________________________________________________
Are these individuals aware they are so designated? ____________________
“Tangible personal goods,” such as furniture, cars, artwork, boats, precious
metals, jewelry, stamps, and clothing (not including mobile homes, real estate,
money, bank accounts, or securities) can be transferred thru a listing which is
separate from your Last Will & Testament. Such a list needs to be signed
and should be kept with your Last Will & Testament. You may change the list
at any time, so long as you date and sign each version. The list is filed in
court along with the Last Will and Testament after death. If you have
composed a list detailing the recommended disposition of selected items, where
is your list located? _____________________________________________
If you have yet to compose such a list of tangible personal goods, be sure to
fully and clearly describe all items, indicate their present location, and include
the full names, addresses, and telephone numbers of all listed benefactors.
Consider asking relatives and friends if there are any items which they
specifically would or would not want.
What should be done with listed items designated for individuals whose death
precedes yours? ________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What should be done with listed items designated for individuals who might not
want said items? _______________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What items, if any, have you designated for your Trustee and Personal
Representative? ________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What items, if any, have you designated for your alternate Trustee and
Personal Representative? _________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
To whom do you not want specific items to go (list items and individuals)?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Have you named anyone as attorney-in-fact to act on your behalf in the event
you are incapacitated? ___________________________________________
If so, whom did you name and where is the original paperwork located?
_____________________________________________________________
Do you have a home safe? ____ If so, where is your safe located?
_____________________________________________________________
Who has keys/the combination to your safe? __________________________
Do you have a safe deposit box/boxes? ________
Location(s) ___________ __________ __________
Number(s) ___________ __________ __________
Other owner? ___________ __________ __________
Who has keys? ___________ __________ __________
Washington State law allows you to make a written directive instructing your
physician to withhold or withdraw life-sustaining systems. Such a “Living Will”
must be signed in the presence of two disinterested witnesses and is made a
part of your medical record. Do you have a Living Will? _____ If so, where
is the original copy located, and whom else has copies? __________________
_____________________________________________________________
Where are your other important papers stored?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Where are copies of your federal tax returns for prior years stored?
_____________________________________________________________
_____________________________________________________________
Where are your credit card records stored?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List all banks where you have checking accounts, including your account #s:
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What is your preference for the distribution of funds from each checking
account? ______________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List all banks where you have savings accounts, including your account #s:
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What is your preference for the distribution of funds from each savings
account? ______________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List any loans or other monies you owe, e.g. home mortgage, vehicle loans,
personal loans: _________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List any loans or other monies owed to you and indicate whether each loan
should be collected or forgiven upon your death:
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List any life, health, mortgage, or credit insurance policies which provide
death benefits (company, policy number, location of the actual policy).
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List other property you own:
Real Estate ______________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Stocks, bonds, notes payable, other securities ___________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Motor vehicles ____________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Boats ___________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Furniture and furnishings (specific items of particular value)
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Jewelry (specific items of particular value)
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Business interests, e.g. sole proprietorships, partnerships
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Employee benefits, e.g. pensions, profit-sharing plans
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Animals (who should care for them?) _________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Miscellaneous property (specify distribution to specific family members,
friends, charities, other) ________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Should the inheritance of personal and family belongings change if your spouse
were to re-marry? _____ If so, indicate your preferences _____________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Everyone seems to accumulate keys. Are all of your keys clearly labeled
indicating the locks to which they fit? ___ Please discard obsolete keys!
Many people don’t label their photographs; are yours labeled? ___ If not,
please consider doing so if you want future generations to identify and
appreciate your photographs.
Directions for the health care of your surviving spouse: __________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
If you and/or your family were unable to care for you, would you consider a
retirement residence, assisted living facility, or nursing home? _____ If so,
what is your preference (list names and addresses) _____________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
FUNERAL, BURIAL, CREMATION, CEMETERY INFORMATION/DIRECTIVES:
Do you prefer cremation or burial? __________________________________
If cremation, to whom should your ashes be given? _____________________
What would you prefer be done with your ashes? _______________________
_____________________________________________________________
If you prefer burial, have you selected a funeral home and funeral director?
___ If so, whom? ______________________________________________
Have any of your funeral arrangements been prepaid? ___ If so, where is
the documentation? _____________________________________________
Do you have funeral insurance, or are you a member of a civic or employment
organization which provides death-related benefits? ___ If so, list all
details: ______________________________________________________
_____________________________________________________________
_____________________________________________________________
Do you own a burial plot or crypt? ___ If so, where is it located?
_____________________________________________________________
Where are the deeds to the plot or crypt? ___________________________
If you prefer burial, do you want embalming done? _____ Note: Washington
State law does not always require embalming, but public or private viewing may
require embalming.
Do you want a funeral service to be conducted with a casket present, and/or a
memorial service after burial? ____________________________________
_____________________________________________________________
Do you want the casket open or closed at the funeral service? ____________
Where do you want the services to be held, e.g. funeral home, church, home,
other? _______________________________________________________
Who is to officiate – pastor, friend, family member, other? _____________
_____________________________________________________________
What religious or philosophical convictions do you want the services to express?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What readings, if any – poetry, scripture, titles?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What kind of music, if any – recorded or performed live, by whom, titles?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Do you want to leave a letter to be read at the service? ___ If so, where
is it located? __________________ Whom is to read it? ______________
Do you want informal sharing/remembrances done by any of those present at
the service? ___________________________________________________
Do you want the burial committal to involve friends and family, or simply be
done by the funeral director? ______________________________________
Do you want a meal or social gathering shared by those attending the
service? _______ If so, what would you like the “tone” of this gathering to
be? __________________________________________________________
Do you want people to send flowers? _________________________________
Do you wish contributions made in your honor to specific charities? _________
If so, which charities? ___________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What do you not want to be a part of the service?
_____________________________________________________________
_____________________________________________________________
If you are a military veteran, do you want a United States flag to drape the
coffin, or a folded flag on display? _________________________________
If so, the funeral director will need a copy of your military discharge papers.
Where are these papers located? ___________________________________
To whom should the flag be presented following the service? ______________
What clothing do you prefer be used? _______________________________
_____________________________________________________________
_____________________________________________________________
Should there be a guest book at the funeral service? ___________________
Should memorial booklets be prepared for the funeral service? ___ If so,
what information should they include? _______________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What type of grave marker do you prefer? __________________________
_____________________________________________________________
What material should the marker’s base be made from, e.g. concrete, stone
(type), other? __________________________________________________
What information would you like the marker to include, e.g. name; date of
birth and death; religious, Masonic, military affiliations; other message?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What type and model of burial vault/container do you prefer? ____________
_____________________________________________________________
_____________________________________________________________
How many certified copies of the Death Certificate should be prepared?
These are needed for Social Security, converting bank accounts to estate
accounts, filing the Last Will & Testament with the state, et al.
_____________________________________________________________
Do you want an obituary published in the newspaper(s)? __________________
If so, in which paper(s) in which town(s) should the obituary appear?
_____________________________________________________________
_____________________________________________________________
What should the obituary mention, e.g. significant achievements, activities,
affiliations, etc.? _______________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What shouldn’t the obituary mention? ________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Obituaries typically list close family members by name and city. List the
names and cities of your spouse, living children, and siblings: ______________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
© 2008, Seattle History Company
Address ______________________________________________________
City _______________________ State ____________ ZIP ___________
Work phone _____________________ Home phone ____________________
Today’s date __________________________________________________
Social Security Number __________________________________________
Location of birth certificate ______________________________________
BUSINESS MATTERS:
Do you have a signed, witnessed, and notarized Last Will & Testament? _____
When was your Last Will & Testament updated? _______________________
With which law firm and attorney did you work? _______________________
_____________________________________________________________
Does your Last Will & Testament meet your current wishes? ______________
Where is the original copy of your Last Will & Testament? ______________
_____________________________________________________________
Who has copies of your Last Will & Testament? _______________________
_____________________________________________________________
Whom have you nominated as your Trustee and Personal Representative ?
_____________________________________________________________
Whom have you nominated as your alternate Trustee and alternate Personal
Representative? ________________________________________________
Are these individuals aware they are so designated? ____________________
“Tangible personal goods,” such as furniture, cars, artwork, boats, precious
metals, jewelry, stamps, and clothing (not including mobile homes, real estate,
money, bank accounts, or securities) can be transferred thru a listing which is
separate from your Last Will & Testament. Such a list needs to be signed
and should be kept with your Last Will & Testament. You may change the list
at any time, so long as you date and sign each version. The list is filed in
court along with the Last Will and Testament after death. If you have
composed a list detailing the recommended disposition of selected items, where
is your list located? _____________________________________________
If you have yet to compose such a list of tangible personal goods, be sure to
fully and clearly describe all items, indicate their present location, and include
the full names, addresses, and telephone numbers of all listed benefactors.
Consider asking relatives and friends if there are any items which they
specifically would or would not want.
What should be done with listed items designated for individuals whose death
precedes yours? ________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What should be done with listed items designated for individuals who might not
want said items? _______________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What items, if any, have you designated for your Trustee and Personal
Representative? ________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What items, if any, have you designated for your alternate Trustee and
Personal Representative? _________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
To whom do you not want specific items to go (list items and individuals)?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Have you named anyone as attorney-in-fact to act on your behalf in the event
you are incapacitated? ___________________________________________
If so, whom did you name and where is the original paperwork located?
_____________________________________________________________
Do you have a home safe? ____ If so, where is your safe located?
_____________________________________________________________
Who has keys/the combination to your safe? __________________________
Do you have a safe deposit box/boxes? ________
Location(s) ___________ __________ __________
Number(s) ___________ __________ __________
Other owner? ___________ __________ __________
Who has keys? ___________ __________ __________
Washington State law allows you to make a written directive instructing your
physician to withhold or withdraw life-sustaining systems. Such a “Living Will”
must be signed in the presence of two disinterested witnesses and is made a
part of your medical record. Do you have a Living Will? _____ If so, where
is the original copy located, and whom else has copies? __________________
_____________________________________________________________
Where are your other important papers stored?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Where are copies of your federal tax returns for prior years stored?
_____________________________________________________________
_____________________________________________________________
Where are your credit card records stored?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List all banks where you have checking accounts, including your account #s:
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What is your preference for the distribution of funds from each checking
account? ______________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List all banks where you have savings accounts, including your account #s:
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What is your preference for the distribution of funds from each savings
account? ______________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List any loans or other monies you owe, e.g. home mortgage, vehicle loans,
personal loans: _________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List any loans or other monies owed to you and indicate whether each loan
should be collected or forgiven upon your death:
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List any life, health, mortgage, or credit insurance policies which provide
death benefits (company, policy number, location of the actual policy).
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
List other property you own:
Real Estate ______________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Stocks, bonds, notes payable, other securities ___________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Motor vehicles ____________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Boats ___________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Furniture and furnishings (specific items of particular value)
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Jewelry (specific items of particular value)
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Business interests, e.g. sole proprietorships, partnerships
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Employee benefits, e.g. pensions, profit-sharing plans
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Animals (who should care for them?) _________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Miscellaneous property (specify distribution to specific family members,
friends, charities, other) ________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Should the inheritance of personal and family belongings change if your spouse
were to re-marry? _____ If so, indicate your preferences _____________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Everyone seems to accumulate keys. Are all of your keys clearly labeled
indicating the locks to which they fit? ___ Please discard obsolete keys!
Many people don’t label their photographs; are yours labeled? ___ If not,
please consider doing so if you want future generations to identify and
appreciate your photographs.
Directions for the health care of your surviving spouse: __________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
If you and/or your family were unable to care for you, would you consider a
retirement residence, assisted living facility, or nursing home? _____ If so,
what is your preference (list names and addresses) _____________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
FUNERAL, BURIAL, CREMATION, CEMETERY INFORMATION/DIRECTIVES:
Do you prefer cremation or burial? __________________________________
If cremation, to whom should your ashes be given? _____________________
What would you prefer be done with your ashes? _______________________
_____________________________________________________________
If you prefer burial, have you selected a funeral home and funeral director?
___ If so, whom? ______________________________________________
Have any of your funeral arrangements been prepaid? ___ If so, where is
the documentation? _____________________________________________
Do you have funeral insurance, or are you a member of a civic or employment
organization which provides death-related benefits? ___ If so, list all
details: ______________________________________________________
_____________________________________________________________
_____________________________________________________________
Do you own a burial plot or crypt? ___ If so, where is it located?
_____________________________________________________________
Where are the deeds to the plot or crypt? ___________________________
If you prefer burial, do you want embalming done? _____ Note: Washington
State law does not always require embalming, but public or private viewing may
require embalming.
Do you want a funeral service to be conducted with a casket present, and/or a
memorial service after burial? ____________________________________
_____________________________________________________________
Do you want the casket open or closed at the funeral service? ____________
Where do you want the services to be held, e.g. funeral home, church, home,
other? _______________________________________________________
Who is to officiate – pastor, friend, family member, other? _____________
_____________________________________________________________
What religious or philosophical convictions do you want the services to express?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What readings, if any – poetry, scripture, titles?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What kind of music, if any – recorded or performed live, by whom, titles?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Do you want to leave a letter to be read at the service? ___ If so, where
is it located? __________________ Whom is to read it? ______________
Do you want informal sharing/remembrances done by any of those present at
the service? ___________________________________________________
Do you want the burial committal to involve friends and family, or simply be
done by the funeral director? ______________________________________
Do you want a meal or social gathering shared by those attending the
service? _______ If so, what would you like the “tone” of this gathering to
be? __________________________________________________________
Do you want people to send flowers? _________________________________
Do you wish contributions made in your honor to specific charities? _________
If so, which charities? ___________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What do you not want to be a part of the service?
_____________________________________________________________
_____________________________________________________________
If you are a military veteran, do you want a United States flag to drape the
coffin, or a folded flag on display? _________________________________
If so, the funeral director will need a copy of your military discharge papers.
Where are these papers located? ___________________________________
To whom should the flag be presented following the service? ______________
What clothing do you prefer be used? _______________________________
_____________________________________________________________
_____________________________________________________________
Should there be a guest book at the funeral service? ___________________
Should memorial booklets be prepared for the funeral service? ___ If so,
what information should they include? _______________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What type of grave marker do you prefer? __________________________
_____________________________________________________________
What material should the marker’s base be made from, e.g. concrete, stone
(type), other? __________________________________________________
What information would you like the marker to include, e.g. name; date of
birth and death; religious, Masonic, military affiliations; other message?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What type and model of burial vault/container do you prefer? ____________
_____________________________________________________________
_____________________________________________________________
How many certified copies of the Death Certificate should be prepared?
These are needed for Social Security, converting bank accounts to estate
accounts, filing the Last Will & Testament with the state, et al.
_____________________________________________________________
Do you want an obituary published in the newspaper(s)? __________________
If so, in which paper(s) in which town(s) should the obituary appear?
_____________________________________________________________
_____________________________________________________________
What should the obituary mention, e.g. significant achievements, activities,
affiliations, etc.? _______________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
What shouldn’t the obituary mention? ________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Obituaries typically list close family members by name and city. List the
names and cities of your spouse, living children, and siblings: ______________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
© 2008, Seattle History Company