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Create My Exit Plan Interview

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Welcome to the Interview

We're going to ask a few questions to ensure the plan is catered to your needs. We won't ask for account numbers, but will ask for locations of items and those locations only need to mean something to the intended recipient(s) following and executing your Exit Plan.

The overall process will take roughly 30 minutes to complete. There is an option to continue later at the bottom of each page in case you get stuck or need to collect more information; however, we encourage you to get this important task completed as soon as possible. We can make minor additions and adjustments to your custom Exit Plan for free for up to five business days after purchase.
Below are the particulars {Let\'s start with your name! (First):16.3} {Let\'s start with your name. (Last):16.6} has listed for their Exit Plan starting with the basics.
{Let\'s start with your name! (First):16.3} was asked a few questions to ensure this plan is catered to his/her needs. {Let\'s start with your name! (First):16.3} was not asked for account numbers, but was asked to provide general details and locations of items that would only mean something to the intended recipient(s) following and executing this Exit Plan.
Let's start with your name.*
First Last
What is your email address?*
This is the email address we'll send the final plan to.
Terms of Use*
Have you read and agree to the Terms of Use and specifically agree not to copy, duplicate or reproduce the questions or final Exit Plan that is created which is in direct violation of our Terms of Use and strictly prohibited.
- Yes
Who are the intended recipients to read and follow this exit plan?*
Type the names of the person or persons that will be responsible for executing your last wishes when you pass.
How should your home be accessed?
Does the person following your Exit Plan have a key, code, or garage door opener? If not, how will they get in?
*TIP - Make sure {Let\'s start with your name! (First):16.3}'s home is secure.

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Logistics
Here are some logistics that need to be known as soon as {Let\'s start with your name! (First):16.3} passes.
Do you currently have a will or revocable trust?*
A will is the legal document that will ensure your property and possessions go to where you want them to go.
- Yes
- No
Where is the most recent copy of your will physically located?
Your will is only good if those executing your last wishes know that it exists and where to find it. An attorney may have it on file, or it could be filed somewhere at home. Remember, the description only has to mean something to the person reading this!

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Do you have a Living Will, Power of Attorney, do-not-resuscitate (DNR) order, Healthcare Proxy or other arrangement in place?*
While this plan is targeted for after your passing, there's always a chance that you could be incapable of making decisions due to an accident, disease, etc. Remember, this Exit Plan isn't a legally binding document, it simply gives direction on who to contact. If you don't have something like this in place, please consider doing so.
- Yes
- No
Which documents do you have, where are each located, and who is the named party?

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Do you have any minor dependents or non-minor dependents?*
This would be children that are still minors or adults with special needs where you are the legal guardian.
- Yes
- No
Please list them and note who should be contacted to take care of them immediately after your passing.
Note that your will legally names who should take custody and the name(s) here should match those noted in your will. You should also include date of birth for each along with special care instructions.

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Do you have any pets?*
Dog, Cat, Fish, Turtle, rabbits, pig?
- Yes
- No
Who should be contacted to take care of them?
This can be a neighbor, the veterinarian, or rescue. Please be specific so they are sent to the correct location.

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Have you already made arrangements with a funeral home?*
- Yes
- No
Which facility?*
Please be specific since there may be multiple facilities in the area with the same or similar names.
That is great that you planned ahead! Some of the questions we're going to ask next may be on file with the facility, but we want to ask again just to confirm. These will be QUICK!
Have you already prepaid for services?*
- Yes
- No
Please provide details on fees paid.*
Down payment, full payment, etc.

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How would you like to have your remains handled?*
- Burial
- Cremation
- Donate to Science
- Other
Where specifically and do you already have a plot?*
Please include details of where you'd like to be buried and if you already have a plot.
What clothes would you like to be buried in and possessions items you would like included.*
Many people have that special suit or dress that they would like to be buried in and may include other personal items. Please note what and the exact location of each. You may also want to note if you would or would not like to be embalmed.
What would you like to have done with your ashes?*
Scattered somewhere special, buried, stored in an urn, mausoleum, cemetery, etc?
Donated to Science - Please specify where.
This can be an exact place or for a specific cause.
You selected Other, please let us know your thoughts.
*TIP - Get copies of {Let\'s start with your name! (First):16.3}'s Death Certificate from the funeral director or county where {Let\'s start with your name! (First):16.3} lived.

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Wake
Below is information regarding {Let\'s start with your name! (First):16.3}'s wake, viewing or calling hours.
Would you like to have a wake, viewing or calling hours.?*
- Yes
- No
Would you like any specific religious traditions to be followed?*
Logistics on presentation*
Would you like an open casket (if applicable)? How about special pictures or flower types?
Would you like contributions to charities or causes in lieu of flowers? If so, which one?
Will there be any special ceremonies such as a Military Guard for a veteran?
You can also list anyone or group in particular that you'd like to speak .
Is there something else that you would like to have in leiu of a wake?
Please be specific.

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Services
Particulars about {Let\'s start with your name! (First):16.3}'s services
Would you like to have a funeral, memorial service, viewing or other type of service?*
- Yes
- No
Is there something else that you would like to have in lieu of a funeral?
Please be specific here.
Please detail the kind of service you would like and location(s)?*
Include detail with specifics of what you'd like such as religious traditions, funeral procession details, or specific readings/music.
Please list those that you would like to speak, read, sing, or provide other religious/non-religious services?
This can include the eulogy, pallbearers, musicians, readers for specific passages, etc.

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*TIP - Here are some ways to keep {Let\'s start with your name! (First):16.3}'s costs down.
- Cremation is significantly less expensive than traditional burial. - Provide your own urn if you're going to be cremated with intentions of keeping your ashes. - A service at a church, mosque, temple or synagogue can be less expensive than at a funeral home. Costs vary, so phone around for prices. - For veterans, the VA pays certain burial and funeral allowances. Visit their website for rules and eligibility. - Social Security pays a lump-sum $255 death payment to a surviving child or spouse who meets certain requirements. Call (800) 772-1213 for more info.
How should services be payed for and/or how much is too much?
You may have already paid for services, set funds aside, or have an insurance policy meant to pay for your services. Please specify. We will ask more about life insurance details later.
Please list anyone special that you would like to have contacted prior to your services.
Some family and friends may not be aware of your passing.

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Marker
Information about {Let\'s start with your name! (First):16.3}'s marker
Do you want a headstone or marker?*
- Yes
- No
Have you already made arrangements for the marker?
Please include details. We will still ask a couple of followup questions.
Do you know what you'd like to say?
What shape, size, color are you looking for?

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Obituary
Information about {Let\'s start with your name! (First):16.3}'s obituary
Would you like an obituary?
Did you pre-write one?
If yes, where is your draft obituary located? Note that you may decide to attach copies of things like your draft obituary to this final printed Exit Plan. You can also use this opportunity to note some items you'd like included in your obituary.
Where would you like your obituary posted?
Specific newspapers or specific geographical areas?

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The next set of questions are about financials that should be known immediately after your passing.
We need direction on what exists and with which institutions. We will not be asking for anything sensitive such as account numbers or passwords and we recommend that you not include that information in your responses.

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Insurance
Details about {Let\'s start with your name! (First):16.3}'s insurance policies.
Do you have any life insurance policies?
This can be through an employer of purchased separately.
- Yes
- No
What company(s) are they with?
You don't have to specifically say the name of the company and we don't need policy #'s, just something that means something to the person following your Exit Plan. Example: The company your dad worked for.

Use the + sign on the right to add each policy.
Other Insurance Policies
Please list health, auto, and homeowners policy information.

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Financials
{Let\'s start with your name! (First):16.3}'s financial information including savings and obligations.
Banks and Creditors
Please list banks, credit unions, credit cards and loans you hold. We won't ask for account #'s, but you should share this information with the person(s) named in the will.

Use the + sign on the right to add each institution.
We will provide additional detail in the Exit Plan detailing how to properly close out accounts.
Investment and retirement accounts
Please list investment accounts, retirement accounts or properties you hold. Again, we won't ask for account #'s, but you should share this information with the person(s) named in the will.

Use the + sign on the right to add each item.
*TIP - Notify each institution {Let\'s start with your name! (First):16.3} listed. Ask for the department for deceased accounts. They will require a followup by mail.
After someone dies, all creditors must be paid in order and at the right time. Depending on state law, you may need to post a public obituary before you start distributing money and/or wait a specified period of time for bills to come in. Collect all credit cards and stop using them immediately. It is considered fraudulent to use a deceased person's credit card(s), even if he/she has given you authorization. This does not apply if it is a joint account. Consult with the attorney responsible for closing the estate for more information.
*TIP - Contact the three credit reporting bureaus to freeze {Let\'s start with your name! (First):16.3}'s credit reports. They will require followup by certified mail.
Experian (888-397-3742) Equifax (800-685-1111) TransUnion (800-888-4213) Request the credit report be flagged as "Deceased. Do not issue credit".

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Housing and utility providers that should be contacted following your passing. Please include details for each.
Please list out the following: Landlord/Mortgage Company, Utilities such as Water, Electric, Gas, Mobile Phone Carrier, Cable, and others that come to mind.
Employer and pension information.
If still employed, who should be contacted? Do you have a pension or other employer sponsored plan not listed under the life insurance policy section?
*TIP - Contact Medicare/Social Security
To report the death of a Medicare beneficiary, a family member or person responsible for the care of the beneficiary may call Social Security at 1-800-772-1213. You must have the beneficiary's Social Security number available when you make this call. The funeral home can do this for you.
Please list any memberships or clubs that should be contacted.
Health Club, AAA, AARP, timeshare, etc.

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Physicians
Physicians and Pharmacies
Please list your Doctors by specialty and pharmacy. This is specifically helpful when your exit plan is being used prior to your passing.

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Additional Information
Additional information about {Let\'s start with your name! (First):16.3}.
Online/Digital Presence
Please list the online accounts you frequently use such as e-mail and social media accounts that you use such as Facebook, Twitter, Google, LinkedIn, Instagram, etc. Include the service and profile name.
*TIP - Contact each service
Is there anything else we should know that may not be in the will or needs to be identified before the will is executed?
Possibly a safe deposit box or maybe a treasure map to those jars of rare coins buried in the back yard, a special collection of something, etc.
Additional special wishes and/or thoughts.
This is the last opportunity to add any other thoughts or wishes that have not already been asked.
That completes the interview process. We're now going to assemble a customized Exit Plan just for you combining your feedback with other helpful tasks in the proper order of events, and send it to you through e-mail.

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Notes
Use this space here or at the end of the document to add written notes about {Let\'s start with your name! (First):16.3}.
Terms of Use*
I, {Let\'s start with your name! (First):16.3} {Let\'s start with your name. (Last):16.6}, acknowledge that I am paying for this service to compile a last wishes/directional planning document catered to my needs and that the document is not a legally binding document. Create My Exit Plan, LLC is preparing this presentation based on information provided by the purchaser, including information derived from public sources that have not been independently verified. No representation or warranty, expressed or implied, is provided in relation to the accuracy, correctness, completeness or reliability of the information, opinions or conclusions expressed herein. The documents generated by Create My Exit Plan, LLC should not be considered legally binding. *Yes
Terms of Use Acceptance*
I acknowledge that I am paying for this service to compile a last wishes/directional planning document catered to my needs and that the document is not a legally binding document. Create My Exit Plan, LLC is preparing this presentation based on information provided by the purchaser, including information derived from public sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, completeness or reliability of the information, opinions or conclusions expressed herein. The documents generated by Create My Exit Plan, LLC should not be considered legally binding.
- Yes
CAPTCHA
Please click on the captcha below to confirm you are not a robot!

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Custom Exit Plan*
I've decided to make this service FREE and am hopeful that it will bring you peace in these trying times. If you are happy with the result of this service and the generated document, please consider making a contribution to our Paypal account @ http://paypal.me/CreateMyExitPlan to help cover costs and keep this service free. Thanks and stay safe! God Bless!
Price: $0.00

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Create My Exit Plan Interview

Step 1 of 20

Welcome to the Interview

Below are the particulars {Let\'s start with your name! (First):16.3} {Let\'s start with your name. (Last):16.6} has listed for their Exit Plan starting with the basics.

Logistics

That is great that you planned ahead! Some of the questions we're going to ask next may be on file with the facility, but we want to ask again just to confirm. These will be QUICK!

Wake

Services

Marker

Obituary

The next set of questions are about financials that should be known immediately after your passing.

We need direction on what exists and with which institutions. We will not be asking for anything sensitive such as account numbers or passwords and we recommend that you not include that information in your responses.

Insurance

Financials

Physicians

Additional Information

That completes the interview process. We're now going to assemble a customized Exit Plan just for you combining your feedback with other helpful tasks in the proper order of events, and send it to you through e-mail.

Notes

Terms of Use*