This is the rough draft of a presentation I put together. Once it is proofed and tweaked, I hope it will be useful for the Funeral Home.

1. Pre-Planning for a Funeral Presented by: Michael Ely Manager of Ely Funeral Home NJ Lic. NO. 4729

2. Why Pre-Plan A Funeral? Makes Your Wishes Known Identifies Any Benefits Available to You Allows Funds to be Set Aside so as to Carry Out Your Wishes Assists in Positioning You for Medicaid Eligibility Can be altered, transferred, and refunded

3. Getting Ready Prepare your biographical information Locate and bring in the deed to any cemetery property you own If a Veteran, secure a copy of your DD214 The funeral suit Inform the family Choose a funeral home

4. Paying It Forward Creation of PrePaid Funeral Trust Funds (e.g. Choices) Assignment of Pre-Existing Insurance Policies (e.g. Sure Trust) Purchase of a New Funeral Insurance Policy or Annuity