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Conclusion of Planner
For Immediate Assistance
Please Call:
518-435-8030
When Do You Need Our Service?
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Immediately (Someone has died)
Soon (Someone is near death)
Advanced Planning (Future Need)
Your Name
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Your Telephone Number
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Your Email
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Specify Your Relationship to the Client
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Myself
My Spouse
My Domestic Partner
My Parent
My Child
My Sibling
My Grandparent
My Close Friend or Other Relative (specify)
Client's Full Legal Name (For Whom this Plan is For):
Client's Gender:
Male
Female
Client's Date of Birth:
Client's Age:
Client's Place of Birth (City/State):
Client's Veteran Status:
NO
YES - Army (specify years served) (example: 1980-1984)
YES - Air Force (specify years served) (example: 1980-1984)
YES - Navy (specify years served) (example: 1980-1984)
YES - Marine Corps. (specify years served) (example: 1980-1984)
YES - Coast Guard (specify years served) (example: 1980-1984)
YES - Space Force (specify years served) (example: 1980-1984)
For Veterans: Please Upload DD-214:
Is the Client of Hispanic Origin?:
NO - NOT CONSIDERED Spanish/Hispanic/Latino(a)
Yes, Puerto Rican
Yes, Mexican, Mexican American, Chicano
Yes, Cuban
Yes, OTHER Spanish/Hispanic/Latino(a) (specify)
UNKNOWN
Client's Race:
White/Caucasian
Black or African American
American Indian (Specify)
Alaskan Native
Chinese
Filipino
Japanese
Korean
Vietnamese
Other Asian
Native Hawaiian
Guamanian or Chamorro
Samoan
Other Pacific Islander (Specify)
Other (Specify)
One or More Races (Please Specify/List)
Unknown
Client's Highest Level of Education Completed:
8th Grade or Less
9-12th (No Diploma)
HS Graduate or GED
Some College, But No Degree
Associate's Degree
Bachelor's Degree
Master's Degree
Doctorate or Professional Degree
Client's Social Security Number:
Client's Legal Marital Status:
Never Married
Married
Widowed
Divorced
Separated
Client's Surviving Spouse (Their Full Name) (for Women, Please Include Maiden):
Client's Usual Occupation (Do Not Enter Retired):
The Kind of Business or Industry:
Name of Company & Location (City/State):
Client's Legal Residence (Full Street Address, City, State, Zip) (No PO Boxes):
Birth Name of Father/Parent:
Birth Name of Mother/Parent (Maiden Name, Prior to Marriage):
Informant's Name (Person Arranging Services) :
Informant's Mailing Address:
Informant's Telephone :
Informant's Email :
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Homepage
Obituaries & Tributes
Create An Obituary
Service Offerings
Cremation Merchandise
Cremation Planning
Questions About Cremation
Meet with a Professional
Plan Online
Create An Obituary
What is the Cremation Process?
What is Cremation with Confidence?
Who We Are
Testimonials
Contact Us
Helpful Resources
When Death Occurs
Grief Resources
Veterans