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        Ivy Chapel Laguna Beach Memorial Chapel Laguna Hills
 
   

Funeral Planning....
Before the Need Arises

In order to make an informed choice when you prearrange your funeral, you need to select what you want, obtain the cost and determine the guarantees provided on merchandise, services, and inflation. If you move and want to change cemetery, mortuary, or crematorium, your arrangement can be transferred. A funeral plan will organize these choices.  

Prepaid Funeral Agreements

Funeral plans consist of a two-step process: making funeral arrangement, and funding the cost through a trust agreement, insurance, or other method. it is possible to select funeral goods and services without pre-funding the funeral or to pre-fund a funeral without selecting specific goods and services. If you do either of these, you should be aware that the price of the funeral will not be guaranteed.

Trust
A  trust fund is established for expenses.

Insurance or Bond
Through this method the person planning their funeral buys a policy of insurance, and directs payments of the death benefit to McCormick and Son. Policy benefits are exempt from income tax.

Savings Accounts
Savings accounts, (sometimes referred to as P.O.D. payable on death-accounts) can be established for the purpose of paying for a funeral. Interest earned each year is subject to income tax.

Annuities
Annuities allow for the money you pay to be invested. Interest is earned. Funds are released upon a death.

Information We Need from You
California Requires Surrender of:

 • Name
 • Address		 • Social Security Number
• Date and Place of Birth

• Veteran Status
• Next of Kin

Fill out the Form Below or Download Our Adobe PDF Version to Print, Fill Out, and Return to Us 

First Name:
Middle Name:
Last Name:
Address:
Date of Birth:
 Place of Birth:  
Father's First Name:
 Middle:
 Last Name:
 Father's Birthplace:
Mother's First Name:
 Middle Name:
 Maiden Name:
 Mother's Birthplace:
Religious Affiliation:      Veteran: Yes No

Next of Kin or Durable Power of Attorney- Health (if Any)
Name:  
Last Name:
Phone:            
Address:
 City:
 State and Zip:  
Spouse (If Any)
First Name:
 Middle Name: Maiden Name:
Address:
 State and Zip:
 Phone:             
 
All Living Children (If Any)
First Name:
 Last Name:
Phone:            
Address:
 City:
 State and Zip:
First Name:
 Last Name:
 Phone:            
Address:
 City:
 Stae and Zip:  
First Name:
 Last Name:
Phone:            
Address:
 City:
 State and Zip:
Physician    
Name:
 Address:
Phone:     
City:
 State:
 Zip Code:
     
Burial
Cremation