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You are here: Home / Document Organization / Box 3 / Estate Planning: Personal Research

Estate Planning: Personal Research

July 21, 2013 by Tracy

Estate PlanningIf you have been reading here for any amount of time, then you know how much I like research – OK, thrive on research. 🙂

When I find something new that intrigues me, I can’t wait to research it.

My interest in research stems from wanting all the information to make the best decision possible.

From researching deals, cleaning methods, savings strategies, planning, and organization, I have learned so much from others and adapt those techniques to my own style.

Personal Research Topics

When I find something new, I tend to immediately turn to research. This was also the case when I delved into our estate planning options. I had no idea how to make decisions based on the checklists for funerals and burials.

Taking the items in the checklist, I began to research pricing of local funeral homes, contacting the establishments, and gathering brochures and websites should I need to make arrangements. My research topics include:

    • Funeral arrangements
    • Funeral homes
    • Cremations
    • Obituaries
    • Newspaper contact
    • Notes on the information I received
    • Brochures including contact, pricing, and location information

Personal Research File

Though I could do more research and probably need more up-to-date information, I keep the information I have gathered within the 9th file opening of file box 3. This fourth and last file opening housing our estate planning documents is organized by type.

In an effort to compare apples with apples, I chose the type of service wanted with the type of burial and then began comparing prices and personnel. I found one mortuary that was especially calm, gentle, and kind.

Though they were a bit more expensive in their pricing, I would definitely choose them over others due to the atmosphere they provide during a time of turmoil.

All these little details are noted within my research notes, so that I can make the best decision when the time comes.

Though you may not have any research to add to this section, don’t worry. This spot contains the bells and whistles. When you get to it, you will have a designated spot for any information and research you gather.

Next week, we will finish the estate planning category. We are also finished with this more-than-2-year-long journey to organize our important documents. Don’t give up now. Happy organizing!

Question: Do you ever sacrifice savings for better service? 

Filed Under: Box 3, Estate Planning, Document Organization Tagged With: Estate planning

Comments

  1. Christopher James says

    August 4, 2013 at 1:29 am

    Who doesn’t love research. Kidding. I hate researching.
    Christopher James recently posted..The top 3 get reviewsMy Profile

    • Tracy says

      August 4, 2013 at 1:50 am

      Oh, but look at what you can learn. 🙂 Actually, I understand as I really don’t like sewing or running.

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