My Final Wishes Guide
The policy provides the money. This guide provides the clarity. Use it to organize beneficiaries, final arrangement wishes, key contacts, important documents, and instructions your family should not have to guess.
Complete the digital guide
You can fill this out on-screen, save progress in this browser, and print or save it as a PDF. For privacy, this form stores entries only in your browser unless you print, save, or share it.
1. Personal Information
2. Key Family Contacts
3. Insurance Policy Information
4. Beneficiaries
5. Final Arrangement Preferences
6. Important Documents and Accounts
7. Personal Messages
Final Review Checklist
My beneficiaries are current and correct.
My policy information is written down and easy to find.
At least one trusted person knows where this guide is kept.
My final arrangement preferences are clear enough for family to follow.
My family knows to call South Elm Capital before changing or replacing my policy.
Privacy note: this digital guide saves only in your browser using local storage. South Elm Capital does not receive your answers from this page unless you separately send them.
Want the printable version?
Download the clean PDF version, print it, fill it out by hand, and keep it with your policy documents.
Protection is love with paperwork.
Final expense insurance protects the money. This guide protects the instructions. Do both before your family has to figure it out under pressure.