Plan for the Moments
that Matter Most
Put a plan in place and give yourself and your loved ones peace of mind. Schedule a conversation with Julie Williams, Director of Sales at Milestone, to explore your options and plan ahead.
Here When Life Matters Most
We’re here to help you plan for life’s most meaningful moments with care, clarity, and confidence. Whether you’re making arrangements today or planning ahead, we’ll help you create a thoughtful plan that makes things easier for you and those you love.
Because when the moment matters, having a plan makes all the difference.
How We Can Help
If you've experienced a loss, or are planning in advance, we are here for you each step of the way. Planning a funeral is an emotional and sometimes overwhelming thing and having the right information can make things easier. It is our mission to serve families in their time of need and welcome any questions you have.
Stay protected wherever life takes you with a plan designed to help bring or a loved one home if a death occurs away from home
Find helpful guidance for the first 72 hours after a death with this practical checklist of important tasks and considerations.
We’re here to answer your questions, provide guidance, and help you take the next step when you’re ready.
Avoid the cost of leaving your family to “Figuring it out”. Helping you get your loved ones some financial breathing room by guaranteeing they have quick, easy access to the allocated funds they need within the first 90 days of a death (funeral arrangements, mortgage, utilities, car payments, house cleanout, attorney), while the larger estate is settled – a death certificate is not required to allocate these funds.
When A Death Occurs While You Are Away From Home Inman Travel Plan
For just $495, the Anywhere & Everywhere Plan provides lifetime protection if you pass away 75 miles or more from home. The plan helps coordinate transportation and necessary arrangements, including working with a local funeral home or cremation provider, preparing your loved one for transport, securing required documentation, and arranging transportation back to your local funeral home.
Wherever life takes you, you can have peace of mind knowing a plan is in place.
*Marketer ID: MISTWIJU
*Marketer Email:
jwilliams@milestonefuneralpartners.com
125 Tasks to Consider After a Loss
This helpful guide outlines 125 tasks and decisions families may face after losing a loved one. Reviewing the list in advance can help you understand what to expect, organize important details, and ease some of the burden during an already difficult time.
A Guide to Your Funeral and Memorial Wishes
Planning ahead gives you the opportunity to put your wishes in writing and make important decisions on your own terms. This guide provides a simple place to record your funeral and memorial preferences, personal information, meaningful memories, and other details that matter to you. By documenting your wishes today, you can help your loved ones feel more confident about honoring your life and ease some of the decisions they may face during a difficult time.
Final Piece of Your Financial Plan Beneficiary Liquidity Plan
Here With Compassion
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