Funeralwise Planning System

The ultimate set of tools for do-it-yourself funeral planning

The Wise Planning System is a set of easy-to-use tools for do-it-yourself funeral planning. It puts you in control of your funeral planning. You can make your funeral plans ahead of time without needing to meet with a funeral director. Share your plans with your family or a trusted advisor, and make arrangements to cover your expected funeral costs and final expenses.

To learn how to get started, choose your plan below, or…

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Wise Planning System for Planning Ahead

Popular
Quick Plan Wise Plan Essentials Wise Plan Complete After Me
Planning Options Free Free
$49.95
One-Time Fee
$79.95
One-Time Fee
20% Discount
Interment Choice
Service Selections
Estimated Funeral Cost - Summary
Estimated Funeral Cost - Details
Estimated Final Expenses
Funeral Service Provider Selection
Cemetery Selection
Funeral Products Selection
Financial Planning Tools
Plan Sharing (Print, Email)
Personal Contacts
Create Additional Plans
Plan Guardians
Ceremonies
Personal and Family Data
Free Upgrade to Wise Essentials Plan
Guide to Funeral Planning e-book
Word to the Wise Guides Series
Funeral Planning Checklist & Form
Funeralwise on Trustpilot Free Free
$49.95
One-Time Fee
$79.95
One-Time Fee
20% Discount
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How to choose your plan

With the Wise Planning System, you can choose the version of our online funeral planner that suits your planning style. When you choose the Wise Planning System, you’ll start with the Quick Plan. This is a quick and easy way to create a basic plan in just a few minutes. Save your basic plan, and you’ll be immediately upgraded to a Free Wise Plan Essentials account. The Wise Plan Essentials lets you include more details and expand on your earlier selections. If that’s enough planning, you can stop there. If you’d like to get into more specifics, you can upgrade to the Wise Plan Complete at any time.

The After Me version includes our end-of-life organizer bag as well as our Guide to Funeral Planning e-book, our series of Word to the Wise Guides, and our funeral planning checklist and form. It’s a one-of-a-kind end-of-life planning system. Learn more about the After Me Organizer.

The point is, with the Wise Planning System, you can plan YOUR WAY, with as much or as little detail as you like. 

1

Quick Plan

Quick Plan is a FREE basic tool that is best for making the most critical funeral service selections and also getting a cost estimate. It’s important that you save your Quick Plan so that you can unlock the features of the FREE Wise Plan Essentials.

2

Wise Plan Essentials

With the Wise Plan Essentials, you can take your planning to the next level. When you save your Quick Plan or Final Expense Calculator selections, you will be immediately upgraded to the FREE Essentials version. You’ll be able to expand on the information you’ve already input and save it so that you can change it later.

3

Wise Plan Complete

The Wise Plan Complete is the ultimate funeral planner. With the Wise Plan Complete, you can include detailed ceremony information, record biographical information and important personal records, and designate a trusted individual with whom you’d like to share your plan details. The Complete version is available as an upgrade from the Essentials version.

Do you have questions about the Wise Planning Systems? We’ve compiled some of the most common questions we get below. If you don’t see the question you have in mind, just let us know.

Frequently Asked Questions About the Wise Planning System : People Also Ask

If you are strictly do-it-yourself and you already know how you would like to fund your end-of-life plans, then the Wise Planning System is for you. The Wise Plan Essentials will let you specify enough information that your loved ones will know the basics of how you’d like your affairs handled. If you’d like to take your planning to the next level then the Wise Plan Complete will probably suit your needs. With the Wise Plan Complete, you can record a full array of details from ceremony planning to gathering personal information to documenting your legacy. Our all-in-one solution, The Wise Protection Plan, will help you not just plan your funeral, but help you make arrangements for funding it. Plus, you’ll get the expert assistance of a Preplanning Specialist.

No! The fee for the Wise Plan Complete is a one-time charge.

Our estimates of funeral expenses are averages based on surveys of the costs for products and services across the country. What an individual actually pays depends on factors such as location and the unique set of services selected. Having an idea of what a reasonable range of costs is can help people avoid overspending and narrow choices down to what is most important to them.

With the Wise Plan Essentials you can save your plan to a file that can be emailed or printed. With the Wise Plan Complete you can print or email but you can also designate a Plan Guardian. Plan Guardians are trusted individuals who you can invite to share your plan.

Saving your Quick Plan is a key step to getting access to The Wise Plan Essentials. Once you save you’ll be able to make more detailed selections and come back at any time to revise your choices.

No. Funeralwise will never share your information without your permission. We also do not sell our mailing list. To review our entire Privacy Policy click here.

Yes. You will have secure access to your funeral plan and can update it any time.

Once you save your Quick Plan you are upgraded to The Wise Plan Essentials you’ll be able to update your information any time you like 24/7. That’s the beauty of the planner. It’s designed to let you customize your plans. When you upgrade to the Wise Plan Complete you’ll also be able to share your plan with a trusted individual who can take care of your arrangements when the time comes.

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