Wise Planning System for Planning Ahead

Funeral Planning Your Way

The Funeralwise Wise Planning System (WPS) puts you in control of your funeral planning. Ideal for planning ahead, the WPS is a set of easy-to-use tools for do-it-yourself funeral planning. You can make your funeral plans ahead of time without meeting 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, see How to Choose Your Plan below or Get Started Now.  

Plan Options
Basic Plan. Funeral cost estimates. Quick and easy.
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
Personal and Family Data
Free Upgrade to Wise Essentials Plan


How to Choose Your Plan

The Wise Planning System consists of several versions. This means you can choose the version that fits the way that you like to plan. Everyone starts with the Quick Plan or the Final Expense Calculator. These tools are both offer 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 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: The 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 already input and be able to 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 System? 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.

Which version of the Wise Planning System is right for me?

The version of the Wise Planning System that is best for you depends on how much planning you’d like to do. 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. The Wise Plan Complete lets you record details from ceremony planning to gathering information to document your legacy.

If I upgrade to the Wise Plan Complete do I have to pay every year?

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

How do you come up with the cost estimates that are in the Planner?

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.

What if I want to share my plan with someone else?

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.

Why should I save the Quick 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.

Will you share my information with anyone else?

If I save my information will I be able to change it later?

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.

What if I need personal assistance with my funeral plans?

Once you save your Quick Plan you are upgraded to The Wise Plan Essentials. With the Essentials you’ll be able to update your information any time you like 24/7.

Go back to the chart