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Running head: END-OF-LIFE PLANNING PROJECT
Liberty University
End-of-Life Planning Project
A Paper
Submitted to Dr. Baker
In Partial Fulfillment
Of the Requirements for the Course
Gerontology
PACO 630
By
Lind Jordan
L26499307
May 8, 2019
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END-OF-LIFE PLANNING PROJECT
CONTENTS
SECTION ONE: MEMORIAL COST ESTIMATE ................................................................. 3
SECTION TWO: WILL AND LIVING WILL ........................................................................ 5
SECTION THREE: MESSAGE FOR SERVICE ................................................................... 13
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END-OF-LIFE PLANNING PROJECT
SECTION ONE: MEMORIAL COST ESTIMATE
After my passing, I would prefer cremation before a memorial service. The memorial service
will be at of my daughter's home in Melane, North Carolina. Bishop Earl Jenkins will officiate
unless he is unable to do so. In that case, my children will decide who officiates. The urn and
necklaces to each child and grandchild will be present at the service, and then my children can
transport to the urn to the True Love Center, Hamilton, NJ where I would like it to be my resting
place. I rededicated my life back to Christ there. I have many happy memories in New Jersey,
and a piece of my heart remains there. If neither of these options is available at the time of my
death, the executor of my will may choose a final resting place. Instead of a traditional eulogy, I
have prepared a letter I would like to read to those who attend my memorial service. I have
chosen a bouquet of purple roses for the altar. I wanted them because the colors reminded me of
how beautiful life is and royalty. Because there is no open casket, I have included the cost for a
picture and frame, 11x14 photos cost about $6, and Hobby Lobby has a great selection of frames
and easels.
Basic Services of Funeral Director and Staff and Overhead…..$2095.00
Our services include: conducting the arrangements conference; planning the funeral; consulting
with family and clergy; shelter of remains; preparing and filling of necessary notices; obtaining
necessary authorizations and permits; coordinating with the cemetery, crematory or other third
parties. In addition, this fee includes a proportionate share of our basic overhead costs.
This fee for our basic services and overhead will be added to the total cost of the funeral
arrangements you select. (This fee is already included in our charges for direct cremations,
immediate burials, and forwarding or receiving remains.)
Embalming…. $650.00
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END-OF-LIFE PLANNING PROJECT
Other preparation of Body
Cosmetology, hairdressing, dressing & casketing… $200.00
Sheltering of remains NO CHARGE
Washing and Disinfection of unnamable remains…. $300.00
Use of Facilities and Staff for Visitation/Viewing…. $350.00
Use of Facilities and Staff for a Funeral Ceremony at the Funeral Home… $495.00
Our services include coordination the funeral arrangements, supervision of funeral, and staff to
attend the funeral ceremony.
Memorial Service at church or elsewhere ............................................................... $395.00
Use of Facilities and Staff for a Graveside Service… $750.00
Our service includes coordinating funeral, supervision of funeral, and staff to attend funeral
ceremony.
Motor Vehicle Fleet
Transfer of Remains to Funeral Home .......... $250.00*
Hearse .......................................................... $550.00*
Limousine .................................................... $550.00*
*Beyond 25 miles, add $2.00 per loaded mile
Caskets…………… $2000.00 to $10,000.00
Outer Burial Containers………. $995.00 to $8800.00
Miscellaneous:
Air Tray……………………… $150.00
Acknowledgement Cards, per 25… ................ $20.00
Register Book………………………………. $45.00
Laminated Obituary Notices (Group of 4)… $8.00
Prayer Cards per 100. ..................................... $75.00
Zeigler Container… ..................................... $324.00
Funeral Tent ................................................... NO CHARGE
Programs ........................................................ $125.00
Service Folders, Register Book, Acknowledgment Cards Package ........ $225.00
Immediate Burial ................ $2795.00 to $9160.00
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Our Charge for an immediate burial (without ceremony) includes basic services of funeral
director and staff; proportionate share of overhead costs; removal of remains; and local
transportation to cemetery.
1. Immediate burial with casket provided by purchaser….. $2795.00
2 Immediate burial with minimum metal non gasket casket .. $3490.00
3. Immediate burial with casket selected from our funeral home (in addition to cost of casket)
$2795.00
The funeral director gave an estimate of approximately $6000 to $7000 for a typical burial
funeral.
SECTION TWO: WILL AND LIVING WILL
LAST WILL AND TESTAMENT
OF
Lind Jeannette Jordan
RECITAL
I, Lind Jeannette Jordan, a resident of Wake County within the State of North Carolina, make,
publish and declare this to be my Last Will and Testament, thereby revoking any and all previous
Wills and Codicils made by me.
RELATIVES
I, Lind Jeannette Jordan, attest that I am single.
I have 3 children. The names and birth date of each child are as follows:
CHILD NAME
BIRTH DATE
LIVING OR DECEASED
Jeconiah R Jordan
12/21/1976
Living
Michael D Boswell
04/10/1983
Living
Michelle D Boswell
08/09/1985
Living
All references in this Will to my "child" or "children" are to the aforementioned children, as well
as any children subsequently born to or adopted by me.
All references in this Will to the Descendants of any person shall mean their naturally born
children and/or legally adopted children, unless otherwise indicated, as well as any of their
children's naturally born and/or legally adopted children throughout the generations to come
BURIAL
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It is my request that my Executor make arrangements for my remains to be cremated and the
ashes in necklaces be given to Laniyah M Boswell, Jeconiah R Jordan, Michael D. Boswell,
Michelle D. Boswell, and Ernest McKinney, Jr.
All costs and expenses associated with my burial requests shall be paid from the life insurance, if
any, and/or proceeds of my estate.
DEBTS & EXPENSES
Any and all my debts due and payable, including funeral, memorial and burial expenses, the
expenses of the administration of my estate, all estate, inheritance and similar taxes payable with
respect to property included in my probate estate, including any interest and/or penalties thereon,
shall be paid out of my estate pursuant with the laws of the State of North Carolina, without
apportionment or right of reimbursement from any beneficiary herein named in my Will.
PERSONAL PROPERTY
I bestow all of my tangible personal property owned by me at the time of my death, including,
without limitation, personal effects, clothing, jewelry, furniture, furnishings, household goods,
automobiles and other vehicles, along with all insurance policies upon such tangible property, in
accordance to those designated in the attached Schedule - Beneficiary Designations, and if any of
them shall be under the age of eighteen (18) years, then it shall be held in trust until such time as
(s)he becomes of age.
As per the attached Schedule - Beneficiary Designations to this Will, signed by me and
identifying certain personal property which is to be bestowed upon the persons named therein, I
direct my Executor to distribute such property in accordance with the terms and provisions
contained herein.
The reasonable fee of delivering such property shall be paid by my Executor as an expense of my
estate.
CASH, BANK ACCOUNTS, INVESTMENTS
I bestow and bequeath any interest which may belong to me at the time of my death in
accordance to and in conjunction with the attached Schedule - Beneficiary Designations and a
separately prepared account listing that details checking and savings accounts, certificates of
deposit, cash, checks, notes and/or promissory notes designees, Life Insurance Policy as
referenced in the attached Schedule – Insurance Information.
RESIDUARY ESTATE
I bestow and bequeath all the rest, residue and remainder of my property and estate, both real and
personal, of whatever kind and wherever located, including any inheritance I may be entitled to
as well as any lapsed or void legacy or devise under this Will, that I own or am in any manner
entitled to at the time of my death (collectively referred to as my "residuary estate"), to be
divided among those as designated in the attached Schedule - Beneficiary Designations. If they
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are or if any of them shall be under the age of eighteen (18) years, then it shall be held in trust
until such time as s/he becomes of age.
If there should be no living beneficiary under the above provisions to receive the assets in my
residuary estate, then my residuary estate shall be distributed to the persons who would be
entitled thereto under the laws of descent and distribution pursuant to the laws of the State of
North Carolina, as if I had died intestate at that time owning such property in fee simple.
TESTAMENTARY TRUST
Any property, assets or other distributions from my estate intended for a beneficiary under18
years of age at the time of distribution is to be made, shall not be paid or distributed outright to
such beneficiary, but rather shall be held in trust by my Trustee, or if I have not named a Trustee,
by my Executor in the capacity of a Trustee, upon the following terms and conditions.
The Trustee shall hold, manage, invest and reinvest the property of such beneficiary in a separate
trust and shall distribute to or for the benefit of the beneficiary so much or all of the net income
or principal thereof as the Trustee, in the Trustee's sole discretion, shall deem necessary to
provide for such beneficiary's health, education, maintenance and support, taking into
consideration any other resources available to such beneficiary. Any net income not so paid shall
be accumulated and added to principal at least annually and thereafter shall be held, administered
and disposed of as a part thereof.
When such beneficiary reaches 25 years of age, the Trustee shall distribute 75% of the assets
then held in trust to such beneficiary; and if and when such beneficiary reaches years of age, the
Trust shall automatically terminate, and the Trustee shall distribute all remaining principal and
income to such beneficiary. Notwithstanding any provisions herein to the contrary, my Trustee
may determine it is in the best interests of the beneficiary to terminate the trust prior to such
beneficiary reaching years of age and distribute all trust assets directly to such beneficiary or into
a custodial account established for such beneficiary, and my Trustee shall have no liability
therefore.
If such beneficiary dies prior to receiving all of the assets in his/her trust, the principal and
income in such beneficiary's trust shall be paid and distributed to such beneficiary's living
Descendants, if any; and if none, then to my living Descendants, provided, however, that if any
such Descendant is a beneficiary of another trust under this Will, such property otherwise
distributable to such beneficiary shall be held in accordance with such trust. If I have no living
Descendants, such property shall be distributed to the beneficiaries of my residuary estate as
provided in this Will, or if there are none, to the persons who would be entitled thereto under the
laws of descent and distribution of the State of North Carolina if I had died intestate at that time
owning such property in fee simple.
AVOIDANCE OF CONSERVATORSHIP
If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor,
at any time and without court authorization, may:
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a) distribute the whole or any part of such property to the beneficiary;
b) hold such property in trust and use the whole or any part for the health, education,
maintenance and support of the beneficiary;
c) distribute the whole or any part to a guardian, conservator, committee or other legal
representative of the beneficiary;
d) distribute the whole or part to a custodian for the beneficiary under any gifts or transfers to
minor’s act; or
e) distribute the whole or part to the person or persons with whom the beneficiary resides.
Evidence of any such distribution or the receipt therefor executed by the person to whom the
distribution is made shall be a full discharge of my Executor from any liability with respect
thereto, even though my Executor may be such person.
If such beneficiary dies before receiving all of the assets held in conservancy, the principal and
income in such beneficiary's trust shall be paid and distributed to such beneficiary's living
Descendants, if any; and if none, then to my living Descendants. If I have no living Descendants,
such property shall be distributed to the beneficiaries of my residuary estate, as provided in this
Will, or if there none, to the persons who would be entitled thereto under the laws of descent and
distribution of the State of North Carolina as if I had died intestate at that time owning such
property in fee simple.
SPENDTHRIFT PROVISION
The interest of any beneficiary of any trust created under this Will shall not be transferred,
assigned or conveyed, and shall not be subject to the claims of any creditors of such beneficiary,
or of any local, state or federal government or agency, or of any private agencies, and the
Trustee, or if I have not named a Trustee, by my Executor in the capacity of a Trustee, shall
continue distributing trust property directly to or for the benefit of such beneficiary as provided
for herein, notwithstanding any transfer, assignment, conveyance or action by creditors
governments or agencies. If the Trustee is prevented by any transfer, assignment or conveyance
or by any proceeding brought by any creditor, government or agency or by any bankruptcy,
receivership or other proceeding, from distributing property directly to or for the benefit of any
beneficiary, the Trustee shall hold and accumulate the property which would otherwise have been
distributed until the Trustee is able to distribute such property directly to or for the benefit of
such beneficiary, or until the death of such beneficiary, whichever first occurs; and on the death
of such beneficiary any such property so held and accumulated shall become a part of the
principal of the trust and shall be disposed of accordingly.
APPOINTMENT OF EXECUTOR/TRUSTEE
I appoint Angela Jordan, Sister, to serve as Executor of my Will.
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BONDS/AUDITS NOT REQUIRED
The term "Fiduciary" shall mean any Executor, Trustee or successor qualifying and serving under
this Will.
No Fiduciary shall be required to file or furnish any bond, surety or other security in any
jurisdiction, nor shall any Fiduciary hereunder be required to file any inventory or other reports
with any court.
No Fiduciary shall be required to inquire into or audit the acts or doings of any predecessor
Fiduciary or to make claim against any such predecessor or their estate
POWERS OF EXECUTORS/TRUSTEES
Any Executor or Trustee serving under this Will shall be a Fiduciary granted all the powers
conferred by North Carolina laws, as amended.
Any successor Fiduciary shall have and may exercise all of the powers, privileges, immunities
and exemptions conferred upon the predecessor Fiduciary as fully and to the same extent as if
such successor had originally been named as a Fiduciary.
Any Fiduciary serving hereunder shall keep full accounts and shall make and furnish statements
of all receipts and disbursements at least annually to each person then eligible to receive income
from my estate or any trust created hereunder and shall at any time, upon reasonable request of
such person, provide full information to such person as to the condition of my estate, including
amounts received and disbursements made.
Any Fiduciary under this Will may resign without the order of any officer or court and without
consent of any beneficiary of any provision of this Will by giving such Fiduciary's successor and
all persons then entitled to receive income hereunder, or the guardians of such persons, thirty
(30) days advance written notice of such intent to resign, or at any time resign by instrument in
writing signed by such Executor or Trustee and delivered to the persons then entitled to the
income from my estate or such trust. In the case of an Executor, the Fiduciary must also give
notice to the Court having jurisdiction over the administration of my estate; and upon properly
accounting for all estate property received and disbursed, shall be discharged from any and all
further liabilities. In the case of a Trustee, the Fiduciary must deliver the trust property to the
successor Trustee and upon properly accounting for all trust property received and disbursed,
shall be discharged from any and all further liabilities.
If a successor Fiduciary is unable or unwilling to serve, they may appoint a second successor
Fiduciary to serve in their place, by sending a signed instrument appointing a successor delivered
to each living beneficiary under my Will making express reference to this power and the second
successor Fiduciary may exercise powers upon a prospective and contingent basis until effective:
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To compensate counsel and to employ other persons who may be deemed necessary for proper
administration and to delegate authority when delegation is advantageous to the trust or estate.
To exercise and continue the power provided in this section notwithstanding the termination of
the trust until all assets of the trust has been distributed.
The right to receive reasonable compensation for services rendered with regards to this Will, and
to be exonerated from and to pay all reasonable expenses and charges of the estate and trust.
SURVIVORSHIP
I direct that, for purposes of this Will, a beneficiary shall be deemed to predecease me unless
such beneficiary survives me by more than thirty (30) days.
CONTESTS DISALLOWED
Should any beneficiary contest or initiate proceeding to contest the validity of this Will or to
prevent any provision herein from being carried out in accordance with its terms (whether or not
in good faith and with probable cause), then all the benefits provided for such contesting
beneficiary in this Will, including their Descendants, shall be revoked and annulled.
The share to which such contesting beneficiary would otherwise have been entitled shall be
distributed to such persons and in such manner as if such contesting beneficiary and all of such
beneficiary's Descendants had died immediately prior to such division without exercising any
power of appointment which they might otherwise have under this Will.
If all of the persons who are beneficiaries of this Will join in such contest or proceeding, my
estate shall be distributed to any of those persons who are not contesting beneficiaries and who
would otherwise be entitled thereto under the laws of descent and distribution of the State of
North Carolina, as if I had died intestate at that time owning such property in fee simple.
IN WITNESS WHEREOF, I have set my hand and seal on this date of
(Testatrix Signature)
TESTATION CLAUSE
The foregoing instrument was signed, sealed, published and declared by Lind Jeannette
Jordan, the above named Testatrix to be such Testatrix's Last Will and Testament in our presence,
all being at the same time, and we, at such Testatrix's request and in such Testatrix's presence and
in the presence of each other, have subscribed our names as witnesses on the aforementioned
date above.
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(First Witness Signature) (Second Witness Signature)
Angela Jordan Jeconiah R Jordan
26 Northampton Dr 102 Maryland Ave
Willingboro New Jersey 08046 West Mifflin Pennsylvania
732-579-2664 412-927-8120
SELF-PROVING AFFIDAVIT
STATE OF NORTH CAROLINA
COUNTY OF WAKE
Before me, the undersigned authority, on this day personally appeared the Testatrix, Lind
Jeannette Jordan, and the witnesses, Angela Jordan and Jeconiah R Jordan, whose names are
subscribed to the annexed or foregoing instrument in their respective capacities, and all of said
individuals being duly sworn, the Testatrix declared to me and to the witnesses in my presence
that said instrument is the Last Will and Testament of the Testatrix and that the Testatrix had
willingly made and executed it as the Testatrix's free act and deed for the purposes expressed
therein. The witnesses, each on oath, stated to me in the presence and hearing of the Testatrix that
the Testatrix had declared to them that the instrument is the Testatrix's Last Will and Testament
and that the Testatrix executed the instrument as such and wished each of them to sign it as it as a
witness; and under oath each witness stated further that the witness had signed the same as
witness in the presence of the Testatrix and at the Testatrix's request; that the Testatrix was of
sound mind and body.
(Testatrix Signature)
(First Witness Signature)
(Second Witness Signature)
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Sworn to and subscribed before me by the Testatrix, Lind Jeannette Jordan, and w i t n e s
s e s , Angela Jordan a n d Jeconiah R Jordan, on this date of
(Notary Public Signature)
My Commission Expires
SCHEDULE - BENEFICIARY DESIGNATIONS
BENEFICIARY NAME RELATIONSHIP BEQUEATHED INHERITANCE INHERITANCE
PERCENTAGE
(Testatrix Signature)
SCHEDULE – INSURANCE INFORMATION
LIFE INSURANCE UNDERWRITER NAME POLICY NUMBER
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SECTION THREE: POEM
A limb has fallen from the family tree…
I hear a voice that whispers,
“Grieve not for me
Remember the best times,
The laughter, the songs
Please keep our family heritage
Of love and loyalty no matter what,
I’m counting on you, You hear?
Keeping on smiling the sun will shine through.
My mind is at ease, my soul is at rest
Remembering all…how I was truly blessed
Continue traditions, no matter how small
Go on with your lives, don’t stare at the wall
I miss you all dearly so keep your chin up
Until that fine day we meet again.
Peace!
Mommy’s Pearls
THE THREE C’S OF LIFE
o CHOICES
o CONSEQUENCE
o CHRIST
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Running head: END-OF-LIFE PLANNING PROJECT
END OF LIFE PLANNING PROJECT GRADING RUBRIC (150 POINTS)
Criteria
Levels of Achievement
Criteria
Advanced 92-100 (A- to
A):
Satisfies criteria w/
excellence
Proficient 84-91 (B- to B+) :
Satisfies Criteria
Developing (C- to C+):
Satisfies most criteria
Below Expectations (F
to D+):
Does not satisfy criteria
Not Present
Points
Earned
Content 70% = 105 pts.
0 points
Part I
32-35 pts.
29-31 pts.
26-28 pts.
1 to 25 pts.
Excellent comprehensive
coverage of a cost-estimate
for a funeral.
The cost-estimate for a
funeral did not include all
features commonly
considered.
The cost-estimate was
lacking in many aspects,
commonly associated with a
funeral.
The cost-estimate was
lacking in substance or
missing the point of the
assignment.
Part II
32-35 pts.
Excellent comprehensive
written will, which
included directives for end-
of-life medical decisions
and disposition of assets.
29-31 pts.
The written will was too
abbreviated to be a
comprehensive outlay of
this end-of-life process..
26-28 pts.
The will lacked depth and
comprehensiveness of
expression concerning this
end-of-life process.
1 to 25 pts.
The topic was poorly
presented and lacked
substantive comments in
many places.
0 points
0 points
Part III
32-35 pts.
20-31 pts.
26-28 pts.
1 to 25 pts.
Demonstrates mastery in
the understanding of the
topic and the application to
life and ministry.
Demonstrates
understanding of the basics
of the topic and the
application to life and
Lacks substantive comments
as to the application of the
topic to life and ministry.
Lacks understanding of
the topic. Therefore,
does not make a clear
application to life and
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The eulogy, poem or other
tribute was well planned
and expressed personal
expression of feelings to
family and friends.
ministry.
The eulogy was personal
but lacked the depth of
expression which might be
expected at a funeral.
The eulogy was too succinct
and lacked the expression of
feelings which would be
commonly given at a
funeral.
ministry.
The eulogy did not
express understanding of
the nature of a funeral
message.
Structure 30% = 45 pts.
Organization
27-30 pts.
Well organized material
that used headers
appropriately and covered
the topic succinctly within
the 1-2 page per section
limit.
25-26 pts.
The material was organized
according to the specifics of
the assignment. You
exceeded the page limit at
times.
22-24 pts.
Lacked appropriate number
of pages per section and
your comments were too
succinct to cover the topic
comprehensively.
1 to 21 pts.
Lacked unity and clarity
in the presentation of the
material.
0 points
Style
14-15 pts.
Demonstrates excellence in
the understanding and
presentation of the
assignment.
Used appropriate APA
form, grammar, spelling,
and punctuation.
The composition reflects a
graduate level of
composition.
12-13 pts.
Appropriate coverage of
the elements of the
assignment..
A few errors in grammar,
spelling, punctuation, and
APA style.
Good Graduate level work.
11 pts.
Some elements of the
assignment were missing.
There were several errors in
APA style, spelling,
punctuation, and grammar.
1 to 10 pts.
Number and nature of
elements of the
assignment were lacking.
There were many errors
in APA style, grammar,
spelling, and
punctuation.
0 points
Instructor’s comments:
Total
