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Advance Planning

A thoughtful plan begins with a conversation.

Whether you're simply curious, have a few questions, or are ready to make arrangements, we're here to help. Explore at your own pace, ask what's on your mind, or talk through your options with an Advance Planning Director.

Why plan ahead?

  • Care for Your Family

    Make important decisions in advance so the people closest to you have greater clarity when the time comes.

  • Make Your Wishes Known

    Record the choices and details that matter to you rather than leaving others to guess.

  • Understand Your Options

    Learn what's available before any decisions become urgent.

  • Organize Important Information

    Consolidate your vital records, contacts, and personal details so they are easy to find.

Meet our Advance Planning team

Our three Advance Planning team members standing together outside Sol Levinson.

Sayra Ponce Magana

Advance Planning Client Services Coordinator

As our Advance Planning Client Services Coordinator, Sayra helps coordinate the practical details of getting started and connects families with our planning team.

Eliza Feller

Director of Advance Planning & Funeral Director

Eliza leads our Advance Planning team. As a funeral director, she helps families understand their options and plan arrangements that reflect their wishes.

Adria Brooks

Advance Planning Specialist & Funeral Director

Adria combines her work as an Advance Planning Specialist and funeral director to help families explore service choices and prepare for the future.

Understanding Your Choices

What does advance planning actually involve?

You don't have to plan everything at once. Advance planning can be as simple as learning what's available or recording a few wishes. Others choose to work through more details over time.

You do not need to make all of these decisions now. Explore the topics below to see what you might want to consider.

A conversation, not a commitment.

You don't need to have everything figured out before speaking with us. Ask a question, understand your choices, or talk through what's important to you. A conversation doesn't obligate you to make arrangements or purchase anything.

Here when you'd like someone to talk to.

Our Advance Planning Directors are here to answer questions, explain choices, and help you work through as much or as little as you'd like.

Things people often wonder about.

See Common Questions

Start wherever you are.

Explore privately, ask a question, or share background information when you are ready.

Just Exploring

Learn what advance planning can involve, what decisions people commonly make, and what can wait until later.

Explore Advance Planning

I Have a Question

Ask about costs, traditions, planning, paperwork, or anything else that's on your mind.

Ask a Director

Ready to Talk

Have a conversation with an Advance Planning Director when you're ready for more personalized guidance.

Schedule a Conversation

Curious about the financial side?

Advance planning doesn't necessarily mean paying in advance. Some people simply want to understand current costs and available options. Others choose to prepay or guarantee certain expenses. Our team can explain the differences and help you decide what, if anything, makes sense for you.

We're here when you're ready.

Whether you have one question, want to understand your options, or are ready to make a plan, we're here whenever the time feels right.