Pre-Planning Checklist

There’s a lot that goes into planning a funeral, but making those arrangements beforehand gives you time to consider all of your options and make sure that you’re covering all of the necessary details. The following checklist will help you to make sure you’ve thought of everything when you begin creating your personalized plan.


Information you'll need to assemble:

  • Basic Vital Statistics
    • Such as your parents’ birth names, your social security number, your birthdate and location, etc.
  • If you’re a veteran, you’ll also need a copy of your DD-214:

Ways in which you can plan ahead:

General

  • Gather personal information for your obituary
  • Gather vital information for your death certificate and post-funeral paperwork
  • Choose a charity to direct donations to, if desired


Funeral Service

  • Choose burial or cremation
  • Select a casket or cremation container
  • Choose the location and type of service
  • Decide whether you’d like to have a viewing or visitation
  • Select which photographs and memorabilia you’d like to display
  • Consider any customs, traditions, or religious rites that are important to you and your family
  • Choose the clothing you’d like to be dressed in
  • Select music and hymns, if desired
  • Brainstorm any additional ways you’d like to personalize the services: preferred flowers, choices of scriptures or poems, tributes to your accomplishments or hobbies, etc. 


Participants

  • Choose a clergy person or officiator to preside over the service
  • Select any musicians you’d like to participate
  • Select pallbearers
  • Choose friends or family members to perform the eulogy, read scripture, or prepare a speech


Cemetery

  • Choose a cemetery
  • Select a burial or cremation plot, or a mausoleum, if appropriate
  • Select a memorial or grave marker and inscription

 

Remember there’s no need to make all of the decisions right away. The purpose of pre-planning is to take the time you need to consider your options and make the choices that are right for you. For personalized assistance in creating your plan, call us to schedule a one-on-one meeting.

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