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Pre-Planning Checklist

Providing Personal, Professional & Caring Service

There is 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 are covering all of the necessary details. The following checklist will help you to make sure you have thought of everything when you begin creating your personalized plan.

 

Information you will need to assemble:


Vital Statistics

This includes your father’s name, your mother’s maiden name, your level of education, and your social security number.

Affiliations

This includes fraternal, service, or union membership, along with any special recognitions you might have

Friends and relatives who should be notified in the event of your passing


If you’re a veteran, you will also need to include:

  • DD214 Discharge Papers
  • Military service
  • Branch rank
  • Date of enlistment
  • Date of discharge
  • Name(s) of war/conflict(s) toured
  • Serial number
 

Ways in which you can plan ahead:

  • Gather personal information for your obituary
  • Choose a charity to direct donations to, if desired
  • Choose a funeral home
  • Make note of any special instructions you desire for your services and final disposition

 
Funeral Service

  • Choose burial or cremation
  • Select a casket or cremation container
  • Choose the location and type of service
  • Decide whether you would like to have a viewing or visitation
  • Choose floral arrangements
  • Select which photographs and memorabilia you would like to display
  • Consider any customs, traditions, or religious rites that are important to you and your family
  • Choose the clothing and jewelry you would like to be dressed in
  • Select music and hymns, if desired
  • Select a style for your stationery and memorial register book
  • Arrange transportation for your physical remains and your family
  • Brainstorm any additional ways you would like to personalize the services or pay tribute to your accomplishments, hobbies, personality, and life story.

 
Participants

  • Choose a clergy member or officiator to preside over the service
  • Select any musicians whose talents you’d like to employ
  • 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
  • Decide between above- and below-ground burial
  • Select a memorial or grave marker and inscription


Remember that there is no need to make all of the decisions right away, and that the purpose of pre-planning is to allow yourself to take the time you need when considering your options and making the choices that are right for you. For personalized assistance in creating your plan, consult one of our experts by contacting us to schedule a one-on-one meeting.