Preplanning Checklist

1. Provide basic personal information

  • Full name
  • Current address
  • Social Security Number
  • Date of birth
  • Age
  • Marital status
  • Date of death
  • Parents' names
  • Names of children (if applicable)
  • Place of work
  • Insurance company
  • Insurance policy number
  • Military service
  • Organizational affiliations
  • Church or faith affiliation

2. What type of service do you want?

  • Funeral service followed by burial
  • Funeral service followed by cremation
  • Funeral service followed by graveside service, followed by burial
  • Funeral service followed by service at crematory, followed by cremation
  • Graveside service followed by burial (no funeral service)
  • Service at crematory, followed by cremation (no funeral service)
  • Burial, followed by memorial service at later date
  • Cremation, followed by memorial service at later date
  • Simple cremation with ashes returned to family
  • Funeral service to be held at home

3. What other events do you want?

  • A viewing prior to the funeral
  • A visitation prior to the funeral
  • A wake prior to the funeral
  • A reception after the funeral or memorial service
  • Observance of my religion's traditions regarding mourning and funerals (Please provide additional information on the specific traditions you want observed)

4. What personal details do you want included?

  • Location of funeral or memorial service
  • Name of primary organizer who will act in your behalf to make sure arrangements are carried out
  • Name and contact information of person who will be responsible for payment for services rendered
  • Name of officiant who will conduct the funeral or memorial service
  • Pallbearers (provide the names of 4-6 persons)
  • Person(s) who will deliver the eulogy or eulogies
  • Special readings (prayers, poems, other readings -Include title, author, and source for each reading.
  • Name(s) of persons who will deliver the special readings
  • Music selection -Songs, hymns, or other music to be performed
  • Name(s) of persons who will be performing the musical selections
  • List specific photos and memorabilia that you want included as part of the ceremony
  • Flowers (yes/no)
  • Catering (yes/no)

5. Obituary information

  • Organize information that you want included in your obituary

6. Would you like to have memorial donations made to your favorite charity?

  • Provide names and contact information for any charitable organizations you would like to have donations made in your memory

7. Do you want to invite any groups, clubs, and organizations that you belong to?

  • Names of groups, organizations, and clubs that you want notified and invited to your service
  • Provide name and contact information for primary contact for each group

8. Are there any other people you want to be invited?

  • Provide names and contact information