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