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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.

 

Recording Personal Information:

 

-   Full legal name

-   Residence

-   Date of birth

-   Place of birth

-   Social Security number

-   Occupation

-   Business of industry

-   Marital status

-   Spouse’s full name

-   Father’s name

-   Mother’s maiden name

-   Next of kin / Executor’s name

-   Next of kin’s address

-   Next of kin’s relationship 

 

Making Specific Selections:

 

-   Select casket or cremation container

-   Select burial vault or cremation urn

-   Choose cemetery

-   Select burial or cremation plot

-   Decide whether above or below ground

-   Select memorial grave marker & inscription

-   Select memorial register

-   Select memorial items & acknowledgment cards

-   Choose florist

 

Participants:

 

-   Clergy or officiant

-   Organist or other musical

-   Pallbearers o Family or friend to perform eulogy

-   Family or friend to read scripture or participants

 

People to Contact:

 

-  Extended family & friends
-  Doctor
-  Accountant
-   Lawyer
-   Employer
-   Insurance agent
-   Creditors
-   Clubs, unions & organizations
-   Financial advisors/banker
-   Bereavement counselor if needed

 

 

 

                             

Making Service Choices:

 

-   Choose a funeral home

-   Set time & date of service

-   Choose location of service

-   Apply for death certificates

-   Choose burial or cremation

-   Request preparation or embalming

-   Choose family viewing or visitation

-   Decide on jewelry is to remain or return

-   Supply clothing for deceased

-   Select photos to be displayed

-   Select musical selections, hymns & solos

-   Select scripture or literature to be read

-   Compose & submit obituary

-   Choose charity to direct donations

-   Display religious or fraternal items

-   Arrange location & food for reception

 

Transportation:

 

-   Transfer from place of death to funeral home
-   Funeral coach
-   Clergy car
-   Funeral escort

 

Documents to Location:

 

-   Will
-   Deed to cemetery plot
-   Birth certificate
-   Marriage certificate
-   Insurance policies
-   Bank documents
-   Title to property
-   Vehicle ownership
-   Tax returns
-   Military discharge papers

 

Personal Data of Deceased:

 

-   Elementary school attended
-   High school attended
-   University attended
-   Military service
-   Family & professional history
-   Offices or positions held
-   Accomplishments: personal & professional
-   Citations
-   Hobbies, activities and interests
-   Charities & other special requests