Preplanning Checklist

Preplanning Checklist

The following checklist will help you create your personalized plan.

Ways to Plan Ahead:



  • Choose a funeral home
  • Gather personal information (needed for required legal forms at time of need)
  • Make note of any instructions for your services and final disposition
  • Jot down obituary thoughts and choose a charity to direct donations to, if desired


  • Choose burial or cremation and select desired merchandise
  • Choose type of services, locations and a clergy member or officiator to preside over the service
  • If desired choose floral arrangements and desired printing, select any musicians whose talents you’d like to employ for music or hymns and select pallbearers

Final Disposition

  • If desired choose a cemetery and select a burial plot, mausoleum or niche
  • Select a monument or grave marker and inscription.
  • Decide who will keep your urn or decide who will scatter your ashes and where

Information You'll Need

Personal Information

  • Your full name
  • Your current residence
  • Your date and place of birth
  • Your social security number
  • Your father’s name
  • Your mother’s maiden name
  • Your highest level of education completed
  • Your usual occupation and type of business or industry
  • If a veteran your DD214
  • Name, address and phone of person who will be in charge at time of need


There’s no need to make all the decisions right away.

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