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Pre-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. 

Here’s a beginning checklist of everything you may need for your first visit with us:


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

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

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

Persons to Contact

Children, Relatives and Friends to Notify

 Funeral Preferences

  • Preferred Clergy/Celebrant
  • Names of Pallbearers and Honorary Pallbearers
  • Preferred Music, Bible Verses or Poetry
  • Preferred Clothing or Jewelry
  • Burial Property Information
  • Special Instructions

Location of Important Documents and Passwords


We are available 24/7 if you have any questions.

In this section

Pre-Planning

Why Pre Plan?

Pre-planning Checklist

Pre-plan a Funeral

Pre-plan a Cremation

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