Funeral Planning Checklist
Use this helpful checklist to gather important information and prepare for funeral, cremation, or memorial service arrangements.
Preparing for an Arrangement Conference
When meeting with a funeral director, having certain information readily available can help make the planning process smoother and less stressful. Use this checklist as a guide when gathering documents and making important decisions.
1.Essential Information
☐ Full legal name
☐ Date of birth
☐ Date of death
☐ Social Security number
☐ Marital status
☐ Occupation
☐ Military service information
☐ Parents' names
☐ Spouse's name
☐ Residence address
2.Documents To Bring
☐ Driver's License
☐ Social Security Card
☐ Birth Certificate
☐ Marriage Certificate
☐ DD-214
☐ Cemetery Information
☐ Insurance Policies
☐ Pre-arrangement Documents
3.Service Decisions
☐ Burial or Cremation
☐ Service Date
☐ Service Location
☐ Clergy Selection
☐ Music Selections
☐ Readings
☐ Pallbearers
☐ Floral Arrangements
☐ Reception Details
4.Obituary Information
☐ Life Story
☐ Family Members
☐ Career Achievements
☐ Military Service
☐ Community Involvement
☐ Hobbies
☐ Memorial Donations
☐ Photo for Obituary
☐ Notify Banks
☐ Contact Social Security
☐ Notify Insurance Companies
☐ Update Utilities
☐ Transfer Titles
☐ Consult Advisors
☐ Send Thank You Notes
5.After-Service Tasks
Need Assistance
Our compassionate team is here to guide you through every step of the planning process and answer any questions you may have.