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Pre-Planning Checklist

Remember...

There’s no need to make all the decisions right away. For personalized assistance in creating your plan, contact one of our experts to schedule a one-on-one meeting.

Ways to Plan Ahead:

General

  • Gather personal information for your obituary.
  • Choose a charity to direct donations to, if desired.
  • Choose a funeral home.
  • Make note of any instructions for your services and final disposition.

Funeral Service

  • Choose burial or cremation.
  • Select a casket or cremation container.
  • Choose locations and types of services.
  • Choose floral arrangements.
  • Select which photographs and memorabilia you’d like to display.
  • Consider any customs, traditions, or religious rites that are important to you and your family.
  • Choose the clothing you’d like to be dressed in.
  • Select music and hymns, if desired.
  • Choose a theme for decorations and stationery at your services.
  • Arrange transportation for your physical remains and your family.

Participants

  • Choose a clergy member or officiator to preside over the service.
  • Select any musicians whose talents you’d like to employ.
  • Select pallbearers.
  • Choose friends or family members to perform the eulogy, read scripture, or prepare a speech.

Final Disposition

  • Choose a cemetery.
  • Select a burial plot or mausoleum.
  • Select a memorial or grave marker and inscription.
  • Decide who will keep your urn.
  • Decide who will scatter your ashes and where.

Information You'll Need

Personal Information

  • Your father’s name
  • Your mother’s maiden name
  • Your level of education
  • Your social security number

Affiliations

  • Fraternal organizations
  • Service organizations
  • Union memberships
  • Any special recognitions you have

Military Service Information

  • Military service
  • Branch rank
  • Date of enlistment
  • Date of discharge
  • Name(s) of war/conflict(s) toured
  • Serial number
ONLINE PRE-PLAN FORM

Planning Ahead: A Comprehensive Guide

Planning a funeral involves many details, but making arrangements in advance allows you the time and space to carefully consider your options and ensure every aspect is thoughtfully addressed. Use the checklist below as a guide to help you create a personalized plan that reflects your wishes and values.

Information to Gather:

Vital Statistics

  • Father’s name
  • Mother’s maiden name
  • Level of education
  • Social Security number

Affiliations

  • Memberships (fraternal, service, or union)
  • Special recognitions or honors

Veteran Information (if applicable)

  • Military branch and rank
  • Dates of enlistment and discharge
  • Conflicts or wars served
  • Serial number

Steps to Plan Ahead:

General Preparations

  • Collect personal details for your obituary
  • Choose a charity for donations (if desired)
  • Select a funeral home
  • Record special instructions for your services and final disposition

Funeral Service Details

  • Decide between burial or cremation
  • Select a casket or cremation container
  • Choose the service location and type
  • Determine if you’d like a viewing or visitation
  • Pick floral arrangements
  • Choose photos, memorabilia, and other personal touches for display
  • Consider any important customs, traditions, or religious rites
  • Select clothing for burial or cremation
  • Choose music, hymns, or readings
  • Pick a style for stationery and memorial register books
  • Arrange transportation for both your remains and your family
  • Brainstorm additional ways to personalize the service and honor your life story

Participants

  • Choose an officiant or clergy member to preside over the service
  • Select musicians, if desired
  • Choose pallbearers
  • Invite friends or family members to deliver a eulogy, read scripture, or give a speech

Cemetery Arrangements

  • Choose a cemetery
  • Select a burial or cremation plot, or a mausoleum, if applicable
  • Decide between above-ground or below-ground burial
  • Design a memorial or grave marker and decide on the inscription

Taking Your Time

Pre-planning is not about making every decision all at once. It’s about giving yourself the freedom to carefully evaluate your choices and ensure your final arrangements reflect your preferences.

For personalized guidance, contact our team to schedule a one-on-one consultation. We’re here to provide compassionate support as you navigate these important decisions. Contact us today.

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