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Preplanning Checklist

Many families are unaware of just how many ways we can help. We can do as little or as much of the planning as you like. As experienced funeral directors, we are trained with an understanding of what needs to be done. We have a complete pre-planning checklist to be certain no detail is overlooked. The following are some of the items that are included on the checklist.                            

  • Vital Statistics (including)
    • Name of Father, place of birth, year
    • Mother’s Maiden Name, place of birth, year
    • Education – elementary, high school, college, graduate school
  • Social Security Number
    • Veteran Information
    • Military Service
    • Branch Rank
    • Date of Enlistment
    • Date of Discharge
    • Name(s) of war/conflict(s) toured
    • Serial Number
  • Affiliations
    • Fraternal, Service and Union Memberships
    • Special Recognitions
  • 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

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In this section


Preplanning Checklist

Pre-Arrangements Form

Have the Talk of a Lifetime

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