Preplanning Checklist

Preplanning Checklist

The following checklist will help you create your personalized plan.

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Ways to Plan Ahead:

 

General

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

Funeral Service

  • Select a cremation container and rental casket, if applicable.
  • Choose locations and types of services.
  • Decide whether you’d like to have a viewing or visitation.
  • 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.
  • If you're having a viewing or visitation, 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.
  • Brainstorm any additional ways you’d like to personalize the services or pay tribute to your accomplishments, hobbies, personality, and life story.

Participants

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

Final Disposition

  • Choose a cemetery cremation plot or columbarium for urn if appropriate.
  • 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

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.

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