Preplanning Checklist

The following checklist will help you create your personalized plan.

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.

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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

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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.