Preplanning Checklist

Losing a loved one is devastating and overwhelming. Remembering details and focusing on arrangements can seem impossible. That’s why we recommend getting organized ahead of time. We have created a checklist of everything we will need from you during the funeral arrangement process to make things as easy for you as possible.

  • 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