Preplanning Checklist

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

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.