PRE-PLAN 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.
The 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.