Pre-Planning Checklist

Are you ready to make the final arrangements for yourself or a loved one? Use our handy checklist. Plus, you can schedule a consultation with us to discuss your needs and how we can help.

Gather This Information:

  • Parents’ Names
  • Education History
  • Social Security # For Death Records
  • Social, Community, and Professional Memberships
  • Special Recognitions or Awards
  • Military Service Information (Branch, Rank, Enlistment, Discharge, Wars, Serial #)

The Details You Can Plan

  • Information To Include In Obituary
  • Charity For Donations, If Desired
  • Burial Or Cremation
  • Select Your Casket Or Cremation Container
  • Type of Service (Including Formality)
  • Would You Like A Viewing/Visitation?
  • Choose A Floral Arrangement
  • Photographs & Memorabilia To Display
  • Customs, Traditions, Religious Rites To Include
  • Wardrobe For Funeral & Burial
  • Choose Musical Selections
  • Choose Stationery
  • Choose Memorial Register Book
  • Transportation For You And Family
  • Additional Ways To Personalize Service
  • Clergy Member or Officiant For Service
  • Special Musicians
  • Select Pallbearers
  • Friends and Family To Participate In Service
  • Choose Cemetery
  • Select Burial/Cremation Plot
  • Select Memorial Or Grave Marker & Inscription

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