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Pre-Planning Checklist

There’s a lot that goes into planning a funeral, but making those arrangements beforehand gives you time to consider all of your options and make sure that you’re covering all of the necessary details. The following checklist will help you to make sure you’ve thought of everything when you begin creating your personalized plan.


Information you'll need to assemble:

Vital Statistics

  • This includes your father’s name, your mother’s maiden name, your level of education, and your social security number.

Affiliations

  • This includes fraternal, service, or union membership, along with any special recognitions you might have

If you’re a veteran, you’ll also need to include:

  • Military service
  • Branch rank
  • Date of enlistment
  • Date of discharge
  • Name(s) of war/conflict(s) toured
  • Serial number

 

Ways in which you can 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 special instructions you desire for your services and final disposition


Funeral Service

  • Choose burial or cremation
  • Select a casket or cremation container
  • 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 a style for your stationery and memorial register book
  • Brainstorm any additional ways you’d like to personalize the services or pay tribute to your accomplishments, hobbies, personality, and life story.

 


Cemetery

  • Choose a cemetery
  • Select a burial or cremation plot, or a mausoleum, if appropriate
  • Decide between above- and below-ground burial
  • Select a memorial or grave marker and inscription


Remember that there’s no need to make all of the decisions right away, and that the purpose of pre-planning is to allow yourself to take the time you need when considering your options and making the choices that are right for you. For personalized assistance in creating your plan, consult one of our experts by contacting us to schedule a one-on-one meeting.

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