Funeral Planning – Checklist

We have created a checklist for you to review in order to make sure that you have everything planned for your service.  It is listed below.  Also we have included a link to a printable version.

 

General Preparation

  • Notify the proper authorities of the death. Dial 911 if it happens outside of a hospital, nursing home or hospice
  • Notify close family and friends
  • Gather all personal information of the deceased for the death certificate
  • Find and read the Will
  • Gather photos and memorabilia for display at viewing, funeral or wake
  • Collect any cemetery plot information such as deed or receipt of purchase

Important people

  • Choose Pallbearers (usually 6)
  • Select Clergy or someone to officiate at service
  • Select speakers
  • Choose someone to take care of all finances and bills for funeral services
  • Choose someone to be the primary organizer of funeral

Funeral Planning

  • Choose a Funeral Home
  • Select the Ceremony Type:
    • Traditional Burial
      • Embalming
      • Choose Casket
    • Cremation
      • Direct Cremation
      • Choose Urn
    • Clothing
      • Provide
      • Buy
    • Jewelry
      • Bury
      • Remove

 Type of Service

  • Visitation/Viewing/Wake
    • Where________________________________________
    • When_________________________________________
  • Funeral Service
    • Where________________________________________
    • When_________________________________________
  • Graveside Service
    • Where________________________________________
    • When_________________________________________
  • Memorial Service
    • Where________________________________________
    • When_________________________________________

Flowers

  • Casket Spray
  • Standing Spray
  • Lid Arrangement
  • Other

Deceased Personal Information

Full Name______________________________________

Social Security Number____________________________

Date of Birth____________________________________

Age___________________________________________

Marital Status___________________________________

Date of Death___________________________________

Parents Name___________________________________

Place of Work___________________________________

Insurance Company______________________________

Policy Number__________________________________

Military Service__________________________________

Organization Affiliations

  1. _______________________
  2. _______________________
  3. _______________________

Notes

________________________________________________________________________________________________________________________________________________________________________________________

Bank Accounts – Remove money and close

  1. __________________________
  2. __________________________
  3. __________________________
  4. __________________________
  5. __________________________
  6. __________________________

Credit Cards – Payoff and close

  1. __________________________
  2. __________________________
  3. __________________________
  4. __________________________
  5. __________________________
  6. __________________________

Retirement Accounts – Remove money and close

  1. __________________________
  2. __________________________

Housing

  • Landlord/Rent________________
  • Mortgage____________________

Utility Companies – Cancel servicesPlanning Checklist

  1. __________________________
  2. __________________________
  3. __________________________
  4. __________________________
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