Planning Checklist

Here is a list of documents you need to obtain before planning your arrangements. Whether you’re planning for yourself or assisting a loved one, this comprehensive checklist guarantees that no detail will be overlooked.

Vital Statistics (including) 

  • Name of Father, place of birth, year
  • Mother’s Maiden Name, place of birth, year
  • Education – elementary, high school, college, graduate school

Social Security Number

Veteran Information

  • Veteran Information
  • Military Service
  • Branch Rank
  • Date of Enlistment
  • Date of Discharge
  • Name(s) of war/conflict(s) toured
  • Serial Number

Affiliations

  • Fraternal, Service and Union Memberships
  • Special Recognitions

Persons to Contact

  • Children, Relatives and Friends to Notify

Funeral Preferences

  • Preferred Clergy/Celebrant
  • Names of Pallbearers and Honorary Pallbearers
  • Preferred Music, Bible Verses or Poetry
  • Preferred Clothing or Jewelry
  • Burial Property Information
  • Special Instructions

Location of Important Documents and Passwords

Download Checklist