Planning Checklist

Here is list of documents needed for the arrangement process. Whether you are preplanning for yourself or assisting a loved one, this checklist will make the process seamless.

• Vital Statistics (Including)
• Deceased Date of Birth, Place of Birth, Date of Death
• Name of Father, Place of Birth, Year
• Mother’s Maiden Name, Place of Birth, Year
• List of Surviving Family Members
• Education – Elementary, High School, College, Graduate School
• Social Security Number
• Insurance Policies
• Deeds to Burial Property
• Drivers License
• Veteran Information
• Military Service
• Branch Rank
• Date of Enlistment
• Discharge papers or Active Service papers
• Name(s) of War/Conflict(s) Toured
• Serial Number
• Affiliations
• Fraternal, Service, and Union Memberships
• Special Recognitions
• Charitable Organizations
• Persons to Contact
• Names and e-mails of persons to be notified
• Funeral Preferences
• Church affiliation with preferred clergy or celebrant
• Names of Pallbearers and Honorary Pallbearers
• Preferred Music, Bible Verses, or Poetry
• Preferred Clothing or Jewelry
• Burial Property Information
• Special Instructions
• Any Other Important Documents and Passwords