Planning Checklist

What To Bring To Make Funeral Arrangements

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