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Pre-Planning Checklist


We are delighted to help you create a memorialization as unique and special as you are! 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. For a printable PDF of this, click HERE.  While it seems like there's a lot here, we can help simplify and streamline this process for you - just CONTACT US.

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.


  • 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:


  • Gather personal information for your obituary

  • Choose a charity to direct donations to, if desired

  • Choose a funeral home (we offer an alliance with a discount provider)

  • Make note of any special instructions you desire for your services and final disposition

Funeral Service

  • Choose burial, cremation or entombment

  • Select a casket or cremation container

  • Choose the location and type of service

  • Decide whether you’d like to have a gathering 

  • Choose a floral arrangement

  • Select which photographs and memorabilia you’d like to display

  • 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 music and hymns, if desired

  • Select a style for your stationery and memorial register book

  • Arrange transportation for your physical remains and your family

  • Think if you’d like to personalize the services or pay tribute to your accomplishments, hobbies, personality, and life story.


  • Choose a clergy member or officiator to preside over the service

  • Select any musicians whose talents you’d like to employ

  • Select pallbearers

  • Choose friends or family members to perform the eulogy, read scripture, or prepare a speech


  • Choose a cemetery

  • Select a burial plot, a cremation plot, a mausoleum crypt or niche

  • Select a memorial or grave marker and inscription if below-ground

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 meeting.

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