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)

• Legal Name of Funeral Recipient
• Legal Address of Funeral Recipient
• Social Security Number
• Date & Place of Birth (City, State, Country)
• Domestic Status (never married, married, divorced, widow)
• Father’s Name
• Mother’s Name & Maiden Name
• Name of Person in Charge of Funeral
• Address & Phone Numbers for Person in Charge of Funeral
• Race
• Hispanic Origin?  Yes or No    If yes, Country of Origin
• Education – Highest Grade Level Completed
• Occupation or Job Title
• Kind of Business or Industry
• Name & Address of Last Employer
• Name & Phone Number of Medical Doctor

Veteran Information

• Discharge Papers (DD-214)
• Branch Rank
• Date of Enlistment
• Date of Discharge
• Name(s) of war/conflict(s) toured
• Serial Number
• Would you want Military Honors?

Affiliations & Obituary Information

• Fraternal, Service or Union Memberships
• Special Recognitions
• Names of Relatives (Spouse, Children, Siblings, Grand/ Great Grandchildren)
• Previous Places of Residence
• Previous Jobs
• Colleges / degrees received / Year
• Clubs or Hobbies
• Would you like in lieu of flowers, to suggest memorial donations to any group or charity?

Persons to Contact (leave this list for your next of kin)

• Children, Relatives and Friends to Notify

Funeral Preferences

• Preferred Clergy/Celebrant/Religious Faith
• Names of Pallbearers and Honorary Pallbearers
• Preferred Music, Bible Verses or Poetry
• Preferred Clothing or Jewelry
• Burial / Cremation / Entombment
• Special Instructions

Leave a List of the Location of Important Documents and Passwords for Your Next of Kin