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

    • 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

Planning Resources

Online Planning Form

Start making your own funeral or cremation arrangements right here on our website.

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Meet with a Professional

Our compassionate, professional team is available to you whenever you need us.

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Find answers to some of the most common funeral-related questions.

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