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