Preplanning Checklist

Preplanning checklist

We firmly believe in the importance of preplanning. So we’ve created an easy, convenient checklist for you to start the process. You can review it at your leisure, in the privacy of your own home, then notify us of your decisions. And if you have questions, we’re here to help.

Here’s a beginning checklist of everything you may need for your first visit with us:

  • 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