Thinking about one’s own passing can be uncomfortable, but we want to make the preplanning process as simple as possible for you.

Here’s a checklist covering everything you’ll need to make your arrangements. Whether you’re making your own plans, or helping a friend or family member with theirs, we’ll make the process seamless.

  • 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