Preplanning Checklist

Losing someone you love can be one of the most difficult experiences of life. When it occurs, we feel overwhelmed, confused and distracted. It can be so difficult to remember details and to make all the decisions that need to be made. Wouldn’t it be great if you had all these things listed in one place? Let us help you ensure that having this information at hand when it is needed most. Take some time now to fill out the following information, so that everything will be as easy as possible.

Vital Statistics (including)

  • Date of Birth
  • Place of Birth
  • Name of Father
  • Name of Mother including maiden name
  • Education - elementary, high school, college, graduate school
  • Social Security Number
  • Employment History
  • Marital Status including spouses name and date of marriage

Veteran Information

  • Military Service Branch
  • Rank
  • Date of Enlistment
  • Date of Discharge
  • Name(s) of war/conflict(s) toured
  • Serial Number


  • 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

  • Cemetery Deed
  • Military Discharge Paperwork (DD214)
  • Insurance Policies
  • Banking Information