Planning Checklist


Here you will find our preplanning checklist reviewing all of the documents needed to finalize your preferences. Whether planning for yourself or a loved one, bringing this required paperwork to our arrangement meeting makes the process seamless.

  • Vital Statistics (including)
    • Father’s name, Place of Birth
    • Mother’s Maiden Name, Place of Birth
    • Education – elementary, high school, college, graduate school
  • Veteran Information
    • Military Service
    • Branch Rank
    • Date of Enlistment
    • Date of Discharge
    • Name(s) of war/conflict(s) toured
    • Service Number
  • Affiliations
    • Fraternal, Service and Union Memberships
    • Special Recognitions
  • 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