Pre-Planning Checklist

For many, it feels like there’s an overwhelming amount of things to think about! But in all honesty, taking control of the important things in life just feels good; you know it's the right thing to do for you, and your family.


Laying the foundation for a well thought out plan for you or a loved one takes a bit of time, but, it's worth every moment spent. After all, you’re setting the stage for a more relaxed and enjoyable life, because you’ll have the peace-of-mind preparedness brings. Here’s what to do to get started:

- Prepare a contact list of individuals who should be notified in a medical emergency or death.

- Write an obituary or simply jot down information you would like included in an obituary.

- Decide where obituary and memorial information should appear.

Choose the type of service you would like including the burial you prefer and make those arrangements. You will need to decide:

- Cemetery lot location

- Casket type; cremation urn type

- Vault or sectional crypt

- Type of service: religious, military, non-denominational, or fraternal

- The contact details for the funeral home you designate to care for you

- Pallbearers, music, flowers, scripture or other readings

- Charity to receive donations in lieu of flowers, if donations are preferred

- Select the speakers and the eulogies that you would want to represent you.

- Decide what organizations or church will benefit from memorial donations in your name.

Arrange and Delegate

The people who know and care about you will be there when you need them. You only need to provide them with instructions, important financial details, and then relax. You’re in good hands.

- Give your Executor a copy of your Will. Safety deposit boxes are often opened up during the estate settlement process, long after the funeral. Any funeral planning documents therein can be of no help to your executor.

- Make sure your representative has a list of important account information or telephone numbers for retirement plans, insurance policies, investments, bank accounts, safe-deposit boxes, properties, preferred law and accountant firms and mortuaries. Remind your personal representative that the Social Security Administration will need to be called and, if you're receiving benefits such as those from the Veteran's Administration, they should be contacted as well.

- Designate a power of attorney to ensure that proper information can be accessed in the event of your illness or death. Make sure a durable power of attorney for health care and a living will are in place so that your wishes are carried out if you are unable to do so.

- Make arrangements for telephone and utilities services, and newspaper and magazine deliveries, to be cancelled.

Pay for:

- Cemetery and memorialization services

- Funeral arrangements, including clergy, florist and transportation

- Make arrangements for pets to find a new home.

You can also contact us for additional information. We're pleased to answer any questions you may have, without obligation.

                          Personal Information Needed for Death Certificate
1. Full Legal Name:  
      (First, Middle, Last, Prefix(if any) and Maiden Name (if any))         
Name as you would like it listed:           
      (Dr. Jenny Davis; R. John Smith; James "Buddy" Jones, i.e.)     
2. Sex:                       
3. Race:                                                        
4. Ancestry:
5. Social Security Number:
6. Date of Birth:                                           
7. City of Birth:  (City & State or Country)
8. Residence:   (Street & Number, city, Zip Code, County)                   
            Is it in the city limits?    YES    or     NO    
9. Ever in the US Armed Forces?    YES    or     NO     What branch?       
            (if yes, you will need to provide DD-214 (discharge paper) to receive a flag                    and other veteran benefits)
10. Marital Status:  (Choose one)    MARRIED  -  WIDOWED  -  DIVORCED  -                        MARRIED BUT SEPARATED  -  NEVER MARRIED
11. Spouse's Name: (First, Middle, Maiden Name)
12. Father's Name: (First, Middle, Last)
13. Mother's Name: (First, Middle, Maiden Name)
14. Decedent's Education:  (Choose One, Highest Level Reached)                                           Associates Degree                            Bachelors Degree                   
          Masters Degree                                Doctorate Degree
          Some College but No Degree          High School Graduate or GED Completed
          Grade completed _________ (if no diploma or GED)                                             15. Descendant's Usual Occupation:             
           Industry (Kind of Business):                                     Employer:
16. Informant: (First, Middle, Last)                  
           Mailing Address:                        
           City, State, Zip Code:                                          County:                        
           Phone Numbers:                                       Email:
17. Disposition:  (Choose one)         BURIAL      or     CREMATION                           18. Place of Burial or Cremation: