Preplanning Checklist

Preplanning Checklist

Preplanning involves making choices about services and gathering information to reflect one's life. Below you will find a information that will assist with planning a service and personal information that can be used to draft an obituary.

Creating a complete pre-arrangement includes selecting service preferences and providing the necessary biographical information; but it is important to keep in mind that you do not have to make all decisions at once, it can be an ongoing process.

Service Preferences

Funeral Service

  • Choose burial or cremation.
  • Select a casket or cremation container.
  • Choose locations and types of services.
  • Choose floral arrangements or charities for memorial contributions.
  • Select which photographs and memorabilia you’d like to display.
  • Consider any customs, traditions, or religious rites that are important to you and your family.
  • Choose the clothing you’d like to be dressed in.
  • Select music and hymns, if desired.
  • Choose a theme for decorations and stationery at your services.
  • Arrange transportation for your physical remains and your family.


  • Choose a clergy member or officiator to preside over the service.
  • Select any musicians whose talents you’d like to employ.
  • Select pallbearers.
  • Choose friends or family members to perform the eulogy, read scripture, or prepare a speech.

Final Disposition

  • Choose a cemetery.
  • Select a burial plot or mausoleum.
  • Select a memorial or grave marker and inscription.
  • Decide who will keep your urn.
  • Decide who will scatter your ashes and where.

Information You'll Need

Biographical Information

  • Your father’s name
  • Your mother’s maiden name
  • Your level of education
  • Your social security number
  • Spouse's full name
  • Anniversary date
  • Full names of family members
  • Occupation and Place of Employment
  • Hobbies, interests, etc.


  • Church membership and activities
  • Fraternal organizations
  • Service organizations
  • Union memberships
  • Any special recognitions you have

Military Service Information

  • Military service
  • Branch rank
  • Date of enlistment
  • Date of discharge
  • Name(s) of war/conflict(s) toured
  • Serial number