Pre-Planning Checklist

There are many important decisions that go into planning a funeral, but making those arrangements beforehand gives you time to consider all of your options.

Here are just a few of the important items we will cover with you. For a more extensive list, please contact us for a free copy of our Funeral Planning Guide.

Vital Statistics

This includes your legal name, your father’s name, your mother’s maiden name, your level of education, occupation and social security number.


Are you a member of any fraternal, service, union or community organizations? Many of these types of groups offer special remembrance opportunities for funerals. Some even offer funeral benefits.

Veteran Discharge Papers

If you are a veteran, you will need a copy of your DD-214 (separation papers). If you do not have one, we can assist with requesting a copy from the National Archives.


What is most important to be included in this lasting memorial of your life? Generations to come will read your obituary to learn about their ancestors and heritage. Compile a current list of survivors so when the time comes, your family can simply edit the list and not have to worry about leaving anyone out (during crisis, it can be hard to remember everyone and their spouse’s names, along with correct spellings).

Funeral Service

Do you want to choose burial or cremation? What type of casket or urn? Do you have a favorite flower, color or hymn? How can we personalize your service in a way that pays tribute to your personality, accomplishments, hobbies, and life story?


Do you have a clergy member or officiant you prefer? Are there any musicians that you want included? How about pallbearers? Consider family members to perform the eulogy, read scripture passages or poems, or prepare a special speech.

Final Resting Place

If you choose burial, what is your cemetery of choice? If you choose cremation, what is your ultimate plan for the resting place for your cremated remains? Consider the design and text of any memorial markers.

Get Started

Remember, there is no need to make all of these decisions right away. The purpose of pre-planning is to allow yourself the time you need to consider your options and make choices that are right for you.

For personalized assistance in creating your plan, schedule a meeting with us via our online calendar [link to Calendly] or call us at 847-741-1128 to schedule a one-on-one meeting at your convenience.