Preplanning Checklist

Preplanning Checklist To help you get started, here is a checklist of information that will be needed when preplanning funeral arrangements: * Full legal name * Date of birth * Place of birth * Father’s name * Mother’s maiden name * Social Security number * Veteran’s information (if applicable) * Military branch * Dates of service * Type of discharge * Cemetery plot location * Obituary information * Names of survivors * Special requests * Funeral service preferences * Type of service * Pallbearers * Music * Readings * Clothing * Casket selection * Vault selection * Headstone or marker selection * Final resting place * Financial arrangements * Payment method * Insurance policies * Trusts * Savings accounts