Your Funeral
Pre-Planning Checklist

Thinking about your final arrangements is never easy, but planning ahead is one of the greatest gifts you can give to your loved ones. By taking the time to consider your preferences now, you can relieve your family of the stress of making difficult decisions later and ensure your life is remembered exactly as you wish. Pre-planning allows you to reflect on your values, traditions, and personal story — creating a service that truly honors who you are.
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Important Information
to Prepare

Pre-planning starts with organizing key details needed for official records and obituary writing. These details include your full legal name, Social Security number, date and place of birth, parents’ names, including mother’s maiden name, and highest level of education.

You might also include memberships, religious affiliations, civic groups, fraternal organizations, special honors, awards, or life achievements you want remembered.

For veterans, helpful records include military branch, rank, dates of service, discharge information, conflicts served, and service number. Keeping these details together gives your family clear guidance and helps ensure your life, service, and accomplishments are honored with care.

Choosing Service
and Ceremony Details

Pre-planning gives you time to choose how you want family and friends to remember and honor your life. Start with burial or cremation, the type of service you prefer, and where loved ones should gather. You might also include a visitation or viewing, along with any customs, traditions, prayers, or religious rites meaningful to you.

Personal details help make the service feel more meaningful. Clothing, flowers, music, readings, photos, keepsakes, and favorite memories help reflect your story. You might also list preferred charities for memorial gifts or choose a style for memorial stationery.

These choices give your family guidance and help create a service shaped by your values, relationships, and the life you shared.

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Including Loved Ones and Choosing a Resting Place

A service often feels most comforting when family and friends have a role. As you plan, think about who you would like to take part, such as clergy, an officiant, musicians, pallbearers, or loved ones who might share memories, readings, scripture, or a eulogy. Choosing these people ahead of time gives your family direction and helps create a gathering filled with love, comfort, and connection.

Your plan might also include cemetery arrangements. You might choose a cemetery, burial space, cremation placement, or mausoleum space. You might also select a memorial marker and write an inscription reflecting your life and legacy. Making these choices in advance helps honor your wishes and eases decisions for your loved ones during a tender time.