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.
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.
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.