Checklist

Here is list of documents needed for the arrangement process. Whether you are preplanning for yourself or assisting a loved one, this checklist will make the process seamless.

• Vital Statistics (Including)
• Deceased Date of Birth, Place of Birth, Date of Death
• Name of Father, Place of Birth, Year
• Mother’s Maiden Name, Place of Birth, Year
• List of Surviving Family Members (parents, spouse, children, siblings)
• Education – Elementary, High School, College, Graduate School
• Social Security Number
• Insurance Policies
• Deeds to Burial Property
• Drivers License
• Veteran Information – DD214 Form
• Military Service
• Branch Rank
• Date of Enlistment
• Discharge papers or Active Service papers
• Name(s) of War/Conflict(s) Toured
• Serial Number
• Affiliations
• Fraternal, Service, and Union Memberships
• Special Recognitions
• Charitable Organizations
• Persons to Contact
• Names and e-mails of persons to be notified
• Funeral Preferences
• Church affiliation with preferred clergy or celebrant
• Names of Pallbearers and Honorary Pallbearers
• Preferred Music, Bible Verses, or Poetry
• Preferred Clothing or Jewelry
• Burial Property Information
• Special Instructions
• Any Other Important Documents and Passwords

When a loved one dies, family members are faced with a great deal of decisions and tasks. We are here to help.

Below is a list of the 100 Detailed Decisions you and your loved ones must address. It can be helpful to handle some of these matters in advance. Each item with an asterisk can be taken care of before the time of death.