Pre-Planning Guide
Tips in Pre-Planning
- Be sure to talk through your funeral plans with those who care about you. Remember,
the funeral is for them.
- Be sure to notify your family and executor of your pre-arrangements.
- Your executor has the legal authority to finalize your funeral arrangements, so
please make sure it is someone you trust to carry out your wishes. If this is someone
other than your next of kin, be sure they know both what your funeral plans are
and where you have made them.
- You can make funeral pre-arrangements at the funeral home or in your own home, whichever
is most comfortable for you.
- Choose a funeral home that meets all of your needs in terms of the facilities they
have, their price, and their staff. Also be sure that the funeral home provides
a guaranteed prepaid funeral contract and decide whether or not you accept the bylines
in those agreement. Most funeral homes ask a small cancellation fee.
Pre-Planning Requirements
The following outlines the information you will need to gather before visiting with
one of our staff members and receiving the pre-planning packet.
- Vital Statistics
- Armed Forces Information
- Estate Matters (Will, Financial Notations, Banking, Credit Card information, Life
Insurance, Real Estate, Personal Assets, Personal Bequests)
- Social Security Information
- Veterans' Information
- Medical History
- Funeral Service Instructions
- Cemetery Memorialization Instructions
- Family Members/Relatives
- Close Friend/Advisors/Organizations to be notified
- Historical Data and Notes (Obituary and Legacy)
For more information, please see the following topic: