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Planning Funeral Services

Funeral Service Planning Checklist


Service Details

  1. Date:
  2. Time:
  3. Location:
  4. Burial:
    1. Has the burial plot been purchased in advance (Yes or No)?
    2. If No:                                               
      i. Who needs to be contacted regarding plot purchase?
      ii. How much is the cost of the plot?
  1. Wake (Yes or No):
    1. If Yes:
      i. Date
      ii. Time
      iii. Location



Documents Needed – Initial Arrangement Conference with the Funeral Director

Insurance Papers:

  1. Policy Number(s)
  2. Company Name, Address, and Phone Number
  3. Beneficiary Information


Information for Death Certificate

  1. Full name of deceased
  2. Address of Deceased
  3. Date of Birth
  4. Social Security Number
  5. Name of Attending Physician
  6. Educational Background (highest grade attained)
  7. Father’s Name:
  8. Mother’s Maiden Name
  9. Marital Status
  10. Occupation During Most of the Deceased’s Working Years


VA Forms (if needed):

  1. DD214 (discharge papers)



Information To Gather As You Plan The Service (To Be Given to the Funeral Director)

Program Information:

  1. Obituary
  2. Order of Service Participants (Clergy, Choir/Soloists, Tributes/Reflections, etc.)
  3. Poems/Bible Verses/etc.
  4. Photo(s)


Information for Newspaper Notices:

  1. Names of newspaper(s) that will run the notice



  1. Outer garments
  2. Under garments
  3. Socks/Hosiery (shoes are optional)
  4. Glasses (if needed)
  5. Jewelry/Special keepsakes (if needed)
  6. Hairpieces/Wigs (if needed)
  7. Make-Up (if needed)