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Pre-Planning Checklist

What to expect and things you will need to know for a pre-planning appointment. At this appointment, you will meet with one of our Family Service Counselors, who will go

What to expect and things you will need to know for a pre-planning appointment.

At this appointment, you will meet with one of our Family Service Counselors, who will go over your final wishes, and provide you with a cost estimate. You will be able to set up a payment plan, or pay in full at this time if you wish. You will need to be able to provide the following information (this is not an exhaustive list):

  • Name(s) of the person(s) for whom you are planning
  • Type of service desired: traditional burial or cremation
  • Spouse’s information, including maiden name if applicable
  • Marital Status
  • Date of Birth
  • Place of birth (City, state, country)
  • Place of Marriage
  • Date of Marriage
  • Father’s Full Name
  • Mother’s Full Name
  • Mother’s Maiden Name
  • Children
  • Sisters and Brothers
  • Work and education
  • Military service (locate a copy of your discharge papers to be kept on file)
  • Any memberships, lodges, church affiliation, etc.,
  • An obituary if you wish to provide one, otherwise a funeral director will work with your family at the time of your death to create one
  • Any newspapers other than the local paper where you wish to have an obituary/notification published
  • Special instructions for your service including:
    • Church or other location for service
    • Cemetery preference or location, section and lot if you already own burial property
    • Clergy, organist, other musicians, music preferences/dislikes
    • Service personalization ideas
    • Flower Preference
    • Casket Bearers (6)
    • Jewelry
    • Glasses
    • Clothing
  • Any other special instructions that you would like to include.

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