Pre-Planning Checklist

For many, it feels like there’s an overwhelming amount of things to think about! But in all honesty, taking control of the important things in life just feels good; you know it's the right thing to do for you, and your family.


Laying the foundation for a well thought out plan for you or a loved one takes a bit of time, but, it's worth every moment spent. After all, you’re setting the stage for a more relaxed and enjoyable life, because you’ll have the peace-of-mind preparedness brings. Advance funeral planning also relieves the emotional burden from your family of making these decisions, so they can concentrate on supporting each other. Also if you choose to pre-fund your arrangements, this relieves the financial responsibility from your family.

Here’s what to do to get started:

     - Give the contact details for the funeral home you designate to care for you to your family or caregiver

     - Prepare a contact list of individuals who should be notified in a medical emergency or death.

     - Write an obituary or simply jot down information you would like included in an obituary.

     - Decide where obituary and memorial information should appear.

You may document your wishes on our website or schedule an appointment with one of our funeral directors to personally discuss the type of services you would like so everything can be documented. We encourage you to discuss your wishes with your family, and welcome family members when making prearrangements for their support and ideas. The following are some decisions you will be making:

     - Traditional service with visitation and funeral with final disposition of burial or cremation

     - Cremation followed by memorial visitation and/or memorial service

     - Type of service: religious, military, non-denominational, or fraternal

     - Pallbearers, music, flowers, scripture or other readings

     - Select the minister/speakers and the eulogies that you would want to represent you

     - Casket

     - Vault or sectional crypt

     - Urn

     - Organizations or church to receive memorial contributions in your name

     - Cemetery lot location

Arrange and Delegate

The people who know and care about you will be there when you need them. You only need to provide them with instructions, important financial details, and then relax. You’re in good hands.

     - Give your Executor a copy of your Will. Safety deposit boxes are often opened up during the estate settlement process, long after the funeral. Any funeral planning documents therein can be of no help to your executor.

     - Make sure your representative has a list of important account information or telephone numbers for retirement plans, insurance policies, investments, bank accounts, safe-deposit boxes, properties, preferred law and accountant firms, and mortuaries. Remind your personal representative that the Social Security Administration will need to be called and, if you're receiving benefits such as those from the Veteran's Administration, they should be contacted as well.

     - Designate a power of attorney to ensure that proper information can be accessed in the event of your illness or death. Make sure a durable power of attorney for health care and a living will are in place so that your wishes are carried out if you are unable to do so.

     - Make arrangements for telephone and utilities services, and newspaper and magazine deliveries, to be cancelled.

     - Arrange for the care of any pets.

If you choose to relieve the financial burden from your family, you may pre-pay for:

     - Funeral arrangements

     - Cemetery and memorialization services


You can also contact us any time for additional information. We're pleased to answer any questions you may have, without obligation.