Pre-Planning Checklist

Ways to Plan Ahead:



  • Gather personal information for your obituary.

  • Choose a charity to direct donations to, if desired.

  • Choose a funeral home.

  • Make note of any special instructions you desire for your services and final disposition.


Funeral Service

  • Choose burial or cremation.

  • Select a casket or cremation container.

  • Choose the location and type of service.

  • Decide whether you’d like to have a viewing or visitation.

  • Choose floral arrangements.

  • Select which photographs and memorabilia you’d like to display.

  • Consider any customs, traditions, or religious rites that are important to you and your family.

  • Choose the clothing you’d like to be dressed in.

  • Select music and hymns, if desired.

  • Select a style for your stationery and memorial register book.

  • Arrange transportation for your physical remains and your family.

  • Brainstorm any additional ways you’d like to personalize the services or pay tribute to your accomplishments, hobbies, personality, and life story.



  • Choose a clergy member or officiator to preside over the service.

  • Select any musicians whose talents you’d like to employ.

  • Select pallbearers.

  • Choose friends or family members to perform the eulogy, read scripture, or prepare a speech.



  • Choose a cemetery.

  • Select a burial or cremation plot, or a mausoleum, if appropriate.

  • Decide between above- and below-ground burial.

  • Select a memorial or grave marker and inscription.


Information You'll Need:


Vital Statistics

  • Your father’s name

  • Your mother’s maiden name

  • Your highest level of education

  • Your social security number

  • Your place of birth


  • Fraternal organizations

  • Service organizations

  • Union memberships

  • Any special recognitions you have

If you’re a veteran, you’ll also need to include:

  • Military service

  • Branch rank

  • Date of enlistment

  • Date of discharge

  • Name(s) of war/conflict(s) toured

  • Serial number

  • If possible, please supply a copy of your honorable discharge paperwork



There’s no need to make all the decisions right away. For personalized assistance in creating your plan, contact one of our experts to schedule a one-on-one meeting at (412) 655-4500.

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