Funeral / Celebration Of Life Planning Checklist Page 3

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Funeral Planning Checklist
Recording Personal Information
Making Specific Selections
 Extended family and friends
(See Funeral Information Sheet)
 Select casket or cremation container
 Doctor (G.P. or Specialist)
 Select burial vault or cremation urn
 Accountant
 Full legal name
 Choose cemetery
 Lawyer
 Residence
 Select burial or cremation plot
 Employer
 Date of birth
 Decide whether above or below
 Insurance agent
 Place of birth
ground
 Creditors
 Citizenship
 Select memorial grave marker and
 Clubs, unions, and organizations
 Personal Health number
inscription
 Financial advisor / banker
 Social Insurance number
 Select memorial register
 Bereavement counselor if needed
 Length of time in province
 Select memorial folders and
 Occupation
acknowledgment cards
Pay for the Following Services
 Business or industry
 Choose floral arrangement
 Marital status
 Funeral service
 Spouse’s full name
Participants
 Cemetery plot, perpetual care, and
 Father’s name
interment fees
 Mother’s maiden name
 Clergy or officiant
 Grave memorial, inscription, and
 Next of kin / Executor’s full name
 Organist or other musical
installation
 Next of kin’s address
 Pallbearers
 Service participants
 Nest of kin’s relationship
 Family or friend to perform eulogy
 Newspapers
 Doctor’s name & address
 Family or friend to read scripture or
 Death certificates
participants
 Flowers
Making Service Choices
 Food / catering for reception
Transportation
 Hospitals
 Choose a funeral home
 Ambulance
 Set time and date of service
 Transfer from place of death to
 Choose location of service
funeral home
Personal Data of Deceased
 Apply for burial permit
 Funeral coach
 Apply for death certificates
 Clergy car
 Elementary school attended
 Choose burial or cremation
 Family limousine
 High school attended
 Request preparation and embalming
 Pallbearer limousine
 University attended
 Choose family viewing or visitation
 Funeral escort
 Military record
 Decide if jewelry is to remain or be
 Family and professional history
returned
Documents to Locate
 Offices or positions held
 Supply clothing for deceased
 Accomplishments: personal and
 Select photographs to be displayed
 Will
professional
 Select musical selections, hymns,
 Deed to cemetery plot
 Citations
and solos
 Birth certificate
 Hobbies, activities, and interests
 Select scripture or literature to be
 Marriage certificate
 Charities and other special requests
read
 Citizenship papers
 Compose and submit obituary
 Insurance policies
 Choose charity to direct donations to
 Bank documents
Please note: the preceding list is only a
 Display religious or fraternal items
 Title to property
guideline; actual arrangements will be
 Arrange location and food for
 Vehicle ownership
unique to each individual.
reception
 Tax returns
 Military discharge papers
People to Contact
Twiford Direct - Elizabeth City: (252) 335-4395 , Manteo: (252) 473-2449, Hatteras: (252) 986-2554 - 24 Hours

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