Information for Pre-Need Funeral Planning

Vital Statistics

1. Full name and complete address


2. How long at current/former residence(s)


3. Occupation, job title, nature of work, and history


4. Location of workplace


5. Social security number


6. Veteran's serial number


7. Date and place of service, date of discharge


8. Date of birth


9. Place of birth


10. Family origin


11. Father's name


12. Mother's maiden name


13. Educational attainment

Paperwork and Documents to Collect

1. Will


2. Birth certificate


3. Social security card


4. Marriage license


5. Military discharge


6. Insurance policies (life, health, accident, property, auto)


7. Bank books


8. Stocks and bonds


9. Property deed


10. Cemetery deed


11. Auto titles


12. Tax returns, receipts, and cancelled checks

Decisions to Make

1. Exact location of burial/disposition


2. Location of service


3. Casket


4. Outer burial container


5. Items for memento display


6. Clothing and jewelry for deceased


7. Service type (religious, fraternal, military)


8. Selection of scripture and readings (poems, etc.)


9. Clergy to officiate


10. Register book, memorial/prayer cards


11. Casketbearers


12. Floral arrangements


13. Music selections


14. Transportation for family and guests, including funeral procession lineup