Decisions You'll Make in Pre-Need Planning

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You will want to have the following information available when you pre-plan a funeral:

Family Information
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

 

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