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Preplanning Checklist

Preplanning Checklist

The following checklist will help you create your personalized plan.

Ways to Plan Ahead:

 

General

  • Gather personal information for your obituary.
  • Choose a charity to direct donations to, if desired.
  • Choose a funeral home.
  • Make note of any instructions for your services and final disposition.

Final Disposition

  • Choose a cemetery.
  • Select a burial plot or mausoleum.
  • Select a memorial or grave marker and inscription.
  • Decide who will keep your urn.
  • Decide who will scatter your ashes and where.

Information You'll Need


Personal Information

  • Your father’s name
  • Your mother’s maiden name
  • Your level of education
  • Your social security number

Affiliations

  • Fraternal organizations
  • Service organizations
  • Union memberships
  • Any special recognitions you have

Military Service Information

  • Military service
  • Branch rank
  • Date of enlistment
  • Date of discharge
  • Name(s) of war/conflict(s) toured
  • Serial number

Remember...


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.

Arrange Online or Call us at 1-833-CO-Care8 (1-833-262-2738)


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Crafted with care by Frazer Consultants