Suggestions for Those Who Plan My Funeral

The following lists are some items to consider when planning your funeral and advising loved ones of your intentions. Remember to be flexible with your suggestions and to give as much detail as you wish to those who will be planning the final details.

It is our recommendation that this information should be shared with family members, clergy, the funeral director, and attorneys.  Keep in mind that simply placing it in your safe deposit box at the bank may not allow it be accessed at the time when it would be most valuable.

Printable Form (Adobe .pdf / Word 6.0)

Biographical Information

• Name
• Address
• Place & Date of Birth          
• Occupation/Employer
• Level of Education (i.e. 2 years of college)
• Veteran Status
• Social Security Number
• Parents Names including mother's maiden name
• Marital Status
• Survivors

Obituary Information

• Name, Age (if desired)
• Career Background
• Club Memberships/Offices, Volunteerism, Hobbies/Interests
• Military Information
• Predeceased Family Members
• Surviving Family Members
• Funeral Service Details
• Preferred Charities for Memorial Gifts
• List of Newspapers where the obituary should be listed

Funeral Service Preferences

• Preferred Minister, Preferred Funeral Home
• Burial or Cremation, Place of Final Dispostion
• Place of Funeral or Memorial Service
• Place & Hours of Public Visitation
• Preferences for Selection of Casket or Urn
• Preferences for Selection of Burial Vault
• Names of Pallbearers
• Flower Arrangements
• Musical Selections and/or Musicians
• Stationery Selections
• Clothing and/or Jewelry Instructions