Funeral Planning Guide

This planning guide provides a simplified approach to thinking through your service plans or plans for a loved one. It does not capture all of the information that would be needed to complete a full pre-planned funeral but will help make some of the most important decisions in planning final arrangements. By completing this form you will be better prepared to meet with a funeral home or funeral pre-planner. They would then take the information you have provided on this form, add the additional information required for vital statistics and help you make final decisions on the arrangements. At that time you would also receive a complete estimate of costs and learn about the options there are for pre-planning and pre-payment.

Personal Information
Full Name
Postal Code
Phone  Email 
Date of Birth  Place of Birth 
Father's name  Mother's Name 
Marital Status

Work/Education History
Education Level Grade School High School Degree Masters Degree Doctorate
Company Name  Business Field 

Military Record     Did you serve in the military? Yes No

Funeral Service Request
Place of Service
Place of Visitation
Religious Denomination  Place of worship 
Lodge/Union Membership
Person in charge of final arrangements

Disposition Request
I Prefer
Cemetery  Section 
Address  Telephone 
I have made a last will and testament   Yes No
Location of Will

Summary Details
Additional instructions for us
Memorial requests or donations to charity
Please select from one of the options below:
Send me information about pre-arrangement
Contact me to set up an appointment
No appointment needed, just keep my requests and information on file