Funeral Checklist

Checklist of Funeral, Burial and Personal Items

The funeral preplanning process is relatively easy, and guarantees that important decisions are taken care of in advance. The result is a funeral that honors and celebrates your life. Fortis Family has prepared the following checklist, which will introduce you to the funeral planning process

Documents and items to locate

  • Deed to cemetery plot
  • Insurance papers
  • Birth certificate
  • Marriage certificate
  • All deeds and titles
  • Mortgages and notes
  • Automobile records, titles and registrations
  • Tax records
  • Bank account information
  • Credit card information
  • Safe deposit box location and key
  • Social Security benefits information
  • Benefits from any fraternal, veteran or union organizations
  • Veteran discharge papers
  • Citizenship papers

Personal Information to prepare for family

  • Information regarding the will (attorney, the executor)
  • Name of medical power of attorney, if one exists
  • Names of accountant, stockbroker or banker
  • Information about any real estate, stocks or bonds
  • Plans for any pets

Funeral Service Preparations

  • Select funeral home
  • Select casket or urn
  • Prepare death certificate
  • Select pallbearers
  • Choose a family viewing or a visitation
  • Select flowers
  • Select music
  • Select where to send memorial contributions
  • Arrange transportation
  • Select clothing/jewelry
  • Select which newspapers to notify
  • Prepare information for obituary (family history, education, professional history, activities, etc.)
  • Arrange reception (location and food)
  • List family and friends to notify

Church or Memorial Service Plans

  • Location of a church or memorial service
  • Select clergy
  • Name any family or friends that should deliver eulogy or participate in service
  • Select scripture or literature to read
  • Select photographs to display

Burial Preparations

  • Select cemetery plot
  • Select grave marker and inscription