Funeral Checklist

If you are planning your funeral, take some time to put your personal affairs in order so your family and loved ones at least have some chance in finding personal papers and documents they will need to deal with administrating your estate after your death. Additional preparation checklists and everything you need to organize the funeral you want NOT the funeral you can afford can be found in The Complete Guide To Funerals Keep all the original documents and information safe - but somewhere your executor or partner can easily lay their hands on them when the time comes. It’s a good idea to have a copied working file on the computer or in a folder as well, so the originals stay pristine. So here’s most of the information you need when someone dies - but bear in mind if there are unusual circumstances, like an accident or crime, far more time and paperwork may be involved.

Personal information
1. Name 2. Address 3. How long has the deceased lived at the current residence 4. Occupation 5. Employer 6. Social security number 7. Veteran’s serial number 8. Military discharge date 9. Date of birth 10. Place of birth 11. Father’s name 12. Mother’s maiden name 13. Death certificate 14. Information for any eulogy

Funeral and medical expenses
15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. Estate/inheritance taxes Funeral expenses Cemetery plot and opening and closing costs Monument and engraving charges Obituary Clothing/dry cleaning Transportation Doctors Nurses Medical practioners Ambulance Hospital/nursing home Medications and drugs

Dealing with personal affairs
28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. Paying outstanding bills Will location Birth certificate Marriage license Divorce certificate Insurance policies Bank and savings books Stocks and bonds Property deed Cemetery deed Auto titles Inform the tax authority Inform any pension providers

The big day
41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. Exact location of burial or cremation Funeral service location Coffin/casket type Any other burial container Items for memento display Clothing and jewelry for deceased Service type (religious or non-religious) Selection of scripture and readings Clergy to officiate Funeral director preference Time for visitation and service Register book, memorial/prayer cards Casket/pall bearers Flowers Music Transporting family and guests Reviewing and signing all paperwork Answering phone calls, messages, and letters Necessary meetings with funeral director, lawyer, clergy, cemetery, etc. Arrange transportation and lodging for out-of-town guests Acknowledging those who help in a special way Funeral service details and considerations

Informing those that need to know
63. 64. 65. 66. 67. 68. 69. 70. 71. 72. Relatives Friends Cemetery Former employers and work colleagues Newspaper notices and obituaries Religious, fraternal, and civic organizations and unions Lawyer Accountant Executor Credit card companies