Funeral Checklist

Planning a funeral, whether it is in advance or at the time of a loved one's death can be an overwhelming task.  To stay organized and to help keep small details top-of-mind, download this checklist and work through it as you prepare for the funeral or memorial service. 


There are three parts to the form:

1. A checklist with:

  • General Preparation Items
  • People Preparation Items
  • Funeral Preparation Items

2. A form to input the Deceased Personal Information to present to the funeral home or coroner to assist with Death Certificates and Obituary submission

3. A checklist with Other Items to Note and address after the funeral such as:

  • Bank Accounts
  • Credit Cards
  • Retirement Accounts
  • Housing Information
  • Utility Companies