Decisions You'll Make in Preneed Planning

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Decisions You'll Make in Pre-Need Planning
Make a Resolution to Complete Estate and Funeral Planning
Tips on Wills


Information for Pre-Need Funeral Planning



Vital Statistics



  1. Full name and complete address

  2. How long at current/former residence(s)

  3. Occupation, job title, nature of work, and history

  4. Location of workplace

  5. Social security number

  6. Veteran's serial number

  7. Date and place of service, date of discharge

  8. Date of birth

  9. Place of birth

  10. Family origin

  11. Father's name

  12. Mother's maiden name

  13. Educational attainment



Paperwork and Documents to Collect



  1. Will

  2. Birth certificate

  3. Social security card

  4. Marriage license

  5. Military discharge

  6. Insurance policies (life, health, accident, property, auto)

  7. Bank books

  8. Stocks and bonds

  9. Property deed

  10. Cemetery deed

  11. Auto titles

  12. Tax returns, receipts, and cancelled checks


Decisions to Make



  1. Exact location of burial/disposition

  2. Location of service

  3. Casket

  4. Outer burial container

  5. Items for memento display

  6. Clothing and jewelry for deceased

  7. Service type (religious, fraternal, military)

  8. Selection of scripture and readings (poems, etc.)

  9. Clergy to officiate

  10. Register book, memorial/prayer cards

  11. Casketbearers

  12. Floral arrangements

  13. Music selections

  14. Transportation for family and guests, including funeral procession lineup





 



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