Funeral Planning Checklist

Are you looking at making plans for either yourself or a loved one for a funeral? There are a lot of costs and surprises that can occur if you don’t properly plan for it. On top of that you can make sure and include yours and/or your loved ones wishes and not have to worry about scraping up the funds or making plans down the road. Microsoft has created a Funeral Planning Checklist which is available for download on this page. It is absolutely free and can be edited to best work for you.

Using the Funeral Planning Checklist

When you first open the Funeral Planning Checklist it comes populated with the following information in the first section, starting with the Notify Information:

  • Doctor or hospice nurse
  • Coroner
  • Funeral home
  • Clergy
  • Relatives and friends
  • Executor of will
  • Insurance Company
  • Policy number
  • Bank account number(s)
  • Credit card account number(s)
  • Professional organizations
  • Veteran’s discharge or claim number
  • Employer
  • Landlord
  • Utility companies
  • Post Office
  • Social Security office
  • Social Security number

There is a lot to keep a track of. The next section of the Funeral Planning Checklist, Funeral Decisions, includes the following information:

  • Cemetery property
  • Gravestone inscription
  • Clergy
  • Time and place of visitation
  • Casket or urn
  • Clothing for the deceased
  • Pallbearers
  • Flowers and florist
  • Music and musicians
  • Readings and readers

The next section of the Funeral Planning Checklist, Information for Obituary includes:

  • Date of death
  • Date of birth
  • Age
  • Marital status
  • Place of birth
  • Education
  • Cause of death
  • Father’s name
  • Mother’s name
  • Spouse’s name
  • Children’s names
  • Other survivors
  • Memorial

The Funeral Planning Checklist takes everything into consideration to make sure that the information is easily accessible in regards to making an unpleasant situation get taken care of in the easiest way. Again, you can easily edit the list to include any additional information or wishes as well. Download the Funeral Planning Checklist today to make sure you have everything taken care of as well.

Download: Funeral Planning Checklist

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