Free planning guide
Funeral Planning Checklist
Organizing preferences and information in advance can give loved ones a useful starting point during an emotionally difficult time.
What to organize
- Record remembrance or service preferences you want your family to consider.
- Gather contact details for people and organizations your family may need.
- Identify where relevant insurance and financial records can be found.
- Preserve biographical details, photographs, stories, and other meaningful information.
Educational information only: This guide is for organization and preparation. It is not legal, medical, tax, financial, funeral-directing, or insurance advice.