Pre-Planning Checklist

Thinking about your final arrangements is never easy, but planning ahead is one of the greatest gifts you can give to your loved ones. By taking the time to consider your preferences now, you can relieve your family of the stress of making difficult decisions later and ensure your life is remembered exactly as you wish. Pre-planning allows you to reflect on your values, traditions, and personal story, creating a service that truly honors who you are.

Gathering Important Information

Services often feel most meaningful when loved ones are part of them. As you plan, consider who you’d like to participate—whether clergy or an officiant, musicians, pallbearers, or family and friends who may wish to share memories, scriptures, or eulogies. Thinking about these roles in advance allows you to choose individuals who will bring comfort and connection to the occasion.


Cemetery arrangements may also be part of your plan. This can involve choosing a cemetery, selecting a burial or cremation plot, or deciding on above-ground placement in a mausoleum. You may wish to design a memorial marker and even write an inscription that reflects your legacy. By making these decisions now, you ensure your wishes are honored and spare loved ones from making them in a time of grief.

Considering Service and Ceremony Details

Pre-planning also allows you to shape how your life will be celebrated. Decisions to think through include whether you prefer burial or cremation, the type of service you envision, and where it will take place. You may also wish to decide if there will be a visitation or viewing, and whether special customs, traditions, or religious rites should be incorporated.


Beyond these choices, personalization plays a meaningful role. From selecting clothing, flowers, music, and readings, to preparing photos, memorabilia, or crafts for display, each element can help tell your story. You may also want to choose styles for memorial stationery, arrange transportation, or note any specific charities for memorial contributions. The goal is not simply to plan a service, but to create a reflection of your life, values, and relationships.

Involving Family, Friends, and Final Resting Place

Services often feel most meaningful when loved ones are part of them. As you plan, consider who you’d like to participate—whether clergy or an officiant, musicians, pallbearers, or family and friends who may wish to share memories, scriptures, or eulogies. Thinking about these roles in advance allows you to choose individuals who will bring comfort and connection to the occasion.


Cemetery arrangements may also be part of your plan. This can involve choosing a cemetery, selecting a burial or cremation plot, or deciding on above-ground placement in a mausoleum. You may wish to design a memorial marker and even write an inscription that reflects your legacy. By making these decisions now, you ensure your wishes are honored and spare loved ones from making them in a time of grief.