Preplanning Checklist

Dealing with the loss of a loved one can be overwhelming. Pre-planning your funeral service can ease the burden on survivors and help ensure your final wishes are honoured.

Decisions to consider

• Choose which funeral home and director you would like to use
• Decide what type of service you want (traditional, cremation, donation, etc.)
• If burial, decide where you want to be buried
• Meet with the funeral director to review casket and urn options
• Choose clothing options if applicable
• Select a location for the service (funeral home, place of worship, sentimental place, graveside)
• Decide on flowers, or preferred charitable donations
• Choose pallbearers and who will officiate or participate
• Select music for the service
• Write an obituary or notes for what should be included

Documents and contacts

• Make sure your executor has a copy of the will
• Share important account information with a trusted person
• Designate someone as power of attorney
• Have someone prepared to cancel utilities and subscriptions
• If possible, prepay arrangements to free your family from financial burden

Download our arrangement information form to begin gathering details.