PRE-PLANNING CHECKLIST

Below you will find a list of things to think about when pre-planning. You can also contact us at any time for additional information. We are available to answer any questions that you may have, without obligation, at 724-537-5575. Prefer to ask questions via email, use our Contact Form to reach out to one of our funeral directors.


Prepare a Plan. Here's what to do to get started: 

  • Prepare a contact list of individuals who should be notified in a medical emergency or death.
  • Write an obituary or simply jot down information you would like included in an obituary and decide what newspapers you would like your obituary to appear in.
  • Choose the type of service you would like, including the burial you prefer, and make those arrangements. You will need to decide:
    • Cemetery lot location
    • Casket type or Cremation Urn Type
    • Vault (if applicable) 
    • Type of service: religious, military, non-denominational, or fraternal
    • The contact details for the funeral home you designate to care for you
    • If donations are preferred, what charity would you like to receive memorial donations
    • Flowers, pallbearers, music, scripture or other readings
    • Select the speakers and the eulogies that you would want to represent you

Getting Your Affairs in Order with your Loved Ones

  • Give your Executor a copy of your Will
  • Make sure your Executor has a list of important account information. These can include: 
    • Retirement plans
    • Insurance policies
    • Investments
    • Bank accounts
    • Safe-deposit boxes
    • Properties
    • Preferred law and accountant firms and mortuaries.
  • Designate a power of attorney to ensure that proper information can be accessed in the event of your illness or death.

Pre-Payment

Finalize a pre-payment plan to relieve your family of the funeral expense at the time of need. Fully funding funeral expenses in advance is not a requirement of pre-planning, but guarantees that your loved ones won’t have any financial obligation toward funeral home services and merchandise at the time of your passing. Some things you can pay for in advance are:

  • Cemetery and memorialization services
  • Funeral services, including items that will need to be paid for outside of the funeral home charges (Ex: Flowers, clergy, obituary notices, death certificates, etc.)
  • Casket or Cremation Urn
  • Vault