Pre-Planning


* - Required

1. Your Contact Information

Full Name*
Address*
City*
State*
Zip Code*
Country*
Phone*
E-mail*
Comments
Best time to contact you?

2. About the person you are planning for

Planning for
Marital Status
Full Name*
Address*
City*
State*
Zip Code*
Country*
Phone*
E-mail*
Date of Birth*
Place of Birth
 

3. Important Names in The Person's Life

Spouse's Name (include Maiden Name)
Parents' Names (Mother's Maiden Name)
Children & Spouses, Names & Locations
Names of Loved Ones Who Predeceased

4. Educational History - School, Training

Last Grade Attended or Year Graduated
Other Training, Degrees, Year Attained
Comments, Other Details

5. Military History - Service Details

Branch of Service, Highest Rank Attained
Tours, Locations, Duties
Date Enlisted and Discharge
Comments, Other Details, Military Honors Requested

6. Work History - Career Details

Occupation, Business or Industry
Company, Employer, Years of Service
Previous Employment, Comments, Other Details

7. Location History - Travel Details

Childhood City/State(s)
Other Places Lived - Years
Comments, Favorite Travel Details

8. Hobbies & Other Personal Interests

Favorite Pastimes
Memberships/Active In
Comment on what the person liked to do

9. Person to Finalize Arrangements Upon Death

Full Name
Address
City
State
Zip Code
Country
Phone
E-mail
Comments

10. Instructions on Final Disposition

Cemetery
Address
City
State
Zip Code
Country
Phone
E-mail
Arrangement

11. Service Location(s) and Officials

Clergy/Officiator
Place of Worship
Religion
Service Location

12. Memorial Instructions and Wishes

Special Instructions:
* Pallbearer Names,
* Clothing/Jewelry to be worn,
* Items for a Memento Display,
* Musical Selections (Played, Sung, Other),
* Favorite Literature or Poems,
* Favorite Passages of Scripture,
* Favorite Flowers/Color,
* Other Arrangements.