Home > Funeral Planning Guide & Record


Use this printable guide to record everything your family will need when the time comes. By creating your Advance Funeral Planning Guide and Record, you will effectively ease your family’s distress at the very time when they most need relief.

Your family's many tasks will involve myriad decisions and pulling together of much necessary information. The strain of amassing these necessary details will be greatly eased if they are kept all together in a designated place.

Don't put it off - print it now and fill it in. Then tell your family where it will be kept, along with any other documents such as your Will, a Life Insurance policy, or even a CD with the musical playlist of your life - the favourite songs to be played at your Funeral or Life Celebration.

Personal Information:

•Your Name (first, middle, last):

•Date of Birth:

•Place of Birth:

•Current Address:



•Marital Status:

•Spouse’s Name (first, middle, last):

•Spouse’s Maiden Name:

•Father’s Name (first, middle, last), Date of Birth, Place of Birth:

•Mother’s Name (first, middle, last), Date of Birth, Place of Birth:

•Mother’s Maiden Name:

Work, Education, Military History:

•Education (0 – 12):

•College or University (1 – 5+):


•Business / Company:

•Military Branch of Service:

•Military Serial Number:

•Date Enlisted:

•Rank at Discharge:

•Date of Discharge:

•Discharge on File At:

•Copy of Discharge Papers (if yes, attached):

•Name of War(s), Years Served:

Funeral or Life Celebration Information:

•Person in Charge of Funeral Decisions & their Contact Information:

•Place of Service or Life Celebrations & Contact Information:

•Funeral Home & Contact Information:

•Religious Denomination:

•Place of Worship:

•Person to Deliver Eulogy & Contact Information:

•Music Selections I Would Like Played at My Service:

•CD Compilation (if you’ve compiled a CD of these selections, also note its whereabouts):

Newspaper Information:

•Newspaper(s) of Choice for Obituary:



•Brothers and Sisters:


•List any other Significant People:

•List any other Significant Details for Obituary:

Special Instructions:

•Life Insurance Policy Number (if Advance Planning includes this):

•Funeral Home Contact for Pre-Need Plans &/or Funding (if Advance Planning includes this):

•Bank Savings Account for Funeral Costs (if one has been set up for this):

•Estate Executor(s) & Contact Information:

Disposition Preferences:

•I Prefer Earth Burial or Cremation:

•Cemetery & Contact Information:

•Location preferred for Cremation Urn &/or Keepsake(s):

•Scattering Location, if preferred:

•I Have Made a Last Will & Testament:

•Location of Will:

•Any Social Media URLs / Passwords:

Any Other Funeral or Memorial Services Information, Instructions or Preferences:

Memorials or Donations to Charity:

Decisions & Documents Time Chart:

Personal Information That is Needed Immediately:

To Be Arranged Within A Few Hours:

Payment Arrangements For:

Documents Needed:

  • Social Security number or Social Insurance number
  • Date and Place of Birth
  • Occupation
  • Family and key contact telephone numbers
  • Military service number
  • Citizenship
  • Parents’ names and places of birth
  • Cremation or burial?
  • Above or below ground?
  • Cemetery, Columbarium Niche, Scattering, Cremation Urn &/or Keepsakes to be kept by Loved One(s)
  • Funeral Home
  • Merchandise - casket, cremation urn, vault
  • Service - time, place, scriptures, music, flowers, etc.
  • Casket bearers, Urn bearers, Transportation
  • Cremation or Cemetery service and merchandise
  • Funeral Service
  • Clergy
  • Florists
  • Clothing
  • Transportation
  • Medical and health care expenses
  • Will
  • Birth Certificate
  • Death Certificates - 10 copies minimum
  • Marriage License
  • Insurance - life, health, accident, house, car, funeral
  • Property Deeds
  • Auto Ownership
  • Income Tax returns
  • Military Discharge papers

Name (print)



Thank you for completing your Funeral Planning Guide and Record. It will most certainly be of invaluable help to your family.