Preplanning Checklist

At Roberson Funeral Home & Crematory, we’ve made planning a funeral easy. We have provided a helpful preplanning checklist to prepare your service in advance.

Below is list of documents needed for the arrangement process. Whether you are preplanning for yourself or assisting a loved one, this funeral preplanning worksheet will make the process seamless.

  • Vital Statistics (including)
    • Name of father, place of birth, year
    • Mother’s maiden name, place of birth, year
    • Education – elementary, high school, college, graduate school
  • Social Security Number
  • Veteran Information
    • Military service
    • Branch rank
    • Date of enlistment
    • Date of discharge
    • Name(s) of war/conflict(s) toured
    • Serial number
  • Affiliations
    • Fraternal, service and union memberships
    • Special recognitions
  • Persons to Contact
    • Children, relatives and friends to notify
  • Funeral Preferences
    • Preferred clergy/celebrant
    • Names of pallbearers and honorary pallbearers
    • Preferred music, bible verses or poetry
    • Preferred clothing or jewelry
    • Burial property information
    • Special instructions
  • Location of important documents and passwords