Information for Pre-Need Funeral Planning

 

by Homesteaders
Life Company

 

Vital Statistics



  1. Full name and complete address
  2. How long at current/former residence(s)
  3. Occupation, job title, nature of work, and history
  4. Location of workplace
  5. Social security number
  6. Veteran's serial number
  7. Date and place of service, date of discharge
  8. Date of birth
  9. Place of birth
  10. Family origin
  11. Father's name
  12. Mother's maiden name
  13. Educational attainment



Paperwork and Documents to Collect



  1. Will
  2. Birth certificate
  3. Social security card
  4. Marriage license
  5. Military discharge
  6. Insurance policies (life, health, accident, property, auto)
  7. Bank books
  8. Stocks and bonds
  9. Property deed
  10. Cemetery deed
  11. Auto titles
  12. Tax returns, receipts, and cancelled checks

 

Decisions to Make



  1. Exact location of burial/disposition
  2. Location of service
  3. Casket
  4. Outer burial container
  5. Items for memento display
  6. Clothing and jewelry for deceased
  7. Service type (religious, fraternal, military)
  8. Selection of scripture and readings (poems, etc.)
  9. Clergy to officiate
  10. Register book, memorial/prayer cards
  11. Casketbearers
  12. Floral arrangements
  13. Music selections
  14. Transportation for family and guests, including funeral procession lineup