Share This Checklist

  • Decide on the tone of the event (e.g., casual, formal, joyous, reflective).
  • Identify the main purpose: celebrating achievements, sharing memories, or honoring their legacy.
  • Choose a theme, if desired, that reflects their personality or passions.
  • Select a date that allows enough time for planning and family availability.
  • Coordinate with key family members and close friends to avoid scheduling conflicts.
  • Consider the best time of day for the event (e.g., morning, afternoon, evening).
  • Select a venue that suits the size of the gathering (e.g., home, park, community center).
  • Confirm availability and any necessary permits if the event is outdoors.
  • Ensure the venue is accessible for attendees with mobility needs.
  • Create a guest list of family, friends, colleagues, and community members.
  • Send invitations via email, mail, or event platforms like Evite.
  • Request RSVPs to estimate attendance and plan seating or catering.
  • Decide on key elements of the event, such as speeches, music, or a slide show.
  • Ask family or friends to share stories or read meaningful passages.
  • Plan for a moment of silence or a reflective activity, if desired.
  • Display photos, memorabilia, or keepsakes that represent their life and achievements.
  • Incorporate their favorite music, quotes, or traditions into the program.
  • Consider unique elements, like planting a tree, releasing balloons, or lighting candles.
  • Decide whether to serve a meal, buffet, or light refreshments.
  • Cater to dietary preferences or restrictions of attendees.
  • Coordinate with a caterer or ask family members to contribute dishes.
  • Arrange seating and table layouts to encourage mingling and sharing memories.
  • Ensure necessary audio/visual equipment is available for music, speeches, or a slideshow.
  • Create a schedule or timeline to keep the event organized.
  • Provide attendees with meaningful mementos, such as small tokens or handwritten notes.
  • Consider keepsakes that align with their legacy, like a favorite recipe or flower seeds.
  • Create a memory book where guests can write messages or share memories.
  • Assign someone to take photos or videos of the event.
  • Encourage guests to share their photos and memories afterward.
  • Create a digital or physical album as a keepsake for the family.

Leave Your Heirs The Gift Of Organization With a CLEAR Kit

Did you know?

The average estate takes 570 hours to administer.

Other Useful Checklists