How To Plan A Funeral Checklist

Contact immediate family members to inform them of the passing of the loved one.

Obtain the death certificate from the attending physician, hospital, or relevant authority.

Funeral homes typically require a death certificate to proceed with making funeral arrangements, including obtaining burial or cremation permits and coordinating other aspects of the funeral service.

Reach out to extended family members, friends, and close contacts to inform them of the death.

Appoint a family member or close friend as the primary point of contact for coordinating funeral arrangements and disseminating information.

Choose a reputable funeral home to assist with funeral arrangements.

Schedule a meeting with the funeral director to discuss funeral options and make arrangements.

Determine whether the deceased will be buried or cremated.

If opting for burial, select a cemetery and burial plot. If choosing cremation, decide on a crematorium.

Decide on the type of service (traditional, memorial, celebration of life, etc.) and its location, date, and time.

Secure an officiant or clergy member to lead the funeral service.

Select a casket for burial or an urn for cremation.

Arrange transportation for the deceased and family members to the funeral service and burial site, if applicable.

Plan the order of service, including readings, music, speakers, and any special tributes or rituals.

Arrange for floral arrangements for the funeral service and burial site.

Organize a reception or gathering following the funeral service for attendees to come together and share memories.

Write an obituary and prepare announcements to be published in newspapers or online platforms.

Inform insurance companies, banks, and other relevant institutions about the death.

Many insurance policies, such as life insurance, health insurance, and annuities, require prompt notification of the insured's death to initiate the claims process. Failing to notify these companies promptly can delay the processing of claims, which may be critical for covering funeral expenses and providing financial support to dependents.

Arrange for assistance with tasks such as catering, venue setup, and logistics on the day of the funeral.

Arrange lodging for out-of-town guests attending the funeral.

Create memorial items such as programs, guest books, or personalized mementos for attendees.

Confirm all arrangements with the funeral home and communicate the details of the service to family, friends, and other attendees.