Funeral Checklist

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Toggle Notify Authorities status

Notify Authorities

Toggle If the death occurs outside of a hospital or nursing home you may need to notify authorities of the death status

If the death occurs outside of a hospital or nursing home you may need to notify authorities of the death

Call your local emergency number to report the death. The authorities will call the coroner. Although it may not actually be necessary to call the coroner, it is a good idea to do so, especially if the deceased had insurance policies.

Toggle Notify close relatives and friends. status

Notify close relatives and friends.

Toggle The police are required to notify next of kin status

The police are required to notify next of kin

But there will likely be other relatives that should be included, especially if they need to travel some distance to attend the funeral. Don't forget to include close friends.

Toggle You or the authorities may call the funeral home that will be taking care of the arrangements for the funeral and calling hours. status

You or the authorities may call the funeral home that will be taking care of the arrangements for the funeral and calling hours.

Toggle Notify relatives status

Notify relatives

Note on the relatives who will be having a part in planning the calling hours and details of the funeral and set up a time to meet with the funeral director to finalize the plans.

Toggle Discuss who will be responsible for funeral expenses for billing purposes status

Discuss who will be responsible for funeral expenses for billing purposes

If there is an executor for the estate of the deceased, this person usually handles this responsibility, but it is entirely up to the family to determine who should handle this responsibility. Often families will divide this responsibility between several family members.

Toggle Gather the information status

Gather the information

You will need it for the completion of the death certificate at the funeral home. Parent's names including middle initials, also the social security number and date of birth of the deceased, their place of work (Name and address) and occupation of the deceased. See Vital Statistics Form.

Toggle The funeral director status

The funeral director

Toggle The funeral director will guide you through the much of the planning process status

The funeral director will guide you through the much of the planning process

Use the following checklist to when meeting with your funeral director.

Toggle Consider embalming the body status

Consider embalming the body

Toggle This decision will determine the timing of many decisions you make. status

This decision will determine the timing of many decisions you make.

Toggle The law requires bodies that are not embalmed be buried sooner than bodies that are embalmed. status

The law requires bodies that are not embalmed be buried sooner than bodies that are embalmed.

Toggle Clothing & Jewelry status

Clothing & Jewelry

Toggle If this will be a traditional burial you need to consider clothing & jewelry status

If this will be a traditional burial you need to consider clothing & jewelry

(If this will be a cremation you can eliminate this step.)

Toggle Clothing status

Clothing

You may want to bring this with you when you meet with the funeral director to make the plans, but this is not essential.

Toggle Jewelry status

Jewelry

Remember any special pins or jewelry. Special pins would include but are not limited to Union and association membership pins. Also Watches, earrings, necklaces, tie tacks, cuff links, or anything that the deceased particularly liked or directed to be included.

Toggle Consider the type of burial status

Consider the type of burial

Toggle Cemetery plot status

Cemetery plot

;If one has been previously purchased, bring the deed to the plot with you, if you have it, to the funeral home when you make your plans. If you know you have a plot but don't have the deed in your possession, the funeral director can contact the cemetery overseer to arrange confirmation. Otherwise a plot will need to be purchased. The funeral director will assist you with this.

Toggle Vault status

Vault

;Your funeral director will describe the various types available.

Toggle Mausoleum status

Mausoleum

Toggle Select the casket or container. status

Select the casket or container.

;Wood - Metal - Cardboard (cremation) - Urn

Toggle Open or closed casket status

Open or closed casket

Toggle Decide whether it will be opened or closed casket status

Decide whether it will be opened or closed casket

;Some clergy persons insist that the casket be closed for the memorial service. If you have a specific wish for the casket to remain open during the service, be sure to specify this when selecting a clergy person to deliver the eulogy.

Toggle Calling hours status

Calling hours

Toggle Decide on calling hours at the funeral home. status

Decide on calling hours at the funeral home.

Toggle Some families choose not to have calling hours at the funeral home status

Some families choose not to have calling hours at the funeral home

There is great flexibility and the time(s) selected should try to accommodate the needs of the family and friends.

Toggle Traditionally hours have been from 2 to 4 and 7 to 9 p status

Traditionally hours have been from 2 to 4 and 7 to 9 p

m. as these hours can accommodate friends who have to work day or evening shifts.

Toggle Funeral services status

Funeral services

Toggle If you plan to have a funeral service, you need to consider when and where the service will be conducted. status

If you plan to have a funeral service, you need to consider when and where the service will be conducted.

Toggle When status

When

Toggle Before burial or cremation status

Before burial or cremation

Toggle After burial or cremation status

After burial or cremation

Toggle Where status

Where

Toggle The funeral home status

The funeral home

Toggle Church/Temple/Mosque status

Church/Temple/Mosque

Toggle At the graveside status

At the graveside

Toggle Special Ceremonies status

Special Ceremonies

Toggle Some Fraternal Orders and the Military may provide special ceremonies for the funeral service. status

Some Fraternal Orders and the Military may provide special ceremonies for the funeral service.

Toggle Check with the local branch of the service the deceased was enlisted in or the Fraternal Order for more information. status

Check with the local branch of the service the deceased was enlisted in or the Fraternal Order for more information.

Toggle Seating arrangements for the funeral service status

Seating arrangements for the funeral service

Toggle The funeral director should be aware of the relationships of people attending to seat them appropriately. status

The funeral director should be aware of the relationships of people attending to seat them appropriately.

Toggle Compose the Obituary status

Compose the Obituary

Toggle Vital statistics status

Vital statistics

Toggle Memberships and associations status

Memberships and associations

Toggle Hobbies status

Hobbies

Toggle See Writing an obituary status

See Writing an obituary

Toggle Publishing an obituary status

Publishing an obituary

Toggle Decide on which newspapers or other publications will be used to place the obituary notice. status

Decide on which newspapers or other publications will be used to place the obituary notice.

Toggle Local status

Local

Toggle Regional status

Regional

Toggle Internet status

Internet

Toggle Flower arrangements status

Flower arrangements

Toggle Decide on the type of flower arrangements to be provided by the family status

Decide on the type of flower arrangements to be provided by the family

Relatives and other well wishers may also need to be advised as to your desired floral selections.

Toggle Casket Spray status

Casket Spray

Toggle Lid arrangements status

Lid arrangements

Toggle Standing spray status

Standing spray

Toggle Matching baskets status

Matching baskets

Toggle Specialty pieces (floral hearts, crosses, and bible) status

Specialty pieces (floral hearts, crosses, and bible)

Toggle Pictures or photo album status

Pictures or photo album

Consider setting up pictures or a photo album to remind well wishers and family of good times or special events in the life of the deceased.

Toggle Eulogies status

Eulogies

Toggle Decide who will deliver the eulogy status

Decide who will deliver the eulogy

Toggle Clergy status

Clergy

Toggle Friend status

Friend

Toggle Combination status

Combination

Toggle Video eulogy status

Video eulogy

Toggle Special Recognition status

Special Recognition

Toggle Consider special recognition for accomplishments of the deceased. status

Consider special recognition for accomplishments of the deceased.

Toggle Athletic status

Athletic

Toggle Political status

Political

Toggle Religious status

Religious

Toggle Scientific status

Scientific

Toggle Memorial cards (optional) status

Memorial cards (optional)

Toggle Choose from funeral home offerings status

Choose from funeral home offerings

Toggle Have unique cards printed status

Have unique cards printed

Toggle Print your own status

Print your own

Toggle Pall bearers status

Pall bearers

Toggle Arrange for pall bearers status

Arrange for pall bearers

Usually 4 to 6 men are needed.

Toggle Ask friends or relatives (usually not next of kin) status

Ask friends or relatives (usually not next of kin)

Toggle Ask funeral home to arrange for this service. status

Ask funeral home to arrange for this service.

Toggle Music at calling hours or funeral status

Music at calling hours or funeral

Toggle Generic funeral home selections status

Generic funeral home selections

Toggle Favorite recordings of the deceased status

Favorite recordings of the deceased

Toggle Other soothing instrumentals status

Other soothing instrumentals

Toggle Grave site transportation status

Grave site transportation

Toggle Consider who will provide transportation for the family to the grave site status

Consider who will provide transportation for the family to the grave site

Transportation of the deceased is usually provided by the funeral home.

Toggle Friends and Family status

Friends and Family

Toggle Funeral home limo status

Funeral home limo

Toggle Grave marker status

Grave marker

Toggle A temporary marker may be selected if a permanent marker has not been purchased or engraved. status

A temporary marker may be selected if a permanent marker has not been purchased or engraved.

Toggle Engrave present stone status

Engrave present stone

Toggle Purchase new stone status

Purchase new stone

Toggle Veterans plaque status

Veterans plaque

Veterans may be eligible for a marker plaque.

Toggle Special ;insignia status

Special ;insignia

A member of a service or charitable organization may be eligible for special insignia to be fixed to the marker.

Toggle Wake or special gathering status

Wake or special gathering

Toggle Decide if there will be a wake or other gathering to celebrate the life of the deceased status

Decide if there will be a wake or other gathering to celebrate the life of the deceased

Consider where and when to hold this gathering.

Toggle Where status

Where

Toggle When status

When

Toggle Food status

Food

Toggle Drink status

Drink

Toggle Accommodating out of town relatives status

Accommodating out of town relatives

Toggle Consider how to accommodate relatives. status

Consider how to accommodate relatives.

Toggle Assist with travel plans status

Assist with travel plans

Toggle Airport pick up status

Airport pick up

Toggle Lodging status

Lodging

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Presented by:

Campbell Rodriguez

Campbell Rodriguez

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Introduction

Planning a funeral can be an overwhelming task during a challenging time. Our Funeral Checklist provides you with a structured approach to ensure that no important detail is overlooked. From notifying authorities to arranging for pall bearers, this template helps you manage all aspects of the process with sensitivity and care. Click Save to customize your checklist and utilize our Checklist App's features, such as syncing across devices and collaborating easily with family members, ensuring everyone stays informed during this difficult time.

Who it's for

This Funeral Checklist is for anyone who wants a simple, practical way to get things done without missing steps.

  • Avoid forgetting - keep all your Funeral essentials in one place (external memory)
  • Save time - start from a proven Funeral structure instead of a blank page
  • Stay on track - track progress, come back later, and keep momentum
  • Coordinate with others - share the list and divide responsibilities
  • Learn the process - follow the steps in a sensible order, even if it's your first time

How to use it

How to use this Funeral Checklist

  • Save Funeral Checklist to your free Checklist account so your progress is saved and synced across devices.
  • Customize it in the app: remove anything that does not apply, then add your own details for Funeral (dates, sizes, addresses, notes).
  • If others are involved, invite them to collaborate and divide responsibilities.
  • Work through the list: check items off as you go, and set reminders for time-sensitive steps.

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