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Name: ______________________ Date: ____________
Immediate arrangements Medical examiner contacted, if the death was sudden, accidental, or unattended
Close family and friends notified
Organ or tissue donation wishes checked
Home, vehicles, and pets secured
Funeral home Pre-need contract or written wishes located
General Price List received and reviewedRequired under the FTC Funeral Rule.
Itemized statement of goods and services received before signing
Disposition Casket or urn chosen (you may supply your own)
Cremation authorization signed, if applicable
Cemetery Cemetery plot, niche, or scattering location chosen
Cemetery price list received (opening/closing, vault, marker)
Headstone or marker ordered
Service Type of service decided (funeral, memorial, graveside, celebration of life)
Date, time, and location set
Livestream arranged, if wanted
Transportation for family arranged
Obituary Obituary written
Obituary published (funeral home website, newspaper, online)
Officiant Clergy or officiant confirmed
Speakers and eulogists asked
Photos & tributes Photos gathered for display or slideshow
Video tribute prepared
Music Songs and hymns chosen
Musicians or playlist arranged
Flowers Casket spray or arrangements ordered
Preferred charity for donations named in the obituary
Death certificates Certified copies received
Social Security Death reported to Social Security (usually by the funeral home; otherwise call 1-800-772-1213)
Survivor benefits and the one-time death payment checked
Insurance Life insurance claims filed
Health, auto, and home insurers notified
Veterans DD-214 located
Military honors requested
Financial accounts Banks and credit unions notified
Retirement and investment accounts contacted
Credit cards and loans notified
Credit bureaus notified
Property Will and executor identified
Attorney consulted about probate, if needed
Vehicle and real estate titles reviewed
Utilities and leases handled
Digital accounts Email and phone accounts handled
Social media accounts memorialized or closed
Subscriptions canceled
Follow-up tasks Thank-you notes sent
Mail forwarded or stopped
Final tax returns planned with a tax professional
Grief support found for family members