Funeral Planning Checklist

Your Compassionate, Empowering Gift To Your Loved Ones

Planning ahead for your funeral is one of the most compassionate and empowering gifts you can give your loved ones—and yourself. While it's not always easy to think about end-of-life arrangements, having a thoughtful plan in place ensures your wishes are honored, your family is spared unnecessary stress, and your legacy is protected.

That’s why Legacy of Love created the Advance Planning Checklist: a comprehensive, easy-to-follow guide to help you organize essential information, make informed decisions, and take control of your final wishes.

What Is the Advance Planning Checklist?

Our Advance Planning Checklist is a free, downloadable tool designed to guide you step-by-step through the key elements of funeral and estate planning. Whether you’re exploring traditional burial, cremation, or green funeral options, this checklist provides clarity and peace of mind. Most importantly—it gets you started.

What’s Included?

This checklist covers all major areas of pre-planning a funeral and estate planning, including:

1. Personal & Legal Documentation

• Birth certificate, social security card, passport
• Marriage, divorce, and veteran’s records
• Will, trust, power of attorney, and advance care directive

2. Financial & Property Planning

• Life insurance, mortgages, titles, and investments
• Bank accounts and credit information
• Contact info for key advisors (legal, financial, insurance)

3. Digital & Personal Arrangements

• Login credentials for important accounts
• Pet care decisions
• Document storage and family communication tips

4. Funeral Planning Options

• Traditional, cremation, or green funeral checklists
• Burial and ceremony details
• Personalized service preferences (music, readings, flowers)

5. Memorial and Reception Planning

• Celebration of life ideas
• Catering and venue preferences
• Memorial markers, guestbooks, and keepsakes

Why Plan Ahead?

• Reduce Stress: Eliminate guesswork and emotional burden on your family during an already difficult time.
• Maintain Control: Make decisions that reflect your values, preferences, and budget. Recent studies show that without a funeral plan, families can spend 20% to 40% more on a funeral service.
• Protect Your Legacy: Ensure your estate, wishes, and story are carried out exactly as you desire.

Download the Checklist

Ready to get started? Download the Advance Planning Checklist PDF and take the first step toward peace of mind today.

Need Help Planning?

If you’re unsure where to begin pre-planning a funeral or would like personalized guidance, our experienced pre-planning counselors are here to help. We’ll walk you through every step of the process and make sure nothing gets overlooked.

Contact Us Today

Contact Form    833-888-0355

Legacy of Love is proud to support families through every step of life—and beyond. Let us help you turn thoughtful planning into a meaningful legacy.

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