Pre-Planning Checklist

Pre-Planning Checklist

Pre-Planning Checklist
There are many important decisions to be made when pre-planning your end-of-life needs. Preparing and laying a solid foundation for your loved ones may take a little time, but once this important step is taken care of, you will have peace-of-mind for yourself and your family.

Buchanan Funeral Service has prepared a checklist of items to think about or bring with you to your pre-planning meeting.

Click to download and print the checklist.


It is important to create first steps for your executor, friends and family and make the process a little less stressful and maybe just a little easier. Also, be sure to share your pre-planning items so your wishes are carried out perfectly.

  • Create a contact list including names, addresses and phone numbers of those who should be notified in a medical emergency or death.
  • Contact details for Buchanan Funeral Service to care for you.
  • Make notes of things you would like included in an obituary. Also, include where the obituary should appear.

Think about what type of memorial service you prefer. Consider the tone and atmosphere and how would you like family and friends to celebrate your accomplishments and life – truly honoring your memory.

  • Do you prefer burial or cremation?
  • Do you have a cemetery lot? What is the location?
  • What type or color of casket or urn type do you prefer?
  • Would you like a vault?
  • What type of service–religious, military, non-denominational?
  • Who would the pallbearers be?
  • What type of music or scripture or readings do you like and what type of flowers or colors do you prefer?
  • Are there any speakers you would like to include?
  • Do you want to choose a charity, church or organization to receive memorial donations in lieu of flowers?

Even through pre-planning there will still be items to finalize and take care of. You should think about a list of people who you know and care about you. Prepare them with instructions and financial details.

  • Provide your executor a copy of your Will.
  • Also provide a list of important bank account information, telephone numbers for insurance policies, retirement plans, investments, safe-deposit boxes, properties and law firms.
  • Remind your executor to call the Social Security Administration and if you are receiving benefits, such as from the Veteran's Administration, they should be contacted as well.
  • Designate a power of attorney to ensure information can be accessed in the event of illness or death. Ensure a durable power of attorney for health care and a living will are in place in the event you are unable to do so.
  • If you have a pet, think about making arrangements on who will take care of it or find it a new home.
  • Designate a manager for any online accounts such as email, social media or otherwise with instructions to sustain, delete and/or close.

Financial Arrangements
Although not necessary, by locking-in today's pricing you will save your family's hard-earned money and relieve the extra stress financial burdens can create. Your money will be safe and secure until the needs arise.

  • Pay for the cemetery plot, marker and services.
  • Pay for funeral arrangements, transportation and clergy. 

We are here to help. Please use the questions above to start your thought-process, but remember we are here to answer any questions to may have or offer additional information. Just give us a call at (405) 722-5262.