Pre-Planning Checklist

For many, it feels like there’s an overwhelming amount of things to think about! But in all honesty, taking control of the important things in life just feels good; you know it’s the right thing to do for you, and your family.


Laying the foundation for a well thought out plan for you or a loved one takes a bit of time, but, it’s worth every moment spent. After all, you’re setting the stage for a more relaxed and enjoyable life, because you’ll have the peace-of-mind preparedness brings. Here’s what to do to get started:

– Prepare a contact list of individuals who should be notified in a medical emergency or death.

– Write an obituary or simply jot down information you would like included in an obituary.

– Decide where obituary and memorial information should appear.

Choose the type of service you would like including the burial you prefer and make those arrangements. You will need to decide:

– Cemetery lot location

– Casket type; cremation urn type

– Vault or sectional crypt

– Type of service: religious, military, non-denominational, or fraternal

– Pallbearers, music, flowers, scripture or other readings

– Charity to receive donations in lieu of flowers, if donations are preferred

– Select the speakers and the eulogies that you would want to represent you.

– Decide what organizations or church will benefit from memorial donations in your name.

Arrange and Delegate

The people who know and care about you will be there when you need them. You only need to provide them with instructions, important financial details, and then relax. You’re in good hands.

– Give your Executor a copy of your Will. Safety deposit boxes are often opened up during the estate settlement process, long after the funeral. Any funeral planning documents therein can be of no help to your executor.

– Make sure your representative has a list of important account information or telephone numbers for retirement plans, insurance policies, investments, bank accounts, safe-deposit boxes, properties, preferred law and accountant firms and mortuaries. Remind your personal representative that the Social Security Administration will need to be called and, if you’re receiving benefits such as those from the Veteran’s Administration, they should be contacted as well.

– Designate a power of attorney to ensure that proper information can be accessed in the event of your illness or death. Make sure a durable power of attorney for health care and a living will are in place so that your wishes are carried out if you are unable to do so.

– Make arrangements for telephone and utilities services, and newspaper and magazine deliveries, to be cancelled.

Pay for:

– Cemetery and memorialization services

– Funeral arrangements, including clergy, florist and transportation

– Make arrangements for pets to find a new home.

You can also contact us for additional information. We’re pleased to answer any questions you may have, without obligation.

Forty-nine things that you must do on the most difficult day of your life.


1) The Doctor or Coroner
2) The Funeral Director
3) The Cemetery or Memorial Park
4) The Minister and Church
5) All the Relatives
6) All the Friends
7) Employers of mourners who must be absent from work
8) Organist and Singer
9) Pallbearers
10) Insurance Agents
11) Unions and fraternal Organizations
12) Newpapers
13) Attorneys, Accountant or Executor of Estate


14) Providing vital statistics about the Deceased
15) Preparing and signing necessary papers
16) Providing addresses for all interested people who must be notified
17) Answering innumerable sympathetic phone calls, messages and letters
18) Meeting and talking with everyone about all details
19) Greeting all friends and relatives who call
20) Providing lodging for out-of-town guests
21) Prepare home for visitors
22) Planning funeral car list


23) Cemetery/Mausoleum Property
24) Memorial or Monument
25) Casket
26) Vault or Outer Case
27) Clothing
28) Flowers
29) Music
30) Food
31) Information for Obituary
32) Time and Place of Service
33) Transportation
34) Cards of Thanks


35) Doctors and Nurses
36) Hospital
37) Medicine and Drugs
38) Funeral
39) Cemetery Lot
40) Interment Service
41) Minister
42) Musical Selections
43) Florist
44) Clothing
45) Transportation
46) Telephone and Telegram
47) Food
48) Memorial or Monument

49) Current or Urgent Bills (mortgage, taxes, etc.)

Phone: (305) 821-1421
Fax: (305) 821-1721
14200 NW 57th Avenue
Miami Lakes, FL 33014