This workbook is private by design. Everything you type stays on this device, in your browser. We do not see it, store it, or receive it unless you choose to share your contact details at the end. You can close this page and come back; your answers will be here.

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About You

Full Legal Name

Date of Birth

Place of Birth

Veteran Status

People to Notify First (names and phone numbers)

A note on sensitive details: do not enter your Social Security number or account passwords here or anywhere online. Keep those in a sealed document with your will, and tell one trusted person where it is.

Your Preference

Disposition

Burial Cremation Green or natural burial Still deciding

Cemetery or Resting Place (if known)

Do You Already Own a Plot or Niche?

Anything Else About Your Preference

The Service You Would Want

Type of Gathering

Religious or Cultural Elements

Military Honors Desired?

The Feeling You Would Want

Music, Readings, or Speakers

Vital Information for Your Family

Funeral homes must file a death certificate. Having these details written down spares your family from searching for them on the hardest day.

Occupation (most of your life)

Highest Education

Father's Full Name

Mother's Full Name (incl. maiden)

Spouse's Name (if applicable)

Location of DD-214 (veterans)

Documents and Practical Matters

Where Your Will or Trust Is Kept

Life Insurance (company and where the policy is)

Existing Preneed or Burial Contracts

Attorney or Executor Contact

Other Practical Notes

Your Story

Notes for Your Obituary

Memorial Gifts (charities you would suggest)

Your Family Summary Printable

When you are ready, print a clean, family-ready summary of everything above to keep with your important papers. Sharing your contact details is optional and simply lets a licensed funeral professional follow up for a no-pressure preplanning conversation, if and when you want one.

Your workbook answers stay on this device either way. Only your name and contact details are shared if you submit them.

Your summary is ready. Print it, keep a copy with your will, and tell someone you trust where it is. Revisit this page any time; your answers stay saved on this device.

Preneed Planning Workbook