Pre-Planning Checklist

The following checklist will help you prepare and create your personalized plan.

General Planning:

  • Choose a funeral home.
  • If desired, choose a charity to direct donations in your memory.
  • Gather personal information:
    • Addresses and contact information
    • Executor information
    • Your type of work done most of working life
    • Mother’s full name (including maiden name)
    • Father’s full name
    • Parents place of birth (City/Province/Country) 
    • Social Insurance Number
    • Health Card Number

Funeral Service:

  • Choose burial or cremation
  • Select Casket style or cremation container/urn
  • Choose location for service and type of service
  • Choose floral arrangements, if desired
  • Choose photos for memorabilia and stationary
  • Consider any customs, traditions or religious rites that are important to you and your family
  • Choose any clothing that you would like to be dressed in
  • Select hymns and music and type of music
  • Choose a Clergy member or officiant to preside over your service
  • If burial, choose pallbearers

Write Your Own Obituary:

  • Just get started.  No matter how incomplete it is, it will be of benefit to others.
  • Read other obits for ideas.  
  • Say what your life means to you.  This part may be hardest for others to describe
  • Find Three Words.  Think of the right three words that would aptly sum up your life and conclude your obituary. 
  • Use this project as an opportunity.  You can, for example, expand your work into a longer memoir or family history. You can also use this as an opportunity to make those other arrangements such as a “living will” and funeral wishes.
  • Include a recent photo as well as one of a younger you, if you wish, with the other information.
  • Leave your composition in a place where it can be readily accessed when it is needed. Inform your next of kin where this information, as well as your funeral wishes, is stored so it is available when needed.
  • Update as required.

Final Place of Rest:

  • Choose a Cemetery
  • Select burial plot or mausoleum
  • Select a memorial or grave marker and inscription
  • Decide who will keep your urn
  • Decide who will scatter your ashes and where.


Remember, there is no need to make all these decisions right away. 

Our Funeral Directors are here to provide assistance in creating a plan that is personalized just for you.