Planning Checklist

You can start preplanning online and our preplanning expert will follow up with you. If you’d prefer to meet in person, you can schedule an appointment with our preplanning counselor. Simply download the form below and bring it in for your consultation.

Soller-Baker Preplanning Form

We’ve compiled a list of everything you’ll need when it’s time to make arrangements, whether you are planning or preplanning:

  • Vital statistics (including)
    • Name of father
    • Name of mother, including maiden name
    • Education – elementary, high school, college, graduate school
  • Social Security number
  • Veteran information
    • Military service
    • Branch rank
    • Date of enlistment
    • Date of discharge
    • Name(s) of war/conflict(s) toured
    • Serial number
    • Copy of discharge documents
  • Affiliations
    • Fraternal, service, and union memberships
    • Special recognitions
  • Persons to contact
    • Children, relatives and friends to notify
  • Funeral preferences
    • Preferred clergy/celebrant
    • Names of pallbearers and honorary pallbearers
    • Preferred music, Bible verses, or poetry
    • Preferred clothing or jewelry
    • Burial property information
    • Special instructions
  • Location of important documents and passwords