Page 22 - Berg Mortuary - Planning Guide
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What To Do First – A Checklist
Please use this section to help navigate through the many things ahead to consider and
the decisions to make.
People to notify: Things to pay for:
The funeral home, to arrange Ambulance services, if any
for the transfer of the deceased (usually this Funeral arrangements, including
can be done within 1-2 hours although it clergy, florist and transportation
may take longer to obtain a release form Cemetery and memorialization services
from the hospital) and set an appointment Current and urgent bills (i.e mortgage, rent,
with you to make further arrangements taxes, telephones, etc).
Relatives, executor/executrix and friends
Employers, the employer of the deceased Meet with the funeral home and decide
and or Insurance agents (life, health and within a few hours:
accident) Clothing that the deceased will be
Religious, fraternal, civic and veterans buried in or cremated in
organizations and unions, if applicable Whether your loved one is to be buried,
Lawyer and accountant cremated or entombed
The funeral director will ask if
Secure the vital statistics of deceased: you have made any arrangements with a
Full length name – other names must be cemetery or crematorium. If you have
identified by “also known as” (AKA) not done this, you will need to visit the
Home address and telephone number cemetery.
Name of business or employer’s name Service details – would you like
address and telephone number a visitation period, formal service,
Industry and occupation a reception?
Military service serial number Whether a member of the clergy will be
Date and place of birth engaged for the service
Citizenship Pallbearers, music, pictures, flowers,
Father’s name and birthplace scripture or other readings
Mother’s name, maiden name Casket selection
and birthplace If you would like a charity to receive
Locate the will donations in lieu of flowers
22 | What To Do First – A Checklist
