Family Funeral & End-of-Life Planning Checklist
A calm, organized way to record your wishes and the information your family will need. Print a blank copy to fill out by hand, or complete it here and generate a polished, personal document.
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Family Funeral & End-of-Life Planning Checklist
Prepared October 9, 2026 · For personal use only
Enter Your Information
Fill in as much or as little as you'd like. When you're ready, generate a polished printed copy below.
Key Contacts & Designations
Primary Person in Charge of Arrangements
Backup Person / Co-Planner
Primary Attorney / Estate Planner
Primary Financial Professional / CPA
Service & Personal Wishes
1. Disposition Preference
2. Preferred Providers & Locations
Cemetery / Plot Location / Contact Person
Place of Worship / Service Venue / Religious Presider
3. Type of Gatherings Desired
4. Traditions & Personal Elements
Key Individuals to Notify
Family, friends, former colleagues, groups
Essential Documents Location
Indicate where physical or digital copies of these critical documents are stored (e.g., home safe, safety deposit box, attorney's office, digital cloud folder).
Will / Trust Documents
Advance Directive & Health Care Proxy
Durable Power of Attorney
Birth Certificate & Social Security Information
Marriage / Divorce Records
Military Discharge Papers (DD-214)
Financial & Account Information
List institutions and account types. Exact balances are not required; the goal is to guide your contact on where to look.
Bank & Credit Union Accounts
Include up to 3
Investment & Retirement Accounts
Major Debts & Mortgages
Include up to 4
Monthly Automatic Payments & Subscriptions to Cancel
Life Insurance & Final Expense Coverage
Primary Life Insurance Policy
Other Primary Life Insurance Policy
Secondary / Final Expense Coverage
If applicable
Annual Review Log
Plans should be reviewed annually or after major life changes (e.g., marriage, move, birth of a child).
Review 1
Review 2
Review 3
This document is intended to guide family members and is for personal planning purposes only. It is not legal, financial, or medical advice. Review important decisions with the appropriate licensed professional.