Funeral Checklists

It is important that you remember steps that need to be taken both before and after a funeral. It can be hard to remember everything during such a difficult time. On this page, we have included a pre-funeral checklist and a post-funeral checklist. The pre-funeral checklist is a list of items and information which you will need to provide to the funeral home upon meeting with the funeral director to prepare for the funeral of your loved one. The post-funeral checklist is a list of items that you will need to take care of after the funeral takes place. We hope that providing you with these lists will help to relieve you of some of the stress that a funeral may cause.

Pre-Funeral Checklist

To download and print the Pre-Funeral Checklist, please click the button below.

Deceased’s Social Security number

Remember to have your loved one’s Social Security number on hand during your meeting.

Deceased’s date of birth and place of birth

Date and place of birth are important to know in order to be prepared.

Deceased‘s father’s name and mother’s maiden name

Your loved one’s father’s name and mother’s maiden name are essentials.

Deceased’s education level and occupation

The education level and the job that your loved one held, if any, is important.

Deceased’s military record, including the DD214 (discharge paperwork)

These materials are important to obtain. We offer Veteran packages that you may be interested in.

Information for the obituary notice

If you would like to have a picture please bring that with you as well. Please list the names and relations of all persons you would like to have listed in the obituary as preceded in death or survived by. List any personal information about your loved on you would like to have in the obituary as well as any thank you statements you would like to have in the obituary. If you have an in lieu of please provide the name, address and other information needed to be placed in the obituary. Click here for a list of local organizations.

Clothing, glasses and jewelry

You may bring with you the clothing items you would like to have placed on your loved one to include full underclothing and sock. If you would like to have glasses placed on your loved on you may bring those as well. If you have jewelry to be placed on your loved one please talk to the funeral director about this before leaving that with the funeral home.

Clergy, beautician, organist/pianist or other musician

Snodgrass Funeral Home can provide you with any of these services you may need. Upon speaking with the Funeral Director let them know your need and preferences.

Music, pictures, videos and other special arrangements

You may want to talk to the funeral director about any requests you may have for special music, pictures, video requests or other special arrangements such as Dove Release, Full Military Burial etc….

Flowers

If you would like Snodgrass Funeral Home to take care of these arrangements for you please let the funeral director know at the time of your meeting as well as your preference of floral arrangements.

Types of services/arrangements/cemetery information/authorization

The Funeral Director will discuss with you the service arrangements and obtain the cemetery information from you.

Post-Funeral Checklist

To download and print the Post-Funeral Checklist, please click the button below.

Certified Copies of the Death Certificate

At the arrangement conference, Snodgrass Funeral Home will help you to determine the number of Death Certificates you need. Additional copies can be obtained by contacting the Funeral Home.

Mail Thank You Cards

Remember to mail out your thank you cards to those who have been there for you or shared their condolences. Mailing out thank you cards may be something that you intend to do but forget about during all of the chaos.

Change all utilities from the Deceased’s name

It is a good idea to use only your first initial and last name when listing your name in the phone book. This will help avert any unwanted or prank calls. Many, if not all, of these accounts should be placed in a joint account with another family member to help in processing future estates.

Contact all health insurance companies

You should notify the Health Insurance Company to stop coverage of the deceased as of the date of death.

Contact life insurance company

The insurance company will require a Certified Copy of the Death Certificate, the Insurance Policy, and a claim form to be completed and signed by the beneficiary. The claim form will be provided by the insurance company after they are notified of the death. Should you need assistance completing the form, please feel free to call the Funeral Home for assistance. You will also want to change those policies which the deceased was named beneficiary. Generally the owner of the policy must contact the insurance company to request a change of beneficiary form. This form is then completed and returned to the company. They will then return a rider which is attached to the policy showing the changes made. If you have an insurance agent locally, it is best to contact them for assistance.

Notify banking institutions

It is recommended that each banking institution, that the deceased had account in, be notified of the death. A Certified Copy of the Death Certificate may be needed by each bank. On any outstanding loans, you will want to check to see if there was life insurance carried on them. If so, your banker will advise and assist you with the details. You will want to remove the deceased’s name from all joint accounts (checking, savings, safety deposit box and any other that your banker recommends) and sign a new signature card for these accounts. This is for your protection, should someone try to gain access to these accounts they could not sign the deceased’s name to them to remove any funds. It is also recommended that if these accounts were held jointly, you may want to continue them to be joint accounts by placing the name of a family member or trusted friend on them with you. Again, this is for your protection. Should you become unable to access these accounts the other individual named could for you.

Contact automobile insurance companies

You should notify the Automobile Insurance Agent of the change of coverage to any and all automobile policies under the deceased’s name. Your agent will advise you of the proper change needed depending on the ownership changes to the automobiles.

Notify all credit card companies

Cancel and Close all accounts and all cards held individually by the deceased. Cut these cards and either return them to the company or discard them. Remove the deceased’s name from all jointly held cards. This is for your protection. Apply for credit card life insurance coverage held on the accounts of the deceased.

Contact attorney

Documents needed by the Attorney include the certified copies of the death certificates and the Will. Your attorney will advise you as to any other documentation needed.

Notify accountant/financial advisor/tax preparer

The above named individual will advise you of any documentation needed. Refer to the “Final Tax Return” section.

Notify stockbroker

Your stockbroker will advise you of how many Certified Death Certificates you will need as well as any further documentation needed.

Notify Fraternal Organizations of which the Deceased was a member

A Certified Copy of the Death Certificate may be needed to apply for any benefits.

Review your own insurance needs

Often, these needs change after the death of a family member or other loved one. Good organization of your own insurance information can aid survivors at the time this information is needed.

Keep extra copies of death certificates to send with your income tax returns

You may need to file a “final return” for the deceased or estate income tax returns if the estate itself generates any income.

Call the Social Security Administration

Social Security benefits include a one time benefit of $255.00 to the surviving spouse or dependent children. Check with your funeral director to determine what claims have already been filed for you.

Contact the Veteran’s Administration

Claim forms can be completed at a Veteran’s Administration Office, the funeral home or Veterans Service Commission. Contact your funeral director to see if this claim has already been filed for you.

Things to Remember for the Service

  • In the days before the services:
    • Inform family and friends of visitation and funeral time. Feel free to refer them to our website to view the full obituary in case they miss the newspaper notice.
    • Order flowers
    • Get plenty of rest
    • Eat healthy
    • Be prepared for visitors
    • Arrange for a house-sitter or babysitter, as necessary
  • At the Visitation and Funeral:
    • Arrive at Funeral Home 1 hour before public visitation begins
    • Inform Funeral Director or his associates of any changes to be made
    • Greet visitors as they arrive, and tell them your name and relationship. (The visitor may only have known the deceased)
    • It’s ok to take time out for rest and to eat
    • Determine who the Pallbearers will be and inform the Funeral Director
    • It’s okay to laugh and cry
    • Encourage visitors to sign the Register Book
    • Inform the Funeral Director what personal effects (jewelry, pictures, etc.) are to be left in casket and what are to be taken out
    • Meet with Funeral Director to arrange order of cars for funeral procession
    • Inform the Funeral Director of luncheon to be announced after service
    • Inform the Funeral Director of specific wishes for flower distribution
    • On the day of the funeral be at the Funeral Home or Church at least 30 minutes prior to the service
    • Immediate family should sit in front and all together if possible
    • Remain seated after the funeral until you receive instructions from the Funeral Director
  • After the Funeral:
    • Again, continue to get plenty of rest and eat healthy
    • Take some time off work if possible
    • Send thank you cards
    • Begin to settle the estate. Refer to our Post-Funeral Checklist and Probate Items for more information.