Planning Checklist

At Klee Funeral Home & Cremation Services, we want to make the preplanning process as simple and streamlined as possible for you. Whether you are preplanning for yourself or assisting a loved one, our preplanning checklist will help you stay organized.

Here is list of documents needed for the arrangement process. Whether you are preplanning for yourself or assisting a loved one, this checklist will make the process seamless.

• Vital Statistics (including)
• Date of Birth
• Place of Birth (city and state)
• Maiden Name (if applicable)
• Name of Father
• Name of Mother (including maiden name)
• Current Address
• Usual Occupation
• Education Level Completed
• 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 Honorable Discharge Paperwork
• 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