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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

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