Preplanning Checklist

Preplanning Checklist

Preplanning your arrangements is a simple and thoughtful process. Our staff will guide you through all of your options and help you put together a plan that will honor and reflect your wishes and tell your life story in whatever way you see best. Following are some thoughts to consider when planning ahead.


  • Choose Burial or Cremation.
  • If cremation, would you prefer traditional flame cremation or Aqua Cremation?
  • What kind of service or celebration would you like to have?
  • Where would your services be held?
  • Consider any customs, traditions, or religious rites that are important to you.
  • Would you like to provide an opportunity for family or friends to see you one last time?
  • Do you have a favorite photograph or memorabilia you would like displayed?
  • Is there any special music you would like played?
  • Are there any scripture readings or poems that you find meaningful?
  • Is there a special outfit you would like to be placed in?
  • Do you have a favorite flower?
  • What is your favorite color?
  • Do you have a favorite charity or organization that you would like donations sent to in your memory?
  • Do you have any special requests or instructions you would like to leave your family?
  • Do you have a particular person in mind you would like to officiate at your services?
  • Would you like to have any musicians participate in your services?
  • Are there any persons you would like to name as pallbearers?
  • Are there any friends or family members you would like to give a eulogy about you, read scripture, or share a poem or song?

Final Disposition

  • Choose a cemetery.
  • Do you prefer in-ground burial or above ground placement in a crypt in a mausoleum?
  • Do you have a preference on a memorial marker or headstone type?
  • What would you like to have done with your cremated remains? Will they be interred in a cemetery, scattered, or given to a family member?
  • If your selection is scattering, where would you prefer your cremated remains to be scattered?

Personal Information

As part of your funeral planning we will be going over some biographical information about your life required by the State of Oregon for the death certificate. You do not need to bring in any specific documents so long as you know the information. Following are some of the questions that we will be asking:

  • Your full legal name
  • Date and place of birth
  • Your mother and father’s full name including your mother’s maiden name
  • Your social security number


  • Do you belong to any fraternal or service organizations?
  • Do you have any union memberships?
  • Any special recognitions you may have?

Military Service Information

Please be sure to bring with you, if possible, a copy of your DD-214 or discharge papers from the military.

  • Do you have any active duty military service?
  • What branch of service did you serve in?
  • Highest Rank
  • Date of Enlistment
  • Date of Discharge
  • Names of war/conflicts toured
  • Did you serve in any combat?


Not all of these decisions need to be made right away and you can plan as much or as little as you would like. The most important thing is to get the process started. Once you begin, you will see how easy and stress free the process really is. Give us a call today to schedule a one-on-one meeting with a member of our staff who can answer your questions and guide you through the available options.

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4205 SE. 59th Ave. Portland, OR 97206


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