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What To Do First - A Checklist
Please use this section to help navigate through the many things ahead to consider and the decisions to make.
Notify these people as soon as possible:
The funeral home to arrange for the transfer of the deceased (usually this can be done within 1-2 hours although it may take longer to obtain a release from the hospital) and set an appointment with you to make further arrangements
Relatives, executor/executrix and friends
Employers (the employer of the deceased and relatives who will need time off)
Insurance agents (life, health and accident)
Religious, fraternal, civic and veterans organizations and unions, if applicable
Lawyer and accountant
Secure the vital statistics of deceased
Full legal name - other names must be identified by “also known as” (AKA)
Home address and telephone number
Name of business or employer’s name, address and telephone number
Industry and occupation
Military service serial number / Date of Entry / Date of Separation
Date and place of birth
Father’s name and birthplace
Mother’s name, maiden name and birthplace Locate the will
Pay For:
Ambulance services, if any
Funeral arrangements, including clergy, florist and transportation
Cemetery and memorialization services
Current and urgent bills (i.e. mortgage, rent, taxes, telephone, etc.)
Meet with Funeral Home Decide within a few hours:
Whether your loved one is to be buried, cremated or entombed
The Funeral Director will ask if you have made any arrangements with a cemetery or crematorium. If you have not done this, you will need to visit the cemetery.
Service details - would you like a visitation period, formal service, a reception?
Whether a member of the clergy will be engaged for the service
Casket selection
Clothing that the deceased will be buried or cremated in
Pallbearers, music, pictures, flowers, scripture or other readings
If you would like a charity to receive donations in lieu of flowers

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