Planning Checklist

At Nalley-Pickle & Welch, our expert team is here to help you and your family with every question. That’s why we’ve compiled this helpful planning checklist. Of course, if you have additional questions, reach out to us any time.

  • Vital statistics (including)
    • Name of father, place of birth, year
    • Mother’s maiden name, place of birth, year
    • Education – elementary, high school, college, graduate school
  • Social Security number
  • Veteran information
    • Military service
    • Branch rank
    • Date of enlistment
    • Date of discharge
    • Name(s) of war/conflict(s) toured
    • Serial number
  • 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