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Funeral Planning Guide

Planning a funeral is one of the most thoughtful things you can do for your family. However, grief is a confusing and difficult time, and planning a funeral in the midst of these emotions can be overwhelming. By looking over this guide it may help lift some of the burden off your friends and family.

This guide also contains a form to help you gather some of the vital information that we will need to help plan for your loved one's funeral.

Click the image above to download or you may also download the Funeral Planning Guide directly in order to complete it after printing.

Alternatively, you can complete the vital information needed on the online form below. This information is secure and will be emailed directly to us when you have completed. If you have any questions or you need any assistance, please email us info@shepherdfuneralhome.com or call us at (781) 293 6325.

Vital Information:

The first step is to gather some information. We will be using the following information to complete and file a death certificate. One thing to think about is how many certified copies of the death certificates you will need.

In general, you will need a certified copy of the death certificate for anything to deal with personal assets. This could include a life insurance policy, access to bank accounts, investments, retirements, etc.

The death certificate will be filed in the town in which a person passes away. We will be happy to get you as many copies as you would like.

Deceased Information

Name*:

Date of Death*:

DOB (Age)*:

Social Security #:

Marital Status:

Name of Spouse:

Residence/Address

Address:

City:

Country:

State/Province:

Zip/Postal code:

Phone:

E-Mail:

Background Information

Occupation (Prior to Retirement):

Education:

College:

Was she/he in the military?:

Yes

Rank:

Name of Father:

Father's State of Birth:

Name & Maiden Name of Mother:

Mother's State of Birth:

Deceased's Place of Birth (Town & State):

Details of Death

Place of Death

Address*:

City*:

Country*:

State/Province*:

Zip/Postal code*:

Relationship:

Informant Information

Name:

Relationship to Deceased:

Address

Address:

City:

Country:

State/Province:

Zip/Postal code:

Phone:

E-Mail:

Complete as many fields as necessary.

Children

Name/Age:

Below is some information to help us prepare an obituary with you. One thing to keep in mind is that the newspapers will generally charge per line, so the longer the obituary the greater the cost. We will be happy to go over estimated costs with you depending on which newspapers you plan to use.

Obituary Information

Name:

Date of Birth:

Age:

Date of Passing:

City of Passing:

State of Passing:

ZIP Code:

Spouse:

Children:

Parents:

Siblings:

Grandchildren:

Great-Grandchildren:

Nieces/Nephews:

Other Family Members to Include:

Additional Information (Born and raised, schooling, career, hobbies, interests, memberships, clubs, etc.):

Remember that you can always make changes to your arrangement choices. This guide is simply a way for you to communicate your preferences with your loved ones and act as a starting point for your Funeral Director.

You may use the following section for elaboration, special requests, or additional personal preferences.

In Conclusion

Notes:

Please wait

Funeral Planning Guide

Introduction:

Vital Information:

Residence/Address

Place of Death

Address