10+ Funeral Planning Checklist Examples [ Organization, Industry, Foreign ]


Planning for a funeral is never as easy as a lot of people may think. Whether you are planning for someone else’s funeral or for a deceased loved one. There are a lot of things you have to take into consideration when you are going to be planning out a grand or a simple funeral. One of which is of course time. Planning on the expenses of the funeral is also another thing to take into consideration. Most of the time, a lot of people would find it difficult to plan for things like this because it takes a lot out of them. Organizations, industries and even funeral businesses do have these covered, but they also have to get the help they need from you. In order for them to get the information they need, they will be providing a checklist for you to fill out and answer. What is a funeral planning checklist? Let’s find out. Also check out funeral posters

10+ Funeral Planning Checklist Examples

1. Funeral Planning Checklist Template

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  • MS Word
  • Google Docs
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2. Funeral Planning Checklist Example

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  • PDF

Size: 42 KB

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3. Organization Funeral Planning Checklist

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  • PDF

Size: 58 KB

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4. Funeral Planning Checklist in PDF

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  • PDF

Size: 596 KB

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5. Standard Funeral Planning Checklist

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  • PDF

Size: 69 KB

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6. Basic Funeral Planning Checklist

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  • PDF

Size: 613 KB

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7. Funeral Planning Checklist and Form

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  • PDF

Size: 1 MB

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8. Checklist for Planning a Funeral

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  • PDF

Size: 8 KB

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9. Professional Funeral Planning Checklist

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  • PDF

Size: 48 KB

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10. Formal Funeral Planning Checklist

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  • PDF

Size: 172 KB

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11. Foreign Funeral Planning Checklist

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  • PDF

Size: 76 KB

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What Is a Funeral Planning Checklist?

A funeral planning checklist is a kind of checklist tool that funeral businesses provide to their clients. It provides the clients with the funeral services that they offer in order for the client to know which to choose from. The funeral checklist can range from a short and simple one to a longer and more specific one. These checklists would depend on the information that is written out by the funeral business or the funeral director and the client’s would only have to check the details that are true to their knowledge and true to what they have already discussed and planned out. The purpose of the funeral planning checklist is to lessen the stress that clients may already go through just to plan out a funeral for a deceased loved one. The checklist also provides a better understanding of what they can choose and what they can also expect.

How to Write a Funeral Planning Checklist

As an owner of a funeral company, it is your job and responsibility to make a specific and clear funeral planning checklist. It is also your responsibility to make sure that what you have written in your checklist is true to your business, this is also true with your services. With that being said, writing a funeral planning checklist should be easy. Here are tips to help you get started on that.

1. Make a List of Your Funeral Services

Write down the funeral services that you offer. In order for your customers or your clients to get the big picture. As well as to know what to expect with the funeral planning. This would also include any funeral plans that are part of the services.

2. Gather Information from Your Clients

Information from your clients is also key to your funeral planning checklist. If your clients are not sure as to what they may want, you can also hand them over the general checklist that has all the funeral details, services and key information needed.

3. Give Them Some Choices in the Checklist

What are their options when choosing from the checklist? List it all down. Give them some items they can choose from which would range from the obituary to the funeral in general. Also state that they are able to choose more than one if possible.

4. Add More to What Can Be Added for the Checklist

This means that if you opt to give them a specific type of checklist, you should at least give out a lot of plans, information and details. The more specific you are, the higher chance for your clients to choose what they would want. If you are also the type where time is of the essence, you may opt for a shorter but specific type of checklist.


FAQs

What is a funeral planning checklist?

A funeral checklist just like any other type of checklist is a tool. An item that is used by funeral directors and those working in the funeral business to hand out to clients about their services and their offers. A funeral planning checklist is a kind of tool that caters to a funeral planning for your clients.

Why is a funeral planning checklist important?

To lessen the load of your clients and to help them seek out what they may want in order to plan ahead or to plan now. Checklists do have a specific type of items that they need for the funeral planning. It also helps employees in the funeral business to know what the client wants and needs.

How do you write a funeral planning checklist?

To write a funeral planning checklist, all you have to do is to download any of the templates above. The next step is to edit as desired. Whether you want it to be a short but specific, or lengthy. This may vary according to your funeral services.

Death is not easy on anyone. Let alone those who work in the funeral business. A lot of people may see this as something taboo or something that should not be talked about, let alone be used as a business opportunity. But there is no denying that when you work for a funeral business, you must also have at least some ideas on what you may want to offer. Especially if you think a funeral planning is best for your clients.

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