Bringing the right information to the arrangement meeting saves time and prevents errors on the death certificate. Do not worry if you cannot find everything; the funeral director will tell you what is essential.
For the death certificate
- Full legal name (and any other names used)
- Date and place of birth
- Social Security number
- Home address, including county
- Marital status, and the spouse’s name (maiden name if applicable)
- Father’s full name and mother’s full maiden name
- Highest level of education
- Usual occupation and type of business or industry
- Whether the person ever served in the U.S. armed forces
- Race and Hispanic origin (asked for statistical purposes)
Documents that help
- Pre-need contract or funeral insurance policy, if one exists
- Written funeral wishes
- Military discharge papers (DD214) for veterans. See how to replace a DD214.
- Life insurance policies, if you plan to assign benefits to pay for the funeral
- Cemetery deed or proof of ownership of a burial space
- A recent photo, for the obituary and, if there is a viewing, for hair and makeup
- Clothing, if there will be a viewing or the family wishes it
Decisions to think about before the meeting
- Burial, cremation or undecided. The funeral cost calculator helps compare.
- Whether to have a viewing, a funeral, a memorial service or a graveside service.
- Religious or cultural requirements.
- Budget. You have the right to see the General Price List and to choose only what you want. See your rights when planning a funeral.
Who should attend
The legally authorized person should attend, since they sign the contracts and any cremation authorization. See who can make funeral arrangements in Florida. Bring one or two trusted people to take notes.
Estate & Funeral Document Checklist
Get a printable list of the documents families need after a death, plus a few practical planning emails. Unsubscribe anytime.